Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.11KNew |
$387K - $420K
|
4.11K
$449K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.02K+ 8.83% |
$378K - $410K
|
49.5K
$5.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4KNew |
$377K - $409K
|
4K
$438K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.86K+ 24.75% |
$363K - $394K
|
19.4K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.76K+ 0.32% |
$354K - $384K
|
1.2M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.48KNew |
$328K - $355K
|
3.48K
$381K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.12K+ 10.86% |
$293K - $318K
|
31.8K
$3.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.08K+ 3.66% |
$290K - $314K
|
87.1K
$9.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.06KNew |
$288K - $312K
|
3.06K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 90.11% |
$285K - $309K
|
6.38K
$698K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.02K+ 100.27% |
$284K - $309K
|
6.04K
$660K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.92K+ 7.62% |
$275K - $299K
|
41.3K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.85KNew |
$268K - $291K
|
2.85K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.8K+ 6.75% |
$264K - $286K
|
44.3K
$4.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.63KNew |
$247K - $268K
|
2.63K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.54K+ 4.05% |
$239K - $260K
|
65.3K
$7.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.54K+ 17.44% |
$239K - $259K
|
17.1K
$1.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.47KNew |
$232K - $252K
|
2.47K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 6.98% |
$231K - $250K
|
37.6K
$4.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.43KNew |
$228K - $248K
|
2.43K
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.4KNew |
$226K - $245K
|
2.4K
$263K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
2.37KNew |
$223K - $242K
|
2.37K
$260K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.36KNew |
$222K - $241K
|
2.36K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.36KNew |
$222K - $241K
|
2.36K
$258K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 18.77% |
$220K - $238K
|
14.8K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.3KNew |
$217K - $235K
|
2.3K
$252K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 17.62% |
$214K - $232K
|
15.2K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.21K+ 0.92% |
$208K - $226K
|
242K
$26.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.18K+ 24.25% |
$205K - $223K
|
11.2K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.15KNew |
$202K - $220K
|
2.15K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.14K+ 5.68% |
$202K - $219K
|
39.8K
$4.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.1K+ 4.88% |
$198K - $215K
|
45.2K
$4.95M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 525.0% |
$198K - $214K
|
2.5K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.08KNew |
$196K - $213K
|
2.08K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.05K+ 3.87% |
$193K - $209K
|
54.9K
$6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.03KNew |
$191K - $207K
|
2.03K
$222K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2KNew |
$188K - $204K
|
2K
$218K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.99K+ 0.97% |
$187K - $203K
|
207K
$22.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.8K+ 0.62% |
$169K - $184K
|
293K
$32M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.79K+ 0.58% |
$168K - $183K
|
309K
$33.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.77KNew |
$167K - $181K
|
1.77K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.76K+ 61.96% |
$166K - $180K
|
4.6K
$503K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.75K+ 3.08% |
$165K - $179K
|
58.5K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.75K+ 78.74% |
$165K - $179K
|
3.97K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.72K+ 4.53% |
$162K - $175K
|
39.6K
$4.34M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.71K+ 2.67% |
$161K - $175K
|
65.7K
$7.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.7K+ 0.43% |
$160K - $174K
|
395K
$43.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.6K+ 11.96% |
$151K - $164K
|
15K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.54K+ 13.17% |
$145K - $157K
|
13.2K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.47K+ 38.12% |
$139K - $151K
|
5.34K
$584K
|