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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-905- 1.8% |
$85.2K - $92.4K
|
49.4K
$5.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-931- 11.18% |
$87.6K - $95.1K
|
7.4K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-963- 3.41% |
$90.6K - $98.4K
|
27.3K
$2.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1K- 17.63% |
$94.3K - $102K
|
4.68K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 45.84% |
$97.5K - $106K
|
1.22K
$133K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-1.05K- 2.64% |
$99.1K - $108K
|
38.8K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.06K- 1.71% |
$99.5K - $108K
|
60.9K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.1K- 1.2% |
$103K - $112K
|
90.1K
$9.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 5.35% |
$105K - $114K
|
19.8K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.16K- 6.97% |
$109K - $118K
|
15.5K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.17K- 7.97% |
$110K - $119K
|
13.5K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.18K- 1.39% |
$111K - $120K
|
83.2K
$9.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.19K- 4.09% |
$112K - $121K
|
27.8K
$3.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.21K- 25.55% |
$114K - $124K
|
3.54K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.31K- 28.62% |
$123K - $134K
|
3.27K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-1.34K- 9.1% |
$126K - $137K
|
13.4K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 1.54% |
$126K - $137K
|
85.6K
$9.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.37K- 2.03% |
$128K - $139K
|
65.8K
$7.16M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.37K- 21.59% |
$129K - $140K
|
4.98K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.4K- 22.58% |
$132K - $143K
|
4.8K
$523K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.42K- 25.34% |
$133K - $145K
|
4.17K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.43K- 59.96% |
$135K - $146K
|
955
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.48K- 18.18% |
$140K - $152K
|
6.68K
$727K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.5K- 19.86% |
$141K - $153K
|
6.04K
$658K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.58K- 1.84% |
$149K - $162K
|
84.7K
$9.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.59K- 5.35% |
$149K - $162K
|
28.1K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.84% |
$152K - $165K
|
55.4K
$6.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.62K- 16.67% |
$153K - $166K
|
8.11K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.62K- 99.88% |
$153K - $166K
|
2
$218
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.71K- 3.76% |
$161K - $175K
|
43.8K
$4.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.73K- 1.75% |
$163K - $177K
|
97.6K
$10.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 2.08% |
$163K - $177K
|
81.5K
$8.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.73K- 2.31% |
$163K - $177K
|
73.2K
$7.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.74K- 8.9% |
$163K - $177K
|
17.8K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.79K- 6.1% |
$168K - $182K
|
27.5K
$2.99M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.86K- 12.08% |
$175K - $190K
|
13.5K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.91K- 1.5% |
$180K - $195K
|
126K
$13.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.94K- 5.42% |
$182K - $198K
|
33.9K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.95K- 68.97% |
$183K - $199K
|
875
$95.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.97K- 17.03% |
$186K - $201K
|
9.61K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.98K- 44.52% |
$186K - $202K
|
2.47K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.01K- 4.6% |
$189K - $205K
|
41.7K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 11.22% |
$190K - $206K
|
16K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 0.87% |
$198K - $215K
|
239K
$26M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.12K- 8.74% |
$200K - $217K
|
22.2K
$2.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.18K- 25.7% |
$205K - $222K
|
6.3K
$685K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.27K- 8.54% |
$213K - $232K
|
24.3K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.3K- 20.57% |
$217K - $235K
|
8.89K
$967K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.32K- 4.99% |
$218K - $237K
|
44.1K
$4.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.33K- 6.95% |
$219K - $237K
|
31.2K
$3.39M
|