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 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-165- 42.31% |
$15.8K - $17K
|
225
$25.4K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-166- 0.21% |
$15.9K - $17.1K
|
78K
$8.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-167- 60.29% |
$16K - $17.2K
|
110
$12.4K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-171- 2.61% |
$16.4K - $17.6K
|
6.38K
$721K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-174- 1.36% |
$16.7K - $17.9K
|
12.6K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-175- 50.72% |
$16.8K - $18K
|
170
$19.2K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-176- 1.79% |
$16.9K - $18.1K
|
9.64K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-183- 7.03% |
$17.5K - $18.8K
|
2.42K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.88% |
$17.8K - $19.1K
|
9.7K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-190- 1.46% |
$18.2K - $19.5K
|
12.8K
$1.45M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-195- 9.72% |
$18.7K - $20K
|
1.81K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-195- 5.03% |
$18.7K - $20K
|
3.69K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 4.0% |
$19.2K - $20.6K
|
4.79K
$542K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-200- 7.86% |
$19.2K - $20.6K
|
2.35K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-210- 0.4% |
$20.1K - $21.6K
|
52.2K
$5.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-221- 0.83% |
$21.2K - $22.7K
|
26.3K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-225- 2.42% |
$21.6K - $23.1K
|
9.08K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-233- 7.18% |
$22.3K - $23.9K
|
3.01K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-234- 6.62% |
$22.4K - $24.1K
|
3.3K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-238- 31.73% |
$22.8K - $24.5K
|
512
$57.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-239- 2.15% |
$22.9K - $24.6K
|
10.9K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-248- 0.99% |
$23.8K - $25.5K
|
24.9K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-256- 24.78% |
$24.5K - $26.3K
|
777
$87.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-257- 65.06% |
$24.6K - $26.4K
|
138
$15.6K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-266- 1.6% |
$25.5K - $27.3K
|
16.3K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-267- 5.64% |
$25.6K - $27.4K
|
4.47K
$505K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-267- 6.78% |
$25.6K - $27.4K
|
3.67K
$415K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-270- 6.2% |
$25.9K - $27.8K
|
4.08K
$461K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-281- 4.33% |
$26.9K - $28.9K
|
6.21K
$702K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-286- 4.97% |
$27.4K - $29.4K
|
5.47K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-287- 0.5% |
$27.5K - $29.5K
|
56.7K
$6.41M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-290- 9.05% |
$27.8K - $29.8K
|
2.92K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-303- 2.3% |
$29.1K - $31.1K
|
12.9K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-310- 2.17% |
$29.7K - $31.9K
|
14K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-312- 1.11% |
$29.9K - $32.1K
|
27.9K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-313- 6.26% |
$30K - $32.2K
|
4.69K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-315- 1.36% |
$30.2K - $32.4K
|
22.9K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-317- 50.0% |
$30.4K - $32.6K
|
317
$35.8K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-320- 7.5% |
$30.7K - $32.9K
|
3.95K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-322- 0.82% |
$30.9K - $33.1K
|
39K
$4.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-325- 7.76% |
$31.2K - $33.4K
|
3.86K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-332- 2.21% |
$31.8K - $34.1K
|
14.7K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-336- 1.85% |
$32.2K - $34.5K
|
17.8K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-336- 9.25% |
$32.2K - $34.5K
|
3.3K
$373K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-345- 0.55% |
$33.1K - $35.5K
|
62K
$7M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-350- 4.36% |
$33.6K - $36K
|
7.68K
$868K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-367- 12.44% |
$35.2K - $37.7K
|
2.58K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-385- 2.27% |
$36.9K - $39.6K
|
16.6K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-392- 81.5% |
$37.6K - $40.3K
|
89
$10.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-397- 3.83% |
$38.1K - $40.8K
|
9.96K
$1.13M
|