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 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-44- 6.75% |
$4.22K - $4.52K
|
608
$68.7K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-44- 0.97% |
$4.22K - $4.52K
|
4.47K
$506K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-49- 2.29% |
$4.7K - $5.04K
|
2.09K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-49- 0.2% |
$4.7K - $5.04K
|
24.2K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 1.09% |
$4.79K - $5.14K
|
4.56K
$515K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-51- 1.58% |
$4.89K - $5.24K
|
3.18K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-51- 1.14% |
$4.89K - $5.24K
|
4.4K
$498K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-52- 0.68% |
$4.99K - $5.34K
|
7.61K
$861K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-53- 0.23% |
$5.08K - $5.45K
|
23.1K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-55- 0.05% |
$5.27K - $5.65K
|
104K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-56- 1.23% |
$5.37K - $5.76K
|
4.5K
$509K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-56- 2.43% |
$5.37K - $5.76K
|
2.25K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-58- 1.11% |
$5.56K - $5.96K
|
5.16K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-60- 1.42% |
$5.75K - $6.17K
|
4.16K
$470K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-73- 0.18% |
$7K - $7.5K
|
40.6K
$4.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 59.38% |
$7.29K - $7.81K
|
52
$5.88K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-79- 2.85% |
$7.57K - $8.12K
|
2.69K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80- 0.28% |
$7.67K - $8.22K
|
28.5K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-81- 9.81% |
$7.77K - $8.33K
|
745
$84.2K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-83- 1.19% |
$7.96K - $8.53K
|
6.86K
$776K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-86- 1.12% |
$8.25K - $8.84K
|
7.58K
$856K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-87- 2.73% |
$8.34K - $8.94K
|
3.1K
$350K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-89- 1.11% |
$8.53K - $9.15K
|
7.94K
$898K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-94- 0.85% |
$9.01K - $9.66K
|
10.9K
$1.23M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-95- 1.05% |
$9.11K - $9.76K
|
8.94K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-95- 1.69% |
$9.11K - $9.76K
|
5.52K
$624K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-95- 1.4% |
$9.11K - $9.76K
|
6.69K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-96- 0.66% |
$9.2K - $9.87K
|
14.4K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-97- 0.25% |
$9.3K - $9.97K
|
38.4K
$4.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-97- 2.96% |
$9.3K - $9.97K
|
3.18K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-97- 0.58% |
$9.3K - $9.97K
|
16.6K
$1.87M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 1.25% |
$9.59K - $10.3K
|
7.9K
$893K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-103- 4.25% |
$9.88K - $10.6K
|
2.32K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-104- 0.74% |
$9.97K - $10.7K
|
14K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-114- 0.33% |
$10.9K - $11.7K
|
34.6K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-119- 1.1% |
$11.4K - $12.2K
|
10.7K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-120- 5.45% |
$11.5K - $12.3K
|
2.08K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-120- 1.55% |
$11.5K - $12.3K
|
7.6K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-121- 85.21% |
$11.6K - $12.4K
|
21
$2.37K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-124- 3.64% |
$11.9K - $12.7K
|
3.28K
$371K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-127- 1.17% |
$12.2K - $13.1K
|
10.7K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-133- 2.84% |
$12.8K - $13.7K
|
4.56K
$515K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-134- 0.6% |
$12.8K - $13.8K
|
22.3K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-136- 1.0% |
$13K - $14K
|
13.4K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-138- 0.72% |
$13.2K - $14.2K
|
18.9K
$2.14M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-151- 92.07% |
$14.5K - $15.5K
|
13
$1.47K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-159- 36.72% |
$15.2K - $16.3K
|
274
$31K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-159- 2.44% |
$15.2K - $16.3K
|
6.36K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-162- 3.96% |
$15.5K - $16.7K
|
3.93K
$445K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-164- 1.2% |
$15.7K - $16.9K
|
13.5K
$1.52M
|