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 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.5% |
$2.92K - $3.17K
|
6.29K
$684K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
29+ 0.49% |
$2.73K - $2.96K
|
5.98K
$651K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.43% |
$2.64K - $2.86K
|
6.57K
$715K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
27+ 0.19% |
$2.54K - $2.76K
|
14K
$1.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.44% |
$2.35K - $2.55K
|
5.67K
$617K
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
24+ 0.03% |
$2.26K - $2.45K
|
83.9K
$9.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
23+ 0.3% |
$2.16K - $2.35K
|
7.75K
$844K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.47% |
$2.07K - $2.25K
|
4.7K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.1% |
$2.07K - $2.25K
|
22.8K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 0.38% |
$1.88K - $2.04K
|
5.25K
$571K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19+ 0.27% |
$1.79K - $1.94K
|
7.08K
$771K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
18+ 0.44% |
$1.69K - $1.84K
|
4.11K
$447K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18+ 0.35% |
$1.69K - $1.84K
|
5.18K
$564K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18+ 0.49% |
$1.69K - $1.84K
|
3.7K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16+ 0.34% |
$1.51K - $1.63K
|
4.77K
$519K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
16+ 0.07% |
$1.51K - $1.63K
|
21.9K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.61% |
$1.51K - $1.63K
|
2.64K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$1.41K - $1.53K
|
2.11K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
15+ 0.38% |
$1.41K - $1.53K
|
3.95K
$430K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.41K - $1.53K
|
15
$1.63K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14+ 0.3% |
$1.32K - $1.43K
|
4.66K
$508K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
14+ 0.51% |
$1.32K - $1.43K
|
2.76K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
13+ 0.1% |
$1.22K - $1.33K
|
12.9K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13+ 0.52% |
$1.22K - $1.33K
|
2.52K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12+ 3.95% |
$1.13K - $1.23K
|
316
$34.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12+ 0.17% |
$1.13K - $1.23K
|
7.25K
$790K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11+ 0.08% |
$1.04K - $1.12K
|
13.3K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.27% |
$1.04K - $1.12K
|
4.02K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10+ 0.39% |
$941 - $1.02K
|
2.56K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$847 - $919
|
2.7K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.49% |
$847 - $919
|
1.83K
$200K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.51% |
$753 - $817
|
1.57K
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.16% |
$753 - $817
|
5.09K
$554K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.12% |
$565 - $613
|
4.87K
$530K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4+ 0.08% |
$376 - $409
|
5.33K
$580K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4+ 0.7% |
$376 - $409
|
579
$63K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.22% |
$282 - $306
|
1.39K
$151K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$282 - $306
|
8.31K
$905K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$282 - $306
|
3.29K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.13% |
$282 - $306
|
2.24K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.07% |
$188 - $204
|
2.71K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$188 - $204
|
2.81K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.03% |
$188 - $204
|
6.76K
$736K
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.01% |
$188 - $204
|
28.6K
$3.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.57% |
$188 - $204
|
352
$38.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.07% |
$188 - $204
|
2.96K
$322K
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
2+ 0.06% |
$188 - $204
|
3.57K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1+ 0.64% |
$94.1 - $102
|
158
$17.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.27% |
$94.1 - $102
|
366
$39.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$94.1 - $102
|
3.28K
$357K
|