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 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
110+ 49.33% |
$9.19K - $11K
|
333
$36.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110+ 11000.0% |
$9.19K - $11K
|
111
$12.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
106+ 6.27% |
$8.86K - $10.6K
|
1.8K
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
105New |
$8.77K - $10.5K
|
105
$11.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
102+ 3.83% |
$8.52K - $10.2K
|
2.76K
$305K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$8.35K - $10K
|
100
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
99+ 1.07% |
$8.27K - $9.9K
|
9.33K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
99+ 14.98% |
$8.27K - $9.9K
|
760
$84K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
87+ 1.04% |
$7.27K - $8.7K
|
8.47K
$936K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
79+ 0.72% |
$6.6K - $7.9K
|
11K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79New |
$6.6K - $7.9K
|
79
$8.73K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
76+ 0.15% |
$6.35K - $7.6K
|
51.7K
$5.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
74+ 2.34% |
$6.18K - $7.4K
|
3.24K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
73+ 2.51% |
$6.1K - $7.3K
|
2.98K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
70+ 1.19% |
$5.85K - $7K
|
5.96K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64+ 14.65% |
$5.35K - $6.4K
|
501
$55.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56+ 8.38% |
$4.68K - $5.6K
|
724
$80K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54+ 2.53% |
$4.51K - $5.4K
|
2.19K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
54+ 0.65% |
$4.51K - $5.4K
|
8.41K
$929K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
53+ 36.3% |
$4.43K - $5.3K
|
199
$22K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 0.43% |
$4.01K - $4.8K
|
11.2K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
46+ 1.89% |
$3.84K - $4.6K
|
2.48K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 0.17% |
$3.76K - $4.5K
|
26.6K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
45+ 0.83% |
$3.76K - $4.5K
|
5.48K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
43+ 1.67% |
$3.59K - $4.3K
|
2.61K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41+ 1366.67% |
$3.43K - $4.1K
|
44
$4.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40+ 1.67% |
$3.34K - $4K
|
2.43K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
40+ 7.65% |
$3.34K - $4K
|
563
$62.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
39+ 0.1% |
$3.26K - $3.9K
|
40.6K
$4.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36New |
$3.01K - $3.6K
|
36
$3.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.76K - $3.3K
|
33
$3.65K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
32+ 1.44% |
$2.67K - $3.2K
|
2.26K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
26+ 0.43% |
$2.17K - $2.6K
|
6.09K
$673K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
25+ 0.82% |
$2.09K - $2.5K
|
3.08K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
23+ 0.43% |
$1.92K - $2.3K
|
5.42K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
22+ 0.17% |
$1.84K - $2.2K
|
12.8K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
21+ 0.48% |
$1.75K - $2.1K
|
4.38K
$484K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
16+ 0.39% |
$1.34K - $1.6K
|
4.16K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.13% |
$1.25K - $1.5K
|
11.7K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.27% |
$1.25K - $1.5K
|
5.58K
$616K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.43% |
$1.17K - $1.4K
|
3.27K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
14+ 0.32% |
$1.17K - $1.4K
|
4.37K
$483K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.06% |
$1K - $1.2K
|
18.6K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.19% |
$1K - $1.2K
|
6.19K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
11+ 0.15% |
$919 - $1.1K
|
7.3K
$806K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.38% |
$919 - $1.1K
|
2.9K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11+ 0.31% |
$919 - $1.1K
|
3.58K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10+ 0.07% |
$835 - $1K
|
14K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.43% |
$668 - $800
|
1.87K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.15% |
$668 - $800
|
5.2K
$574K
|