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
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 3.4% |
$11.2K - $13.4K
|
3.81K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-137- 1.39% |
$11.4K - $13.7K
|
9.73K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-147- 0.91% |
$12.3K - $14.7K
|
15.9K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-148- 5.37% |
$12.4K - $14.8K
|
2.61K
$288K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 7.78% |
$12.5K - $15K
|
1.78K
$197K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-151- 1.01% |
$12.6K - $15.1K
|
14.7K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-152- 37.62% |
$12.7K - $15.2K
|
252
$27.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-152- 0.72% |
$12.7K - $15.2K
|
21K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-158- 2.09% |
$13.2K - $15.8K
|
7.41K
$819K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 12.55% |
$13.4K - $16K
|
1.12K
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-162- 3.28% |
$13.5K - $16.2K
|
4.78K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-173- 15.78% |
$14.5K - $17.3K
|
923
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-175- 1.64% |
$14.6K - $17.5K
|
10.5K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-177- 2.36% |
$14.8K - $17.7K
|
7.33K
$810K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-186- 2.09% |
$15.5K - $18.6K
|
8.7K
$961K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-191- 0.84% |
$16K - $19.1K
|
22.6K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-192- 2.52% |
$16K - $19.2K
|
7.44K
$822K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-195- 2.62% |
$16.3K - $19.5K
|
7.26K
$802K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200- 1.25% |
$16.7K - $20K
|
15.8K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-205- 1.46% |
$17.1K - $20.5K
|
13.8K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-211- 50.0% |
$17.6K - $21.1K
|
211
$23.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-238- 0.51% |
$19.9K - $23.8K
|
46.2K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-244- 0.13% |
$20.4K - $24.4K
|
194K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-244- 10.48% |
$20.4K - $24.4K
|
2.09K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-244- 3.73% |
$20.4K - $24.4K
|
6.3K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-244- 7.26% |
$20.4K - $24.4K
|
3.12K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 3.36% |
$20.9K - $25K
|
7.19K
$794K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-258- 9.11% |
$21.6K - $25.8K
|
2.57K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-260- 2.52% |
$21.7K - $26K
|
10.1K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-265- 3.43% |
$22.1K - $26.5K
|
7.46K
$824K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-265- 18.71% |
$22.1K - $26.5K
|
1.15K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-268- 29.04% |
$22.4K - $26.8K
|
655
$72.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-275- 10.56% |
$23K - $27.5K
|
2.33K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-276- 0.62% |
$23.1K - $27.6K
|
43.9K
$4.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-278- 1.78% |
$23.2K - $27.8K
|
15.4K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-281- 10.33% |
$23.5K - $28.1K
|
2.44K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-284- 5.76% |
$23.7K - $28.4K
|
4.65K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-293- 5.24% |
$24.5K - $29.3K
|
5.3K
$586K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-298- 74.87% |
$24.9K - $29.8K
|
100
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-299- 5.09% |
$25K - $29.9K
|
5.57K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-300- 7.51% |
$25.1K - $30K
|
3.7K
$408K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-307- 5.74% |
$25.6K - $30.7K
|
5.04K
$556K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-307- 8.39% |
$25.6K - $30.7K
|
3.35K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-310- 11.27% |
$25.9K - $31K
|
2.44K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-320- 2.8% |
$26.7K - $32K
|
11.1K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-328- 5.78% |
$27.4K - $32.8K
|
5.35K
$591K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-340- 31.19% |
$28.4K - $34K
|
750
$82.9K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-342- 0.44% |
$28.6K - $34.2K
|
76.6K
$8.46M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-360- 1.82% |
$30.1K - $36K
|
19.5K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-368- 25.81% |
$30.7K - $36.8K
|
1.06K
$117K
|