Purchases and Sales Made in Q2 2024 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

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
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
1.47K
+ 17.14%
$138K - $150K
10.1K $1.1M
Aug 01, 2024 Q2 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
1.45K
+ 6.16%
$136K - $148K
25K $2.73M
Jul 08, 2024 Q2 2024
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.42K
New
$134K - $145K
1.42K $156K
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
1.4K
+ 24.95%
$131K - $143K
7K $765K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
1.35K
+ 794.71%
$127K - $138K
1.52K $166K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
1.21K
+ 4.8%
$114K - $123K
26.4K $2.89M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.14K
+ 22.16%
$108K - $117K
6.3K $689K
Aug 06, 2024 Q2 2024
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
1.09K
New
$103K - $111K
1.09K $119K
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.08K
+ 4.78%
$101K - $110K
23.6K $2.58M
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.07K
+ 0.7%
$101K - $109K
155K $17M
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
1.05K
+ 9.61%
$98.4K - $107K
11.9K $1.3M
Jul 31, 2024 Q2 2024
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
1.02K
+ 6.17%
$96.3K - $104K
17.6K $1.93M
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
943
+ 1.55%
$88.8K - $96.3K
61.7K $6.75M
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
877
+ 0.73%
$82.5K - $89.6K
121K $13.2M
Aug 14, 2024 Q2 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
862
+ 2.21%
$81.1K - $88K
39.8K $4.35M
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
851
+ 1.9%
$80.1K - $86.9K
45.7K $4.99M
Jul 11, 2024 Q2 2024
Wesbanco Bank Inc

BUY
 -
758
+ 3.7%
$71.3K - $77.4K
21.2K $2.32M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
733
New
$69K - $74.9K
733 $80.2K
Jul 16, 2024 Q2 2024
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
706
+ 3.61%
$66.4K - $72.1K
20.2K $2.21M
Aug 09, 2024 Q2 2024
Neumann Capital Management, LLC

BUY
 -
700
+ 2.83%
$65.9K - $71.5K
25.5K $2.78M
Jul 23, 2024 Q2 2024
Busey Wealth Management

BUY
 -
687
+ 12.84%
$64.7K - $70.2K
6.04K $660K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
644
New
$60.6K - $65.8K
644 $70.4K
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
622
+ 10.01%
$58.5K - $63.5K
6.83K $748K
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
608
New
$57.2K - $62.1K
608 $66.5K
Jul 30, 2024 Q2 2024
Powell Investment Advisors, LLC

BUY
 -
568
New
$53.5K - $58K
568 $62.1K
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
567
New
$53.4K - $57.9K
567 $62K
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
539
+ 5.34%
$50.7K - $55K
10.6K $1.16M
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
538
+ 166.05%
$50.6K - $54.9K
862 $94.3K
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
522
+ 10.52%
$49.1K - $53.3K
5.49K $600K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
497
New
$46.8K - $50.8K
497 $54.4K
Aug 12, 2024 Q2 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
489
+ 2.13%
$46K - $49.9K
23.4K $2.56M
Aug 14, 2024 Q2 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
460
+ 10.77%
$43.3K - $47K
4.73K $518K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
452
+ 14.86%
$42.5K - $46.2K
3.49K $382K
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
451
New
$42.4K - $46.1K
451 $49.3K
Aug 02, 2024 Q2 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
424
+ 18.91%
$39.9K - $43.3K
2.67K $292K
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
404
+ 7.94%
$38K - $41.3K
5.5K $601K
Jul 15, 2024 Q2 2024
Intergy Private Wealth, LLC

BUY
 -
387
+ 4.87%
$36.4K - $39.5K
8.33K $911K
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
345
+ 8.42%
$32.5K - $35.2K
4.44K $486K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
336
+ 4.25%
$31.6K - $34.3K
8.25K $902K
Jul 19, 2024 Q2 2024
Oakworth Capital, Inc.

BUY
 -
336
+ 55.17%
$31.6K - $34.3K
945 $103K
Jul 08, 2024 Q2 2024
Thompson Investment Management, Inc.

BUY
 -
334
+ 4.63%
$31.4K - $34.1K
7.55K $826K
Jul 17, 2024 Q2 2024
Tradewinds Capital Management, LLC

BUY
 -
331
New
$31.2K - $33.8K
331 $36.2K
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
320
+ 0.71%
$30.1K - $32.7K
45.1K $4.94M
Aug 15, 2024 Q2 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
320
+ 2.77%
$30.1K - $32.7K
11.9K $1.3M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
317
New
$29.8K - $32.4K
317 $34.7K
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
311
+ 7.88%
$29.3K - $31.8K
4.26K $466K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
304
New
$28.6K - $31K
304 $33.3K
Aug 01, 2024 Q2 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
303
+ 1.31%
$28.5K - $30.9K
23.4K $2.56M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
264
+ 1.06%
$24.8K - $27K
25.2K $2.76M

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