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 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.1K+ 60.85% |
$1.17M - $1.41M
|
37.2K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10K+ 59.98% |
$835K - $1M
|
26.7K
$2.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.98K+ 15.1% |
$667K - $798K
|
60.8K
$6.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.9KNew |
$660K - $790K
|
7.9K
$813K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.22K+ 108.37% |
$519K - $622K
|
12K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.86KNew |
$239K - $286K
|
2.86K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.61KNew |
$218K - $262K
|
2.61K
$269K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.54K+ 1.19% |
$212K - $254K
|
217K
$22.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.54K+ 116.38% |
$212K - $254K
|
4.72K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.2KNew |
$183K - $220K
|
2.2K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19K+ 4.28% |
$183K - $219K
|
53.3K
$5.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 4.93% |
$177K - $212K
|
45K
$4.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 20.28% |
$160K - $191K
|
11.3K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.64K+ 5.4% |
$137K - $164K
|
32.1K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.34% |
$122K - $146K
|
45K
$4.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.38K+ 6.66% |
$115K - $138K
|
22.1K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.38K+ 8.88% |
$115K - $138K
|
16.9K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.11K+ 5.13% |
$93K - $111K
|
22.8K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.07K+ 12.29% |
$89.2K - $107K
|
9.76K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.12% |
$87.7K - $105K
|
26.5K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
966+ 3.36% |
$80.7K - $96.6K
|
29.7K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
948+ 7.93% |
$79.2K - $94.8K
|
12.9K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
652+ 1.65% |
$54.5K - $65.2K
|
40.2K
$4.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
640+ 8.92% |
$53.5K - $64K
|
7.82K
$805K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
592+ 0.95% |
$49.5K - $59.2K
|
63.2K
$6.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
487+ 8.48% |
$40.7K - $48.7K
|
6.23K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
432+ 1.98% |
$36.1K - $43.2K
|
22.3K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
358+ 0.43% |
$29.9K - $35.8K
|
84.4K
$8.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
355+ 6.88% |
$29.7K - $35.5K
|
5.51K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
318+ 512.9% |
$26.6K - $31.8K
|
380
$39.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
193+ 3.62% |
$16.1K - $19.3K
|
5.53K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
159+ 1.25% |
$13.3K - $15.9K
|
12.9K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
150+ 1.5% |
$12.5K - $15K
|
10.1K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
150+ 7.1% |
$12.5K - $15K
|
2.26K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
141+ 3.53% |
$11.8K - $14.1K
|
4.13K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130+ 0.6% |
$10.9K - $13K
|
21.8K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
120+ 0.67% |
$10K - $12K
|
18.1K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
106+ 6.27% |
$8.86K - $10.6K
|
1.8K
$185K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
105New |
$8.77K - $10.5K
|
105
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
79+ 0.72% |
$6.6K - $7.9K
|
11K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
74+ 2.34% |
$6.18K - $7.4K
|
3.24K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
70+ 1.19% |
$5.85K - $7K
|
5.96K
$613K
|
|
|
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 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54+ 2.53% |
$4.51K - $5.4K
|
2.19K
$225K
|
|
|
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
|