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 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.14K- 57.21% |
$262K - $314K
|
2.35K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-3.14K- 11.46% |
$263K - $315K
|
24.3K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.3K- 57.06% |
$275K - $330K
|
2.48K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.36K- 13.59% |
$281K - $336K
|
21.4K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 3.99% |
$282K - $338K
|
81.4K
$8.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.54K- 26.64% |
$295K - $354K
|
9.74K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-3.69K- 42.99% |
$308K - $369K
|
4.9K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.96K- 11.46% |
$331K - $396K
|
30.6K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.98K- 15.78% |
$333K - $398K
|
21.3K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 49.88% |
$333K - $399K
|
4.01K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.09K- 16.11% |
$342K - $409K
|
21.3K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.19K- 10.44% |
$350K - $419K
|
35.9K
$3.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.4K- 8.54% |
$368K - $440K
|
47.2K
$5.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.41K- 2.16% |
$368K - $441K
|
200K
$22M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.75K- 9.31% |
$397K - $475K
|
46.2K
$5.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.79K- 7.47% |
$400K - $479K
|
59.3K
$6.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-4.93K- 11.62% |
$412K - $493K
|
37.5K
$4.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.33K- 50.39% |
$445K - $533K
|
5.24K
$579K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.52K- 1.87% |
$461K - $552K
|
290K
$32.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.89K- 5.38% |
$492K - $589K
|
104K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.7K- 33.8% |
$559K - $670K
|
13.1K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.72K- 48.55% |
$561K - $672K
|
7.12K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.76K- 14.85% |
$565K - $676K
|
38.8K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 5.69% |
$565K - $677K
|
112K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.86K- 15.65% |
$573K - $686K
|
37K
$4.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-8.34K- 22.37% |
$697K - $834K
|
28.9K
$3.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.34K- 5.8% |
$780K - $934K
|
152K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.57K- 10.54% |
$799K - $957K
|
81.2K
$8.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-9.67K- 22.31% |
$808K - $968K
|
33.7K
$3.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.77K- 16.64% |
$817K - $978K
|
49K
$5.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-10K- 18.16% |
$836K - $1M
|
45.1K
$4.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.2K- 13.17% |
$851K - $1.02M
|
67.2K
$7.42M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-10.4K- 12.65% |
$869K - $1.04M
|
71.9K
$7.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7K- 26.77% |
$897K - $1.07M
|
29.4K
$3.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-11.5K- 4.0% |
$963K - $1.15M
|
276K
$30.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.9K- 18.96% |
$1.08M - $1.29M
|
55.1K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-13.3K- 66.21% |
$1.11M - $1.33M
|
6.8K
$751K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 7.86% |
$1.13M - $1.35M
|
158K
$17.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-13.9K- 24.32% |
$1.16M - $1.39M
|
43.1K
$4.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13.9K- 17.62% |
$1.16M - $1.39M
|
65.1K
$7.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.6K- 9.47% |
$1.22M - $1.46M
|
140K
$15.5M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
SELL
|
- |
-15.6K- 43.83% |
$1.3M - $1.56M
|
20K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15.6K- 77.82% |
$1.31M - $1.57M
|
4.46K
$493K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.7K- 28.36% |
$1.31M - $1.57M
|
39.7K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.4K- 98.1% |
$1.37M - $1.64M
|
319
$35.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.7K- 48.86% |
$1.39M - $1.67M
|
17.5K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-17K- 88.23% |
$1.42M - $1.7M
|
2.27K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-18.2K- 16.56% |
$1.52M - $1.82M
|
91.9K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19K- 41.37% |
$1.59M - $1.91M
|
27K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.1K- 8.18% |
$1.68M - $2.01M
|
226K
$24.9M
|