Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
427K+ 8726.07% |
$42.3M - $48M
|
432K
$47.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
412KNew |
$40.8M - $46.2M
|
412K
$45.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
355K+ 4702.13% |
$35.1M - $39.8M
|
362K
$39.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
209KNew |
$20.7M - $23.5M
|
209K
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131K+ 136.13% |
$13M - $14.7M
|
228K
$25.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.9K+ 7.78% |
$8.01M - $9.08M
|
1.12M
$124M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78.4KNew |
$7.76M - $8.8M
|
78.4K
$8.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
72.6KNew |
$7.19M - $8.15M
|
72.6K
$8M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
70.9K+ 728.53% |
$7.02M - $7.96M
|
80.7K
$8.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57K+ 54.16% |
$5.64M - $6.39M
|
162K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47K+ 220.93% |
$4.65M - $5.27M
|
68.2K
$7.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.9K+ 6.08% |
$4.05M - $4.59M
|
713K
$78.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
32K+ 200.69% |
$3.16M - $3.59M
|
47.9K
$5.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
31.9KNew |
$3.16M - $3.58M
|
31.9K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
31.5KNew |
$3.11M - $3.53M
|
31.5K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
30.7KNew |
$3.04M - $3.44M
|
30.7K
$3.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.7K+ 99.0% |
$2.65M - $3M
|
53.7K
$5.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 0.65% |
$2.09M - $2.37M
|
3.29M
$362M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
19.3KNew |
$1.91M - $2.17M
|
19.3K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
19.2KNew |
$1.9M - $2.15M
|
19.2K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$1.83M - $2.08M
|
18.5K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.6K+ 30.77% |
$1.75M - $1.98M
|
75K
$8.26M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 4.38% |
$1.61M - $1.83M
|
388K
$42.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.3K+ 105.04% |
$1.61M - $1.82M
|
31.7K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.2K+ 4.88% |
$1.5M - $1.7M
|
326K
$35.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$1.5M - $1.7M
|
15.1K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15K+ 141.02% |
$1.48M - $1.68M
|
25.6K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
13.8KNew |
$1.36M - $1.54M
|
13.8K
$1.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.4K+ 8.56% |
$1.23M - $1.39M
|
158K
$17.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
10.8KNew |
$1.07M - $1.22M
|
10.8K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 151.59% |
$1.04M - $1.18M
|
17.4K
$1.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.78KNew |
$968K - $1.1M
|
9.78K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.29K+ 43.46% |
$920K - $1.04M
|
30.7K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.5K+ 28.96% |
$842K - $954K
|
37.9K
$4.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.37K+ 13.64% |
$829K - $940K
|
69.8K
$7.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.33K+ 67.89% |
$725K - $822K
|
18.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.29K+ 4.58% |
$722K - $818K
|
166K
$18.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7K+ 22.58% |
$693K - $785K
|
38K
$4.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.46K+ 3.6% |
$639K - $724K
|
186K
$20.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.27K+ 4.59% |
$621K - $704K
|
143K
$15.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.26KNew |
$619K - $702K
|
6.26K
$689K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.21K+ 22.61% |
$614K - $696K
|
33.7K
$3.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.07K+ 2.8% |
$601K - $681K
|
223K
$24.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.99K+ 12.8% |
$593K - $672K
|
52.8K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
5.62KNew |
$556K - $630K
|
5.62K
$619K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.22K+ 5.87% |
$516K - $585K
|
94.1K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.07K+ 773.89% |
$502K - $569K
|
5.72K
$631K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.88KNew |
$483K - $547K
|
4.88K
$537K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.39K+ 70.36% |
$435K - $493K
|
10.6K
$1.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
4.34KNew |
$430K - $487K
|
4.34K
$478K
|
|