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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-21.9K- 13.12% |
$1.83M - $2.19M
|
145K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.6K- 10.41% |
$1.88M - $2.26M
|
194K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22.9K- 80.3% |
$1.91M - $2.29M
|
5.62K
$621K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.2K- 3.83% |
$2.02M - $2.42M
|
608K
$67.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.1K- 9.0% |
$2.18M - $2.61M
|
264K
$29.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.2K- 14.52% |
$2.35M - $2.82M
|
166K
$18.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.5K- 13.06% |
$2.38M - $2.85M
|
190K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.7K- 3.47% |
$2.57M - $3.07M
|
855K
$94.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.5K- 4.87% |
$2.8M - $3.35M
|
654K
$72.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-34K- 50.2% |
$2.84M - $3.4M
|
33.7K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-42.9K- 14.05% |
$3.59M - $4.29M
|
263K
$29M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-47.1K- 76.28% |
$3.94M - $4.72M
|
14.7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.6K- 4.47% |
$4.06M - $4.86M
|
1.04M
$115M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-50.8K- 52.57% |
$4.24M - $5.08M
|
45.8K
$5.06M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.1K- 12.49% |
$4.43M - $5.31M
|
372K
$41.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-53.4K- 94.88% |
$4.46M - $5.35M
|
2.88K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-55.7K- 56.24% |
$4.66M - $5.57M
|
43.4K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-56.7K- 43.88% |
$4.74M - $5.67M
|
72.5K
$8.01M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-56.9K- 8.73% |
$4.75M - $5.69M
|
595K
$65.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-58.8K- 15.09% |
$4.91M - $5.88M
|
331K
$36.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.7K- 94.54% |
$5.16M - $6.17M
|
3.57K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.8K- 4.46% |
$5.16M - $6.18M
|
1.32M
$146M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-62K- 31.24% |
$5.18M - $6.21M
|
137K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-62.9K- 87.77% |
$5.25M - $6.29M
|
8.76K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65.1K- 9.92% |
$5.44M - $6.51M
|
591K
$65.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-77.6K- 18.62% |
$6.48M - $7.76M
|
339K
$37.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82.6K- 46.12% |
$6.9M - $8.26M
|
96.5K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-148K- 35.14% |
$12.4M - $14.8M
|
274K
$30.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186K- 96.1% |
$15.5M - $18.6M
|
7.55K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-250K- 27.07% |
$20.9M - $25M
|
673K
$74.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-978K- 66.41% |
$81.7M - $97.8M
|
495K
$54.6M
|