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 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 1.2% |
$668 - $800
|
672
$74.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.19% |
$418 - $500
|
2.7K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 0.82% |
$418 - $500
|
613
$67.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.17% |
$334 - $400
|
2.36K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.31% |
$251 - $300
|
969
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 0.12% |
$251 - $300
|
2.56K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$251 - $300
|
488
$53.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
2+ 0.06% |
$167 - $200
|
3.58K
$395K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.13% |
$167 - $200
|
1.53K
$169K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.03% |
$167 - $200
|
7.71K
$852K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.56% |
$167 - $200
|
358
$39.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$167 - $200
|
1.28K
$142K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$167 - $200
|
2.82K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$167 - $200
|
1.39K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$83.5 - $100
|
3.31K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.04% |
$83.5 - $100
|
2.76K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$83.5 - $100
|
14.4K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$83.5 - $100
|
2.16K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 3.13% |
$83.5 - $100
|
33
$3.65K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.05% |
$83.5 - $100
|
2.05K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$83.5 - $100
|
415
$45.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
1+ 25.0% |
$83.5 - $100
|
5
$552
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$83.5 - $100
|
8.25K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$83.5 - $100
|
297
$32.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.32K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$83.5 - $100
|
45.4K
$5.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.36% |
$83.5 - $100
|
280
$30.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.86K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1- 0.21% |
$83.5 - $100
|
480
$53K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.09% |
$167 - $200
|
2.24K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.04% |
$251 - $300
|
6.73K
$744K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4- 3.48% |
$334 - $400
|
111
$12.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4- 0.04% |
$334 - $400
|
10.9K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-5- 0.13% |
$418 - $500
|
3.71K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-6- 85.71% |
$501 - $600
|
1
$110
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7- 0.15% |
$585 - $700
|
4.75K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.18% |
$668 - $800
|
4.47K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11- 3.62% |
$919 - $1.1K
|
293
$32.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.43% |
$1K - $1.2K
|
2.77K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14- 0.26% |
$1.17K - $1.4K
|
5.28K
$583K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14- 0.17% |
$1.17K - $1.4K
|
8.22K
$908K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-15- 0.84% |
$1.25K - $1.5K
|
1.78K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-15- 0.54% |
$1.25K - $1.5K
|
2.76K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-16- 0.23% |
$1.34K - $1.6K
|
6.89K
$761K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-19- 0.43% |
$1.59K - $1.9K
|
4.4K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-19- 0.89% |
$1.59K - $1.9K
|
2.11K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.09% |
$1.75K - $2.1K
|
22.9K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-22- 0.32% |
$1.84K - $2.2K
|
6.85K
$757K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.99% |
$1.84K - $2.2K
|
2.2K
$243K
|