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 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-23- 0.33% |
$1.92K - $2.3K
|
6.91K
$764K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-25- 9.54% |
$2.09K - $2.5K
|
237
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-25- 0.73% |
$2.09K - $2.5K
|
3.41K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25- 0.07% |
$2.09K - $2.5K
|
36.2K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-26- 1.01% |
$2.17K - $2.6K
|
2.54K
$281K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-27- 1.99% |
$2.26K - $2.7K
|
1.33K
$147K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-29- 0.3% |
$2.42K - $2.9K
|
9.57K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-30- 1.36% |
$2.51K - $3K
|
2.18K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 1.11% |
$2.84K - $3.4K
|
3.02K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-37- 1.02% |
$3.09K - $3.7K
|
3.6K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-39- 16.46% |
$3.26K - $3.9K
|
198
$21.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-41- 1.25% |
$3.43K - $4.1K
|
3.24K
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-43- 0.11% |
$3.59K - $4.3K
|
39.5K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-44- 1.33% |
$3.68K - $4.4K
|
3.26K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-47- 1.39% |
$3.93K - $4.7K
|
3.32K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-48- 3.96% |
$4.01K - $4.8K
|
1.16K
$129K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-49- 1.84% |
$4.09K - $4.9K
|
2.62K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 25.0% |
$4.18K - $5K
|
150
$16.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 0.81% |
$4.18K - $5K
|
6.11K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-51- 1.07% |
$4.26K - $5.1K
|
4.72K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-52- 0.55% |
$4.34K - $5.2K
|
9.33K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-55- 2.59% |
$4.59K - $5.5K
|
2.07K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-56- 1.18% |
$4.68K - $5.6K
|
4.7K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-59- 1.29% |
$4.93K - $5.9K
|
4.5K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-66- 0.19% |
$5.51K - $6.6K
|
35.2K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-71- 11.97% |
$5.93K - $7.1K
|
522
$57.7K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-72- 19.94% |
$6.01K - $7.2K
|
289
$31.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-75- 0.52% |
$6.27K - $7.5K
|
14.3K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-78- 2.86% |
$6.52K - $7.8K
|
2.65K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 63.93% |
$6.52K - $7.8K
|
44
$4.86K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-80- 2.68% |
$6.68K - $8K
|
2.91K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 1.35% |
$6.68K - $8K
|
5.86K
$648K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-81- 3.63% |
$6.77K - $8.1K
|
2.15K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-82- 1.92% |
$6.85K - $8.2K
|
4.19K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-85- 3.39% |
$7.1K - $8.5K
|
2.42K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-99- 46.48% |
$8.27K - $9.9K
|
114
$12.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-100- 1.96% |
$8.35K - $10K
|
5.01K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 1.25% |
$8.35K - $10K
|
7.87K
$870K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 2.77% |
$8.35K - $10K
|
3.51K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.42% |
$8.52K - $10.2K
|
4.12K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-104- 4.72% |
$8.69K - $10.4K
|
2.1K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-111- 3.42% |
$9.27K - $11.1K
|
3.13K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-115- 2.63% |
$9.61K - $11.5K
|
4.25K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-116- 2.02% |
$9.69K - $11.6K
|
5.62K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 3.31% |
$10K - $12K
|
3.51K
$388K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-122- 3.84% |
$10.2K - $12.2K
|
3.06K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-127- 0.31% |
$10.6K - $12.7K
|
40.8K
$4.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-128- 1.34% |
$10.7K - $12.8K
|
9.44K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-130- 4.04% |
$10.9K - $13K
|
3.08K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-131- 4.71% |
$10.9K - $13.1K
|
2.65K
$293K
|