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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-374- 5.26% |
$31.2K - $37.4K
|
6.74K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-382- 6.48% |
$31.9K - $38.2K
|
5.51K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-383- 2.53% |
$32K - $38.3K
|
14.8K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-384- 15.7% |
$32.1K - $38.4K
|
2.06K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-388- 6.4% |
$32.4K - $38.8K
|
5.67K
$627K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-389- 22.72% |
$32.5K - $38.9K
|
1.32K
$146K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-396- 83.54% |
$33.1K - $39.6K
|
78
$8.62K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-409- 42.65% |
$34.2K - $40.9K
|
550
$60.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-410- 9.19% |
$34.3K - $41K
|
4.05K
$448K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-472- 1.17% |
$39.4K - $47.2K
|
40K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-472- 3.8% |
$39.4K - $47.2K
|
11.9K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-472- 4.58% |
$39.4K - $47.2K
|
9.83K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-473- 10.2% |
$39.5K - $47.3K
|
4.16K
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-491- 13.32% |
$41K - $49.1K
|
3.2K
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-495- 1.06% |
$41.4K - $49.5K
|
46.2K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-500- 28.06% |
$41.8K - $50K
|
1.28K
$142K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-510- 11.12% |
$42.6K - $51K
|
4.08K
$450K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-515- 26.94% |
$43K - $51.5K
|
1.4K
$154K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-530- 14.76% |
$44.3K - $53K
|
3.06K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-532- 0.79% |
$44.4K - $53.2K
|
67.2K
$7.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-534- 5.67% |
$44.6K - $53.4K
|
8.89K
$982K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-535- 0.69% |
$44.7K - $53.5K
|
77.4K
$8.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-553- 9.72% |
$46.2K - $55.3K
|
5.14K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-556- 10.32% |
$46.4K - $55.6K
|
4.83K
$534K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-570- 3.59% |
$47.6K - $57K
|
15.3K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-592- 2.22% |
$49.5K - $59.2K
|
26.1K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-614- 5.11% |
$51.3K - $61.4K
|
11.4K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-614- 1.16% |
$51.3K - $61.4K
|
52.2K
$5.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-627- 13.8% |
$52.4K - $62.7K
|
3.92K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-640- 9.47% |
$53.5K - $64K
|
6.12K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-649- 16.6% |
$54.2K - $64.9K
|
3.26K
$360K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-686- 16.45% |
$57.3K - $68.6K
|
3.49K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-697- 6.73% |
$58.2K - $69.7K
|
9.66K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-711- 15.91% |
$59.4K - $71.1K
|
3.76K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-741- 2.32% |
$61.9K - $74.1K
|
31.2K
$3.45M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-783- 24.57% |
$65.4K - $78.3K
|
2.4K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-792- 0.46% |
$66.2K - $79.2K
|
173K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-795- 26.64% |
$66.4K - $79.5K
|
2.19K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-824- 4.12% |
$68.8K - $82.4K
|
19.2K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-868- 20.76% |
$72.5K - $86.8K
|
3.31K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-872- 3.26% |
$72.8K - $87.2K
|
25.9K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-872- 32.67% |
$72.8K - $87.2K
|
1.8K
$199K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-884- 6.47% |
$73.8K - $88.4K
|
12.8K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-888- 9.32% |
$74.2K - $88.8K
|
8.64K
$955K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-900- 97.61% |
$75.2K - $90K
|
22
$2.43K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-911- 9.29% |
$76.1K - $91.1K
|
8.89K
$982K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 8.3% |
$83.5K - $100K
|
11K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-1.01K- 3.22% |
$84.5K - $101K
|
30.4K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.04K- 13.54% |
$87.1K - $104K
|
6.66K
$736K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.06K- 8.88% |
$88.6K - $106K
|
10.9K
$1.2M
|