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 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.06K- 0.72% |
$88.9K - $106K
|
147K
$16.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.07K- 1.47% |
$89.7K - $107K
|
72.1K
$7.96M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.14K- 6.9% |
$95K - $114K
|
15.3K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.16K- 21.75% |
$97.2K - $116K
|
4.19K
$463K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.22K- 9.95% |
$102K - $122K
|
11.1K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.29K- 11.94% |
$107K - $129K
|
9.47K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.3K- 27.85% |
$109K - $130K
|
3.38K
$373K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.37K- 3.53% |
$114K - $137K
|
37.3K
$4.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.39K- 23.07% |
$116K - $139K
|
4.63K
$511K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.44K- 5.33% |
$120K - $144K
|
25.5K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-1.45K- 18.57% |
$121K - $145K
|
6.37K
$704K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.48K- 10.54% |
$124K - $148K
|
12.6K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 16.55% |
$126K - $151K
|
7.59K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.53K- 4.13% |
$128K - $153K
|
35.6K
$3.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.55K- 23.7% |
$130K - $155K
|
5K
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.56K- 22.95% |
$130K - $156K
|
5.24K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.59K- 27.78% |
$133K - $159K
|
4.13K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.89% |
$143K - $171K
|
88.9K
$9.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.71K- 21.54% |
$143K - $171K
|
6.25K
$690K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.8K- 2.21% |
$151K - $180K
|
79.9K
$8.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.82K- 15.93% |
$152K - $182K
|
9.58K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
SELL
|
- |
-1.82K- 4.67% |
$152K - $182K
|
37.1K
$4.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.84K- 15.11% |
$154K - $184K
|
10.3K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.9K- 86.81% |
$158K - $190K
|
288
$31.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.91K- 3.52% |
$160K - $191K
|
52.4K
$5.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.95K- 65.82% |
$163K - $195K
|
1.01K
$112K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.96K- 6.52% |
$164K - $196K
|
28.1K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-1.98K- 13.26% |
$165K - $198K
|
13K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.98K- 6.45% |
$166K - $198K
|
28.8K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.99K- 19.08% |
$166K - $199K
|
8.44K
$932K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2K- 9.12% |
$167K - $200K
|
19.9K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.05K- 36.63% |
$171K - $205K
|
3.54K
$391K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.06K- 20.03% |
$172K - $206K
|
8.24K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.08K- 39.64% |
$174K - $208K
|
3.17K
$350K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.11K- 3.24% |
$176K - $211K
|
62.9K
$6.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.11K- 27.78% |
$176K - $211K
|
5.49K
$607K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.14K- 2.4% |
$179K - $214K
|
87.3K
$9.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.17K- 35.72% |
$181K - $217K
|
3.9K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.25K- 1.71% |
$188K - $225K
|
129K
$14.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.25K- 15.97% |
$188K - $225K
|
11.8K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.28K- 0.69% |
$190K - $228K
|
325K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.33K- 14.01% |
$195K - $233K
|
14.3K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.51K- 4.68% |
$209K - $251K
|
51K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.6K- 23.62% |
$217K - $260K
|
8.4K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.6K- 5.76% |
$217K - $260K
|
42.5K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.68K- 51.14% |
$224K - $268K
|
2.56K
$283K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.69K- 11.8% |
$225K - $269K
|
20.1K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.7K- 23.11% |
$226K - $271K
|
9K
$994K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.71K- 11.81% |
$227K - $271K
|
20.3K
$2.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.01K- 7.64% |
$252K - $301K
|
36.4K
$4.02M
|