Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.5K+ 769.11% |
$1.64M - $1.76M
|
17.5K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
12.8KNew |
$1.35M - $1.44M
|
12.8K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.4K+ 10.27% |
$996K - $1.06M
|
101K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
8.92KNew |
$944K - $1.01M
|
8.92K
$982K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.32K+ 15.48% |
$881K - $941K
|
62K
$6.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
6.72KNew |
$711K - $760K
|
6.72K
$740K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.03KNew |
$638K - $682K
|
6.03K
$664K
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
5.7K+ 7.85% |
$604K - $645K
|
78.3K
$8.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.53K+ 310.96% |
$586K - $626K
|
7.31K
$806K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.21KNew |
$552K - $589K
|
5.21K
$574K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.96K+ 261.3% |
$526K - $562K
|
6.86K
$756K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 17.6% |
$435K - $465K
|
27.5K
$3.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.96KNew |
$420K - $448K
|
3.96K
$437K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.87KNew |
$410K - $438K
|
3.87K
$427K
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
3.56KNew |
$377K - $403K
|
3.56K
$393K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.16K+ 17.27% |
$334K - $357K
|
21.4K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.02KNew |
$319K - $341K
|
3.02K
$332K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.89K+ 5.59% |
$307K - $328K
|
54.7K
$6.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.56K+ 1.15% |
$271K - $289K
|
225K
$24.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.44K+ 226.3% |
$258K - $276K
|
3.51K
$387K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.4KNew |
$254K - $271K
|
2.4K
$264K
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.19KNew |
$232K - $248K
|
2.19K
$242K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.15K+ 3.55% |
$228K - $244K
|
62.8K
$6.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.95K+ 3.58% |
$207K - $221K
|
56.4K
$6.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.8KNew |
$191K - $204K
|
1.8K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.8KNew |
$190K - $203K
|
1.8K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.19K+ 2.98% |
$126K - $135K
|
41.3K
$4.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 9.67% |
$123K - $132K
|
13.2K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.08K+ 2.88% |
$115K - $122K
|
38.7K
$4.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
962+ 3.15% |
$102K - $109K
|
31.5K
$3.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
939New |
$99.4K - $106K
|
939
$103K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
843+ 1.37% |
$89.3K - $95.4K
|
62.5K
$6.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
704+ 2.56% |
$74.6K - $79.7K
|
28.2K
$3.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
610+ 1.62% |
$64.6K - $69K
|
38.3K
$4.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
579+ 18.9% |
$61.3K - $65.5K
|
3.64K
$401K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573+ 30.33% |
$60.7K - $64.9K
|
2.46K
$271K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
315+ 14.99% |
$33.4K - $35.7K
|
2.42K
$266K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
293+ 3.21% |
$31K - $33.2K
|
9.43K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
280+ 1.58% |
$29.7K - $31.7K
|
18K
$1.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
275+ 0.32% |
$29.1K - $31.1K
|
85.3K
$9.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$28.4K - $30.3K
|
268
$29.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
219+ 5.58% |
$23.2K - $24.8K
|
4.14K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
194+ 2.43% |
$20.5K - $22K
|
8.17K
$901K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
191+ 6.93% |
$20.2K - $21.6K
|
2.95K
$325K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
190+ 2.83% |
$20.1K - $21.5K
|
6.91K
$761K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
185+ 28.73% |
$19.6K - $20.9K
|
829
$91.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
164+ 4.34% |
$17.4K - $18.6K
|
3.94K
$434K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
130+ 2.92% |
$13.8K - $14.7K
|
4.59K
$506K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106+ 15.34% |
$11.2K - $12K
|
797
$87.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
104+ 2.88% |
$11K - $11.8K
|
3.72K
$410K
|
|