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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 4.93% |
$177K - $212K
|
45K
$4.98M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.1KNew |
$175K - $210K
|
2.1K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.08K+ 6.11% |
$173K - $208K
|
36K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.07K+ 11.62% |
$173K - $207K
|
19.8K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05KNew |
$171K - $205K
|
2.05K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.03KNew |
$170K - $203K
|
2.03K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.01KNew |
$168K - $201K
|
2.01K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.99K+ 5.7% |
$166K - $199K
|
36.8K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.92K+ 3.55% |
$160K - $192K
|
55.9K
$6.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 20.28% |
$160K - $191K
|
11.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 51.97% |
$149K - $178K
|
5.2K
$575K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.64K+ 5.4% |
$137K - $164K
|
32.1K
$3.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.64K+ 2.53% |
$137K - $164K
|
66.5K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.55KNew |
$129K - $155K
|
1.55K
$171K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.34% |
$122K - $146K
|
45K
$4.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.42K+ 4.33% |
$119K - $142K
|
34.3K
$3.79M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.42K+ 4.33% |
$119K - $142K
|
34.3K
$3.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.38K+ 6.66% |
$115K - $138K
|
22.1K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.38K+ 8.88% |
$115K - $138K
|
16.9K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.35K+ 11.33% |
$113K - $135K
|
13.2K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.29K+ 12.79% |
$108K - $129K
|
11.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.25KNew |
$104K - $125K
|
1.25K
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 1.14% |
$99.4K - $119K
|
105K
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 4.76% |
$97.5K - $117K
|
25.7K
$2.84M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.15K+ 283.42% |
$95.7K - $115K
|
1.55K
$171K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.13K+ 53.96% |
$94.6K - $113K
|
3.23K
$357K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.12K+ 4.65% |
$93.2K - $112K
|
25.1K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.12K+ 46.57% |
$93.1K - $112K
|
3.51K
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.11K+ 5.13% |
$93K - $111K
|
22.8K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.07K+ 12.29% |
$89.2K - $107K
|
9.76K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.12% |
$87.7K - $105K
|
26.5K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
975+ 26.68% |
$81.5K - $97.5K
|
4.63K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
966+ 3.36% |
$80.7K - $96.6K
|
29.7K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
958+ 0.25% |
$80K - $95.8K
|
378K
$41.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
948+ 7.93% |
$79.2K - $94.8K
|
12.9K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
930+ 4.52% |
$77.7K - $93K
|
21.5K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
922+ 6.34% |
$77K - $92.2K
|
15.5K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
871+ 1.9% |
$72.8K - $87.1K
|
46.8K
$5.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
748+ 21.54% |
$62.5K - $74.8K
|
4.22K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
737+ 0.83% |
$61.6K - $73.7K
|
89.4K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
729+ 4.92% |
$60.9K - $72.9K
|
15.6K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
713+ 1.43% |
$59.6K - $71.3K
|
50.4K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
679+ 0.68% |
$56.7K - $67.9K
|
101K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
652+ 1.65% |
$54.5K - $65.2K
|
40.2K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
643+ 125.59% |
$53.7K - $64.3K
|
1.16K
$128K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
640+ 8.92% |
$53.5K - $64K
|
7.82K
$864K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
633+ 2.68% |
$52.9K - $63.3K
|
24.2K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
597+ 2.21% |
$49.9K - $59.7K
|
27.6K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
592+ 0.95% |
$49.5K - $59.2K
|
63.2K
$6.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
567+ 0.71% |
$47.4K - $56.7K
|
80.6K
$8.91M
|