Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
523K+ 51.01% |
$50.1M - $53.7M
|
1.55M
$175M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
496K+ 14.29% |
$47.6M - $51M
|
3.97M
$448M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 4.06% |
$14.9M - $15.9M
|
3.97M
$448M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 4.06% |
$14.9M - $15.9M
|
3.97M
$448M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124K+ 227.75% |
$11.9M - $12.8M
|
179K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 3.17% |
$11.6M - $12.4M
|
3.93M
$444M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
90.3K+ 8.2% |
$8.65M - $9.28M
|
1.19M
$135M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.3K+ 1003.02% |
$7.98M - $8.56M
|
91.6K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.8K+ 149.36% |
$5.74M - $6.15M
|
99.9K
$11.3M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59.8K+ 178.38% |
$5.73M - $6.14M
|
93.3K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.3KNew |
$5.59M - $5.99M
|
58.3K
$6.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
52.8KNew |
$5.07M - $5.43M
|
52.8K
$5.97M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48.3K+ 45.65% |
$4.63M - $4.96M
|
154K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
41.5KNew |
$3.98M - $4.26M
|
41.5K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
39KNew |
$3.74M - $4.01M
|
39K
$4.41M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35K+ 170.58% |
$3.36M - $3.6M
|
55.6K
$6.28M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 162.6% |
$3.33M - $3.57M
|
56.2K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
30.6K+ 1190.76% |
$2.93M - $3.14M
|
33.1K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.2K+ 197.45% |
$2.89M - $3.1M
|
45.4K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
29.5KNew |
$2.83M - $3.03M
|
29.5K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.1K+ 8.79% |
$2.69M - $2.89M
|
348K
$39.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
26.7K+ 1.89% |
$2.56M - $2.75M
|
1.44M
$163M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
24.8K+ 8.81% |
$2.38M - $2.55M
|
307K
$34.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.8K+ 15398.76% |
$2.38M - $2.55M
|
25K
$2.82M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23.7K+ 97.95% |
$2.27M - $2.43M
|
47.9K
$5.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
23.5KNew |
$2.25M - $2.41M
|
23.5K
$2.65M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.9K+ 4.98% |
$2.1M - $2.25M
|
461K
$52.1M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
19.9KNew |
$1.91M - $2.04M
|
19.9K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
16.4K+ 652.52% |
$1.57M - $1.69M
|
18.9K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.4K+ 4.31% |
$1.57M - $1.68M
|
397K
$44.8M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
15.5K+ 117.21% |
$1.48M - $1.59M
|
28.7K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
15.3K+ 115.17% |
$1.47M - $1.57M
|
28.6K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14.9K+ 60.07% |
$1.43M - $1.53M
|
39.6K
$4.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.8K+ 229.4% |
$1.42M - $1.52M
|
21.3K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.8K+ 220.12% |
$1.22M - $1.31M
|
18.6K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
12.1K+ 89.86% |
$1.16M - $1.24M
|
25.5K
$2.89M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4K+ 61.01% |
$995K - $1.07M
|
27.4K
$3.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
9.08K+ 79.54% |
$870K - $933K
|
20.5K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
9KNew |
$863K - $925K
|
9K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 9.69% |
$838K - $898K
|
98.9K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.47K+ 2.17% |
$812K - $870K
|
398K
$45M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.17K+ 30.56% |
$784K - $840K
|
34.9K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.15K+ 29.17% |
$781K - $838K
|
36.1K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.97KNew |
$765K - $820K
|
7.97K
$901K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
7.91KNew |
$758K - $813K
|
7.91K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.72KNew |
$740K - $793K
|
7.72K
$872K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.63K+ 20.75% |
$732K - $784K
|
44.4K
$5.02M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.46KNew |
$716K - $767K
|
7.46K
$844K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.46KNew |
$716K - $767K
|
7.46K
$844K
|