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 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7.08K+ 4.42% |
$678K - $727K
|
167K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.08K+ 41.15% |
$678K - $727K
|
24.3K
$2.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
7.03K+ 10.13% |
$674K - $723K
|
76.4K
$8.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.01K+ 62.81% |
$576K - $618K
|
15.6K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.61K+ 11.99% |
$538K - $577K
|
52.4K
$5.93M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5.42K+ 2.32% |
$519K - $557K
|
239K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.19KNew |
$498K - $534K
|
5.19K
$587K
|
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
5.11K+ 119.79% |
$490K - $525K
|
9.37K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.91K+ 2.15% |
$471K - $505K
|
233K
$26.4M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.81K+ 14.53% |
$461K - $494K
|
37.9K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.46K+ 2.9% |
$428K - $459K
|
158K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.27KNew |
$410K - $439K
|
4.27K
$483K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.26KNew |
$409K - $438K
|
4.26K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.26K+ 1.41% |
$408K - $437K
|
306K
$34.6M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.1KNew |
$393K - $421K
|
4.1K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.06K+ 11.65% |
$389K - $417K
|
38.9K
$4.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.01K+ 32.63% |
$385K - $412K
|
16.3K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.91K+ 77.25% |
$375K - $402K
|
8.98K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.16K+ 5.49% |
$303K - $325K
|
60.7K
$6.87M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.91K+ 7.23% |
$279K - $299K
|
43.1K
$4.88M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.9K+ 62.75% |
$278K - $298K
|
7.52K
$850K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.88K+ 7.15% |
$276K - $296K
|
43.1K
$4.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2.81K+ 8.98% |
$270K - $289K
|
34.2K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.79KNew |
$267K - $287K
|
2.79K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.63K+ 27.7% |
$253K - $271K
|
12.1K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.63KNew |
$253K - $271K
|
2.63K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.61K+ 6.4% |
$250K - $268K
|
43.4K
$4.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.51KNew |
$240K - $258K
|
2.51K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.5K+ 595.71% |
$240K - $257K
|
2.92K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.41K+ 0.75% |
$231K - $247K
|
322K
$36.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.36K+ 19.35% |
$226K - $242K
|
14.5K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.33K+ 4.06% |
$223K - $239K
|
59.8K
$6.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.23K+ 70.52% |
$213K - $229K
|
5.38K
$608K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.22KNew |
$213K - $228K
|
2.22K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.16KNew |
$207K - $222K
|
2.16K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.13KNew |
$204K - $219K
|
2.13K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08KNew |
$200K - $214K
|
2.08K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.07KNew |
$199K - $213K
|
2.07K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.07KNew |
$199K - $213K
|
2.07K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97K+ 1.86% |
$188K - $202K
|
107K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.95K+ 10.54% |
$187K - $200K
|
20.4K
$2.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.86K+ 91.05% |
$178K - $191K
|
3.91K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.86K+ 2.99% |
$178K - $191K
|
63.9K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 78.67% |
$176K - $188K
|
4.16K
$471K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.81K+ 2.47% |
$174K - $186K
|
75.3K
$8.52M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.8K+ 1.53% |
$173K - $185K
|
120K
$13.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.77K+ 6.33% |
$170K - $182K
|
29.7K
$3.36M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.74K+ 37.87% |
$167K - $179K
|
6.35K
$718K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.72K+ 35.75% |
$165K - $177K
|
6.54K
$740K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 0.81% |
$158K - $170K
|
205K
$23.2M
|