Purchases and Sales Made in Q1 2025 in Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALLCAP 600 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-337- 12.08% |
$32.5K - $37.8K
|
2.45K
$235K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-337- 0.78% |
$32.5K - $37.8K
|
42.9K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-342- 2.37% |
$32.9K - $38.4K
|
14.1K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-342- 0.87% |
$32.9K - $38.4K
|
39K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-342- 11.37% |
$32.9K - $38.4K
|
2.67K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-343- 5.7% |
$33K - $38.5K
|
5.68K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-348- 2.88% |
$33.5K - $39.1K
|
11.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-356- 20.09% |
$34.3K - $40K
|
1.42K
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-375- 12.11% |
$36.1K - $42.1K
|
2.72K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-377- 10.63% |
$36.3K - $42.3K
|
3.17K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-379- 51.99% |
$36.5K - $42.5K
|
350
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-385- 0.38% |
$37.1K - $43.2K
|
100K
$9.58M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-391- 0.98% |
$37.7K - $43.9K
|
39.4K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-400- 7.35% |
$38.5K - $44.9K
|
5.04K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-410- 0.63% |
$39.5K - $46K
|
65K
$6.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-415- 3.78% |
$40K - $46.6K
|
10.6K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-420- 2.06% |
$40.4K - $47.1K
|
20K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-424- 0.97% |
$40.8K - $47.6K
|
43.4K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-425- 7.5% |
$40.9K - $47.7K
|
5.24K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-433- 12.97% |
$41.7K - $48.6K
|
2.91K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-434- 4.21% |
$41.8K - $48.7K
|
9.87K
$945K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-434- 2.99% |
$41.8K - $48.7K
|
14.1K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-435- 2.01% |
$41.9K - $48.8K
|
21.2K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-435- 1.4% |
$41.9K - $48.8K
|
30.7K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-440- 5.07% |
$42.4K - $49.4K
|
8.23K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-443- 8.22% |
$42.7K - $49.7K
|
4.95K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-452- 13.15% |
$43.5K - $50.7K
|
2.98K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-456- 2.04% |
$43.9K - $51.2K
|
21.9K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-471- 7.28% |
$45.4K - $52.9K
|
6K
$574K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-482- 14.6% |
$46.4K - $54.1K
|
2.82K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488- 10.25% |
$47K - $54.8K
|
4.28K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-496- 4.59% |
$47.8K - $55.7K
|
10.3K
$986K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-501- 26.0% |
$48.2K - $56.2K
|
1.43K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-512- 0.57% |
$49.3K - $57.5K
|
88.9K
$8.51M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-527- 1.92% |
$50.8K - $59.1K
|
26.9K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-574- 2.08% |
$55.3K - $64.4K
|
27K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-582- 3.13% |
$56K - $65.3K
|
18K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-606- 0.78% |
$58.4K - $68K
|
77.4K
$7.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-614- 0.94% |
$59.1K - $68.9K
|
64.9K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-626- 2.22% |
$60.3K - $70.3K
|
27.6K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-634- 1.19% |
$61.1K - $71.2K
|
52.9K
$5.06M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-634- 6.66% |
$61.1K - $71.2K
|
8.89K
$851K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-642- 7.69% |
$61.8K - $72.1K
|
7.7K
$738K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-645- 81.54% |
$62.1K - $72.4K
|
146
$14K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-663- 5.62% |
$63.8K - $74.4K
|
11.1K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-678- 12.95% |
$65.3K - $76.1K
|
4.56K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-680- 0.85% |
$65.5K - $76.3K
|
79K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-684- 11.76% |
$65.9K - $76.8K
|
5.13K
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-688- 4.41% |
$66.3K - $77.2K
|
14.9K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-690- 48.05% |
$66.4K - $77.4K
|
746
$71.4K
|