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 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
564+ 20.46% |
$47.1K - $56.4K
|
3.32K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
542+ 1.51% |
$45.3K - $54.2K
|
36.5K
$4.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
494+ 7.56% |
$41.3K - $49.4K
|
7.03K
$777K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
487+ 8.48% |
$40.7K - $48.7K
|
6.23K
$688K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
455+ 8.12% |
$38K - $45.5K
|
6.06K
$670K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
440+ 2.22% |
$36.8K - $44K
|
20.3K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
432+ 1.98% |
$36.1K - $43.2K
|
22.3K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
430New |
$35.9K - $43K
|
430
$47.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
430+ 4.75% |
$35.9K - $43K
|
9.49K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
424+ 37.29% |
$35.4K - $42.4K
|
1.56K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
416+ 1.07% |
$34.8K - $41.6K
|
39.4K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
411+ 9.89% |
$34.3K - $41.1K
|
4.57K
$505K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
404+ 5.06% |
$33.8K - $40.4K
|
8.39K
$927K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
385+ 1.11% |
$32.2K - $38.5K
|
35.1K
$3.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
381+ 10.14% |
$31.8K - $38.1K
|
4.14K
$457K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
366+ 1.79% |
$30.6K - $36.6K
|
20.8K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
358+ 0.43% |
$29.9K - $35.8K
|
84.4K
$9.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
355+ 6.88% |
$29.7K - $35.5K
|
5.51K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
353+ 6.74% |
$29.5K - $35.3K
|
5.59K
$618K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
348New |
$29.1K - $34.8K
|
348
$38.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
346+ 5.27% |
$28.9K - $34.6K
|
6.91K
$764K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
346+ 7.76% |
$28.9K - $34.6K
|
4.8K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335New |
$28K - $33.5K
|
335
$37K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
321+ 3.67% |
$26.8K - $32.1K
|
9.07K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
318+ 512.9% |
$26.6K - $31.8K
|
380
$42K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
307+ 3.02% |
$25.6K - $30.7K
|
10.5K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
303New |
$25.3K - $30.3K
|
303
$33.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
302New |
$25.2K - $30.2K
|
302
$33.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
290+ 1.17% |
$24.2K - $29K
|
25K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
281+ 1.57% |
$23.5K - $28.1K
|
18.2K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$23.4K - $28K
|
280
$30.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
276+ 0.38% |
$23.1K - $27.6K
|
72.7K
$8.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
265+ 5.97% |
$22.1K - $26.5K
|
4.71K
$520K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
251+ 5.25% |
$21K - $25.1K
|
5.03K
$556K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
246New |
$20.6K - $24.6K
|
246
$27.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
193+ 3.62% |
$16.1K - $19.3K
|
5.53K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
159+ 1.25% |
$13.3K - $15.9K
|
12.9K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
154+ 1.45% |
$12.9K - $15.4K
|
10.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
150+ 1.5% |
$12.5K - $15K
|
10.1K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
150+ 7.1% |
$12.5K - $15K
|
2.26K
$250K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
141+ 3.53% |
$11.8K - $14.1K
|
4.13K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
136+ 2.51% |
$11.4K - $13.6K
|
5.55K
$613K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 0.07% |
$11.2K - $13.4K
|
199K
$21.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130+ 0.6% |
$10.9K - $13K
|
21.8K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
124New |
$10.4K - $12.4K
|
124
$13.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
120+ 0.67% |
$10K - $12K
|
18.1K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120+ 14.41% |
$10K - $12K
|
953
$105K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
114+ 6.47% |
$9.52K - $11.4K
|
1.88K
$207K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
114New |
$9.52K - $11.4K
|
114
$12.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
113+ 3.27% |
$9.44K - $11.3K
|
3.57K
$395K
|