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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
226K+ 342183.34% |
$18.9M - $22.6M
|
226K
$25M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
139K+ 19.59% |
$11.6M - $13.9M
|
850K
$93.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
117K+ 9846.67% |
$9.75M - $11.7M
|
118K
$13M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 3.08% |
$8.91M - $10.7M
|
3.56M
$394M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
103KNew |
$8.58M - $10.3M
|
103K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
94.7K+ 684.93% |
$7.91M - $9.48M
|
109K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
81.9KNew |
$6.84M - $8.2M
|
81.9K
$9.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
80.7KNew |
$6.74M - $8.07M
|
80.7K
$8.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
72.5K+ 15.78% |
$6.06M - $7.25M
|
532K
$58.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.6K+ 7.47% |
$5.4M - $6.46M
|
930K
$103M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
61.4KNew |
$5.13M - $6.14M
|
61.4K
$6.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53KNew |
$4.42M - $5.3M
|
53K
$5.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.3K+ 52.65% |
$4.29M - $5.13M
|
149K
$16.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
49.2K+ 234.33% |
$4.11M - $4.92M
|
70.1K
$7.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
48.2K+ 1674.97% |
$4.03M - $4.82M
|
51.1K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45KNew |
$3.76M - $4.5M
|
45K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43K+ 709.59% |
$3.59M - $4.3M
|
49.1K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.2K+ 1.28% |
$3.45M - $4.13M
|
3.26M
$361M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33K+ 17.55% |
$2.76M - $3.3M
|
221K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.4K+ 11.25% |
$2.62M - $3.14M
|
310K
$34.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.8KNew |
$2.24M - $2.68M
|
26.8K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23.6KNew |
$1.97M - $2.36M
|
23.6K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.3K+ 52.86% |
$1.86M - $2.23M
|
64.5K
$7.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.2K+ 306.8% |
$1.86M - $2.22M
|
29.5K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.2K+ 510.37% |
$1.77M - $2.12M
|
25.4K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
19.3K+ 6.84% |
$1.61M - $1.93M
|
301K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
18.8K+ 48.24% |
$1.57M - $1.88M
|
57.6K
$6.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
17.9KNew |
$1.5M - $1.79M
|
17.9K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.7KNew |
$1.48M - $1.77M
|
17.7K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.2K+ 25.67% |
$1.36M - $1.62M
|
79.4K
$8.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
15.8K+ 12.11% |
$1.32M - $1.58M
|
146K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 113.96% |
$1.22M - $1.46M
|
27.4K
$3.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.1K+ 60.85% |
$1.17M - $1.41M
|
37.2K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
13.7K+ 12.02% |
$1.14M - $1.37M
|
127K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.2KNew |
$1.1M - $1.32M
|
13.2K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$981K - $1.17M
|
11.7K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 25.35% |
$957K - $1.15M
|
56.7K
$6.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
11.4K+ 11.3% |
$955K - $1.14M
|
113K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 18.07% |
$931K - $1.11M
|
72.8K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.4K+ 7.02% |
$872K - $1.04M
|
159K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4K+ 374.94% |
$867K - $1.04M
|
13.2K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10K+ 59.98% |
$835K - $1M
|
26.7K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.49KNew |
$793K - $950K
|
9.49K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
9.12K+ 2.73% |
$761K - $912K
|
343K
$37.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
9K+ 40.91% |
$752K - $900K
|
31K
$3.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.79KNew |
$734K - $879K
|
8.79K
$971K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.98K+ 15.1% |
$667K - $798K
|
60.8K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.9KNew |
$660K - $790K
|
7.9K
$872K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.18KNew |
$600K - $718K
|
7.18K
$793K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
6.94K+ 50.13% |
$580K - $694K
|
20.8K
$2.3M
|