Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.67M+ 306.21% |
$301M - $384M
|
4.87M
$530M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.63MNew |
$134M - $170M
|
1.63M
$177M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12M+ 392.55% |
$92M - $117M
|
1.41M
$153M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
575K+ 21827.77% |
$47.2M - $60.1M
|
578K
$62.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428K+ 194.0% |
$35.1M - $44.7M
|
649K
$70.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
341K+ 9.83% |
$28M - $35.7M
|
3.81M
$415M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
324K+ 9.3% |
$26.6M - $33.9M
|
3.81M
$415M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
205K+ 41.22% |
$16.8M - $21.4M
|
702K
$76.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
204KNew |
$16.7M - $21.3M
|
204K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
149K+ 188.85% |
$12.3M - $15.6M
|
228K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
143K+ 60.26% |
$11.8M - $15M
|
381K
$41.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 17.14% |
$9.83M - $12.5M
|
818K
$89.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
120KNew |
$9.81M - $12.5M
|
120K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
111K+ 250.8% |
$9.08M - $11.6M
|
155K
$16.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
107KNew |
$8.79M - $11.2M
|
107K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 2.83% |
$8.62M - $11M
|
3.81M
$415M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
93.3KNew |
$7.66M - $9.76M
|
93.3K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
87.3K+ 202.48% |
$7.16M - $9.12M
|
130K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.4K+ 20.15% |
$6.44M - $8.2M
|
468K
$50.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
78.4KNew |
$6.43M - $8.19M
|
78.4K
$8.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72K+ 93.18% |
$5.91M - $7.52M
|
149K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70K+ 20.19% |
$5.75M - $7.32M
|
417K
$45.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
65.7K+ 509.07% |
$5.4M - $6.87M
|
78.6K
$8.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61.4KNew |
$5.04M - $6.42M
|
61.4K
$6.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.9K+ 111.01% |
$5M - $6.37M
|
116K
$12.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.9KNew |
$4.67M - $5.95M
|
56.9K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51.1K+ 72.01% |
$4.19M - $5.34M
|
122K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51K+ 12.39% |
$4.19M - $5.33M
|
463K
$50.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
50.8K+ 130.25% |
$4.17M - $5.31M
|
89.8K
$9.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
46.8KNew |
$3.84M - $4.89M
|
46.8K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
39.3KNew |
$3.23M - $4.11M
|
39.3K
$4.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39K+ 2505.01% |
$3.2M - $4.08M
|
40.6K
$4.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
37.9KNew |
$3.11M - $3.96M
|
37.9K
$4.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36.4KNew |
$2.99M - $3.81M
|
36.4K
$3.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
36.4K+ 107132.35% |
$2.99M - $3.81M
|
36.5K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
33.1KNew |
$2.72M - $3.46M
|
33.1K
$3.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
32.9K+ 1871.73% |
$2.7M - $3.44M
|
34.7K
$3.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
32.5KNew |
$2.67M - $3.4M
|
32.5K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.9K+ 7.71% |
$2.29M - $2.92M
|
390K
$42.4M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$2.23M - $2.84M
|
27.2K
$2.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
27KNew |
$2.22M - $2.82M
|
27K
$2.94M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
26.9K+ 1141.2% |
$2.21M - $2.81M
|
29.3K
$3.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26K+ 225.9% |
$2.14M - $2.72M
|
37.6K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
24.8K+ 23.59% |
$2.04M - $2.59M
|
130K
$14.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
24.8KNew |
$2.03M - $2.59M
|
24.8K
$2.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
23.8KNew |
$1.95M - $2.49M
|
23.8K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 939.22% |
$1.83M - $2.33M
|
24.7K
$2.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
22.3K+ 81.31% |
$1.83M - $2.33M
|
49.7K
$5.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
21.9K+ 46.03% |
$1.8M - $2.29M
|
69.4K
$7.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.4KNew |
$1.75M - $2.23M
|
21.4K
$2.32M
|