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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.23K- 30.46% |
$215K - $250K
|
5.09K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.27K- 5.42% |
$218K - $254K
|
39.5K
$4.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.28K- 5.54% |
$220K - $256K
|
38.9K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-2.3K- 2.72% |
$222K - $258K
|
82.3K
$8.47M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.32K- 28.98% |
$224K - $260K
|
5.69K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 6.11% |
$225K - $263K
|
36K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.42K- 4.09% |
$233K - $272K
|
56.8K
$5.84M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 3.19% |
$244K - $285K
|
77K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 16.82% |
$250K - $291K
|
12.8K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.64K- 32.06% |
$254K - $296K
|
5.58K
$575K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.66K- 3.5% |
$256K - $298K
|
73.2K
$7.53M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.7K- 12.64% |
$260K - $303K
|
18.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.76K- 50.0% |
$266K - $310K
|
2.76K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.78K- 4.25% |
$268K - $312K
|
62.6K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.98KClosed |
$287K - $335K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.07K- 2.72% |
$296K - $345K
|
110K
$11.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.09K- 7.66% |
$298K - $347K
|
37.3K
$3.84M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.32K- 4.67% |
$320K - $373K
|
67.8K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 0.38% |
$324K - $378K
|
886K
$91.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.4K- 1.64% |
$328K - $382K
|
204K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.68K- 1.19% |
$355K - $413K
|
306K
$31.5M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.72K- 1.24% |
$358K - $417K
|
296K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 27.54% |
$367K - $427K
|
10K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-3.84K- 44.02% |
$369K - $430K
|
4.88K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.94K- 5.69% |
$379K - $442K
|
65.3K
$6.72M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.94K- 18.07% |
$380K - $442K
|
17.9K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.98K- 5.53% |
$383K - $447K
|
68K
$6.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.07K- 5.98% |
$392K - $457K
|
64.1K
$6.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.18K- 3.13% |
$402K - $469K
|
129K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.19K- 43.56% |
$403K - $470K
|
5.43K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.34K- 4.87% |
$418K - $487K
|
84.8K
$8.73M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.55K- 5.27% |
$438K - $510K
|
81.7K
$8.41M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.67K- 15.88% |
$450K - $524K
|
24.7K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.72K- 90.21% |
$454K - $530K
|
512
$52.7K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.67K- 3.54% |
$546K - $636K
|
155K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.82K- 12.67% |
$561K - $653K
|
40.1K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.09K- 2.97% |
$586K - $683K
|
199K
$20.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.54K- 60.12% |
$630K - $734K
|
4.34K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-6.75K- 25.12% |
$650K - $758K
|
20.1K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.36K- 5.83% |
$709K - $826K
|
119K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.8K- 5.0% |
$752K - $876K
|
148K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.05K- 3.97% |
$775K - $903K
|
195K
$20M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.28K- 18.62% |
$797K - $929K
|
36.2K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.31K- 16.71% |
$801K - $933K
|
41.5K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.11K- 31.49% |
$877K - $1.02M
|
19.8K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-9.53K- 3.27% |
$917K - $1.07M
|
282K
$29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.82K- 18.3% |
$945K - $1.1M
|
43.8K
$4.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-10.2K- 15.12% |
$978K - $1.14M
|
57K
$5.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.3K- 7.25% |
$990K - $1.15M
|
132K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.1K- 1.95% |
$1.26M - $1.47M
|
656K
$67.5M
|