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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
129+ 3.09% |
$12.4K - $13.3K
|
4.3K
$412K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111+ 2.33% |
$10.6K - $11.4K
|
4.88K
$467K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
107+ 2.23% |
$10.3K - $11K
|
4.9K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
105+ 6.91% |
$10.1K - $10.8K
|
1.63K
$156K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
104+ 1.52% |
$9.97K - $10.7K
|
6.96K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100New |
$9.59K - $10.3K
|
100
$9.57K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
100+ 0.98% |
$9.59K - $10.3K
|
10.3K
$987K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100+ 2.7% |
$9.59K - $10.3K
|
3.81K
$364K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90New |
$8.63K - $9.25K
|
90
$8.62K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
88+ 3.41% |
$8.44K - $9.04K
|
2.67K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
80New |
$7.67K - $8.22K
|
80
$7.66K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
79+ 0.52% |
$7.57K - $8.12K
|
15.4K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
77+ 3.58% |
$7.38K - $7.91K
|
2.23K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
75+ 0.1% |
$7.19K - $7.71K
|
79K
$7.56M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
70+ 0.35% |
$6.71K - $7.19K
|
19.9K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
70+ 1.2% |
$6.71K - $7.19K
|
5.92K
$567K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
69+ 0.81% |
$6.62K - $7.09K
|
8.58K
$821K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
68+ 2.59% |
$6.52K - $6.99K
|
2.7K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
64New |
$6.14K - $6.58K
|
64
$6.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
59+ 1.06% |
$5.66K - $6.06K
|
5.64K
$540K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
54+ 0.4% |
$5.18K - $5.55K
|
13.7K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.02% |
$4.79K - $5.14K
|
4.97K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
49+ 4.02% |
$4.7K - $5.04K
|
1.27K
$121K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
42+ 19.09% |
$4.03K - $4.32K
|
262
$25.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
40+ 1.8% |
$3.84K - $4.11K
|
2.26K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
39+ 0.95% |
$3.74K - $4.01K
|
4.12K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
39+ 2.0% |
$3.74K - $4.01K
|
1.99K
$190K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
35+ 0.99% |
$3.36K - $3.6K
|
3.56K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.36% |
$3.26K - $3.49K
|
9.42K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 1.46% |
$2.68K - $2.88K
|
1.94K
$186K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
28+ 1.4% |
$2.68K - $2.88K
|
2.03K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.09% |
$2.49K - $2.67K
|
29K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.35% |
$2.11K - $2.26K
|
6.25K
$599K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
21+ 0.35% |
$2.01K - $2.16K
|
5.95K
$570K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20+ 0.13% |
$1.92K - $2.06K
|
14.8K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
19+ 0.36% |
$1.82K - $1.95K
|
5.32K
$510K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
19+ 0.09% |
$1.82K - $1.95K
|
21.9K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18+ 0.32% |
$1.73K - $1.85K
|
5.68K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.36% |
$1.63K - $1.75K
|
4.68K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.07% |
$1.63K - $1.75K
|
23.8K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
17+ 0.22% |
$1.63K - $1.75K
|
7.73K
$740K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 7.14% |
$1.34K - $1.44K
|
210
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
13New |
$1.25K - $1.34K
|
13
$1.24K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$1.15K - $1.23K
|
12
$1.15K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12+ 0.29% |
$1.15K - $1.23K
|
4.09K
$392K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
12+ 0.02% |
$1.15K - $1.23K
|
56.1K
$5.37M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10+ 2.91% |
$959 - $1.03K
|
354
$33.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.23% |
$863 - $925
|
4.01K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9+ 1.59% |
$863 - $925
|
575
$55.1K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.33% |
$863 - $925
|
2.75K
$263K
|