Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
54+ 0.65% |
$4.51K - $5.4K
|
8.41K
$866K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
53+ 36.3% |
$4.43K - $5.3K
|
199
$20.5K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 0.43% |
$4.01K - $4.8K
|
11.2K
$1.16M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
39+ 0.1% |
$3.26K - $3.9K
|
40.6K
$4.18M
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.76K - $3.3K
|
33
$3.4K
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
26+ 0.43% |
$2.17K - $2.6K
|
6.09K
$627K
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
23+ 0.43% |
$1.92K - $2.3K
|
5.42K
$558K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.27% |
$1.25K - $1.5K
|
5.58K
$574K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.06% |
$1K - $1.2K
|
18.6K
$1.91M
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.43% |
$668 - $800
|
1.87K
$192K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.15% |
$668 - $800
|
5.2K
$535K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.19% |
$418 - $500
|
2.7K
$278K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$167 - $200
|
2.82K
$290K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.56% |
$167 - $200
|
358
$36.9K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$167 - $200
|
1.28K
$132K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.32K
$445K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.05% |
$83.5 - $100
|
2.05K
$211K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.04% |
$83.5 - $100
|
2.76K
$284K
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.86K
$500K
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$83.5 - $100
|
415
$42.7K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$83.5 - $100
|
14.4K
$1.48M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4- 0.04% |
$334 - $400
|
10.9K
$1.12M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25- 0.07% |
$2.09K - $2.5K
|
36.2K
$3.72M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-27- 1.99% |
$2.26K - $2.7K
|
1.33K
$137K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 1.11% |
$2.84K - $3.4K
|
3.02K
$311K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-37- 1.02% |
$3.09K - $3.7K
|
3.6K
$370K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-48- 3.96% |
$4.01K - $4.8K
|
1.16K
$120K
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 25.0% |
$4.18K - $5K
|
150
$15.4K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-59- 1.29% |
$4.93K - $5.9K
|
4.5K
$463K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-71- 11.97% |
$5.93K - $7.1K
|
522
$53.7K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 63.93% |
$6.52K - $7.8K
|
44
$4.53K
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-81- 3.63% |
$6.77K - $8.1K
|
2.15K
$221K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-85- 3.39% |
$7.1K - $8.5K
|
2.42K
$249K
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 2.77% |
$8.35K - $10K
|
3.51K
$361K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.42% |
$8.52K - $10.2K
|
4.12K
$424K
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-104- 4.72% |
$8.69K - $10.4K
|
2.1K
$216K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-115- 2.63% |
$9.61K - $11.5K
|
4.25K
$437K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-116- 2.02% |
$9.69K - $11.6K
|
5.62K
$578K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-122- 3.84% |
$10.2K - $12.2K
|
3.06K
$315K
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-128- 1.34% |
$10.7K - $12.8K
|
9.44K
$972K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-130- 4.04% |
$10.9K - $13K
|
3.08K
$317K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 7.78% |
$12.5K - $15K
|
1.78K
$183K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 12.55% |
$13.4K - $16K
|
1.12K
$115K
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-175- 1.64% |
$14.6K - $17.5K
|
10.5K
$1.08M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-192- 2.52% |
$16K - $19.2K
|
7.44K
$766K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-244- 10.48% |
$20.4K - $24.4K
|
2.09K
$215K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-293- 5.24% |
$24.5K - $29.3K
|
5.3K
$546K
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-307- 8.39% |
$25.6K - $30.7K
|
3.35K
$345K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-310- 11.27% |
$25.9K - $31K
|
2.44K
$251K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-340- 31.19% |
$28.4K - $34K
|
750
$77.2K
|