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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 7.04% |
$156K - $167K
|
24.8K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.62K+ 4.05% |
$155K - $166K
|
41.5K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.6K+ 7.58% |
$154K - $165K
|
22.7K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.6KNew |
$153K - $164K
|
1.6K
$181K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.58K+ 1.92% |
$151K - $162K
|
84K
$9.5M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.55K+ 61.0% |
$149K - $160K
|
4.1K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.55K+ 38.24% |
$149K - $159K
|
5.6K
$633K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.54K+ 7.31% |
$147K - $158K
|
22.5K
$2.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 12.02% |
$147K - $158K
|
14.3K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.46K+ 6.59% |
$140K - $150K
|
23.5K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.34K+ 3.0% |
$128K - $138K
|
46K
$5.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.33K+ 2.81% |
$128K - $137K
|
48.6K
$5.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.29K+ 3.54% |
$124K - $133K
|
37.7K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$121K - $130K
|
1.26K
$142K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.24K+ 1.75% |
$119K - $128K
|
72.2K
$8.16M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.2K+ 50.57% |
$115K - $123K
|
3.57K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 301.02% |
$113K - $122K
|
1.58K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 24.59% |
$106K - $114K
|
5.61K
$634K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.1K+ 4.0% |
$105K - $113K
|
28.6K
$3.24M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 3.14% |
$104K - $112K
|
35.8K
$4.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.04K+ 1.26% |
$100K - $107K
|
83.9K
$9.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 1.4% |
$99.2K - $106K
|
74.9K
$8.47M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 33.31% |
$98.9K - $106K
|
4.13K
$467K
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.03K+ 14.4% |
$98.6K - $106K
|
8.17K
$923K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 230.63% |
$98.2K - $105K
|
1.47K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.01K+ 20.11% |
$97.1K - $104K
|
6.05K
$684K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
990+ 105.43% |
$94.9K - $102K
|
1.93K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
990+ 10.57% |
$94.9K - $102K
|
10.4K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
946+ 8.23% |
$90.7K - $97.2K
|
12.4K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
912+ 1.65% |
$87.4K - $93.7K
|
56K
$6.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
883+ 275.94% |
$84.7K - $90.8K
|
1.2K
$136K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
875New |
$83.9K - $89.9K
|
875
$98.9K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
839+ 7.4% |
$80.4K - $86.2K
|
12.2K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
820+ 3.4% |
$78.6K - $84.3K
|
24.9K
$2.82M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
774+ 0.9% |
$74.2K - $79.6K
|
86.9K
$9.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
770+ 4.1% |
$73.8K - $79.1K
|
19.5K
$2.21M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
691+ 0.93% |
$66.3K - $71K
|
75.3K
$8.51M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
650+ 10.98% |
$62.3K - $66.8K
|
6.57K
$742K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
629+ 1.27% |
$60.3K - $64.6K
|
50K
$5.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
622+ 9.43% |
$59.6K - $63.9K
|
7.22K
$816K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
568+ 12.92% |
$54.5K - $58.4K
|
4.96K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
562+ 9.4% |
$53.9K - $57.8K
|
6.54K
$740K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
551+ 2.24% |
$52.8K - $56.6K
|
25.2K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
550+ 21.5% |
$52.7K - $56.5K
|
3.11K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
531New |
$50.9K - $54.6K
|
531
$60K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
522+ 2.99% |
$50K - $53.7K
|
18K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
521+ 12.31% |
$50K - $53.5K
|
4.75K
$537K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
515+ 16.78% |
$49.4K - $52.9K
|
3.58K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
498+ 1.33% |
$47.7K - $51.2K
|
38K
$4.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
466New |
$44.7K - $47.9K
|
466
$52.7K
|