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 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-697- 6.73% |
$58.2K - $69.7K
|
9.66K
$994K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-824- 4.12% |
$68.8K - $82.4K
|
19.2K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-872- 3.26% |
$72.8K - $87.2K
|
25.9K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-900- 97.61% |
$75.2K - $90K
|
22
$2.26K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 8.3% |
$83.5K - $100K
|
11K
$1.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-1.01K- 3.22% |
$84.5K - $101K
|
30.4K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.06K- 8.88% |
$88.6K - $106K
|
10.9K
$1.12M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.14K- 6.9% |
$95K - $114K
|
15.3K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.22K- 9.95% |
$102K - $122K
|
11.1K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.3K- 27.85% |
$109K - $130K
|
3.38K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-1.45K- 18.57% |
$121K - $145K
|
6.37K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.53K- 4.13% |
$128K - $153K
|
35.6K
$3.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.89% |
$143K - $171K
|
88.9K
$9.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.82K- 15.93% |
$152K - $182K
|
9.58K
$986K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.96K- 6.52% |
$164K - $196K
|
28.1K
$2.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.98K- 6.45% |
$166K - $198K
|
28.8K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.05K- 36.63% |
$171K - $205K
|
3.54K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.51K- 4.68% |
$209K - $251K
|
51K
$5.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.79K- 7.47% |
$400K - $479K
|
59.3K
$6.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-4.93K- 11.62% |
$412K - $493K
|
37.5K
$3.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.33K- 50.39% |
$445K - $533K
|
5.24K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.86K- 15.65% |
$573K - $686K
|
37K
$3.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 7.86% |
$1.13M - $1.35M
|
158K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-13.9K- 24.32% |
$1.16M - $1.39M
|
43.1K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19K- 41.37% |
$1.59M - $1.91M
|
27K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22.9K- 80.3% |
$1.91M - $2.29M
|
5.62K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-148K- 35.14% |
$12.4M - $14.8M
|
274K
$28.2M
|