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 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.27% |
$1.25K - $1.5K
|
5.58K
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.06% |
$1K - $1.2K
|
18.6K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.43% |
$668 - $800
|
1.87K
$192K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.56% |
$167 - $200
|
358
$36.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$167 - $200
|
1.28K
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$83.5 - $100
|
415
$42.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.05% |
$83.5 - $100
|
2.05K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$83.5 - $100
|
14.4K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.86K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.32K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.04% |
$83.5 - $100
|
2.76K
$284K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4- 0.04% |
$334 - $400
|
10.9K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25- 0.07% |
$2.09K - $2.5K
|
36.2K
$3.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-27- 1.99% |
$2.26K - $2.7K
|
1.33K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 1.11% |
$2.84K - $3.4K
|
3.02K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-37- 1.02% |
$3.09K - $3.7K
|
3.6K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-48- 3.96% |
$4.01K - $4.8K
|
1.16K
$120K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 25.0% |
$4.18K - $5K
|
150
$15.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-59- 1.29% |
$4.93K - $5.9K
|
4.5K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-71- 11.97% |
$5.93K - $7.1K
|
522
$53.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 63.93% |
$6.52K - $7.8K
|
44
$4.53K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-81- 3.63% |
$6.77K - $8.1K
|
2.15K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-85- 3.39% |
$7.1K - $8.5K
|
2.42K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.42% |
$8.52K - $10.2K
|
4.12K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-104- 4.72% |
$8.69K - $10.4K
|
2.1K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-116- 2.02% |
$9.69K - $11.6K
|
5.62K
$578K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-122- 3.84% |
$10.2K - $12.2K
|
3.06K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-128- 1.34% |
$10.7K - $12.8K
|
9.44K
$972K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-130- 4.04% |
$10.9K - $13K
|
3.08K
$317K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 7.78% |
$12.5K - $15K
|
1.78K
$183K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 12.55% |
$13.4K - $16K
|
1.12K
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-175- 1.64% |
$14.6K - $17.5K
|
10.5K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-192- 2.52% |
$16K - $19.2K
|
7.44K
$766K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-244- 10.48% |
$20.4K - $24.4K
|
2.09K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-293- 5.24% |
$24.5K - $29.3K
|
5.3K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-307- 8.39% |
$25.6K - $30.7K
|
3.35K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-310- 11.27% |
$25.9K - $31K
|
2.44K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-340- 31.19% |
$28.4K - $34K
|
750
$77.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-382- 6.48% |
$31.9K - $38.2K
|
5.51K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-389- 22.72% |
$32.5K - $38.9K
|
1.32K
$136K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-396- 83.54% |
$33.1K - $39.6K
|
78
$8.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-472- 3.8% |
$39.4K - $47.2K
|
11.9K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-510- 11.12% |
$42.6K - $51K
|
4.08K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-515- 26.94% |
$43K - $51.5K
|
1.4K
$144K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-530- 14.76% |
$44.3K - $53K
|
3.06K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-534- 5.67% |
$44.6K - $53.4K
|
8.89K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-535- 0.69% |
$44.7K - $53.5K
|
77.4K
$7.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-570- 3.59% |
$47.6K - $57K
|
15.3K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-592- 2.22% |
$49.5K - $59.2K
|
26.1K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-640- 9.47% |
$53.5K - $64K
|
6.12K
$630K
|