Purchases and Sales Made in Q4 2023 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 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 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
116
+ 2.85%
$9.52K - $12.1K
4.19K $407K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
109
+ 3.98%
$8.95K - $11.4K
2.85K $277K
Jan 05, 2024 Q4 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
107
+ 27.94%
$8.78K - $11.2K
490 $47.6K
Jan 18, 2024 Q4 2023
Washington Trust CO

BUY
 -
100
+ 200.0%
$8.21K - $10.5K
150 $14.6K
Feb 12, 2024 Q4 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
96
+ 1.99%
$7.88K - $10K
4.92K $478K
Jan 08, 2024 Q4 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
96
+ 3.02%
$7.88K - $10K
3.28K $318K
Feb 09, 2024 Q4 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
93
+ 0.35%
$7.64K - $9.72K
26.8K $2.61M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
88
New
$7.22K - $9.2K
88 $8.55K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
82
New
$6.73K - $8.57K
82 $7.97K
Feb 29, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
80
+ 0.28%
$6.57K - $8.36K
28.6K $2.78M
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
78
+ 2.58%
$6.4K - $8.15K
3.1K $301K
Feb 13, 2024 Q4 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
75
+ 0.14%
$6.16K - $7.84K
53.8K $5.23M
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
74
+ 0.8%
$6.08K - $7.74K
9.38K $912K
Jan 18, 2024 Q4 2023
Life Steps Financial, Inc.

BUY
 -
69
+ 0.31%
$5.66K - $7.21K
22.5K $2.18M
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
65
+ 5.63%
$5.34K - $6.79K
1.22K $119K
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
65
+ 0.13%
$5.34K - $6.79K
51.6K $5.02M
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
63
+ 2.46%
$5.17K - $6.59K
2.62K $255K
Jan 18, 2024 Q4 2023
Home Federal Bank Of Tennessee

BUY
 -
59
+ 0.07%
$4.84K - $6.17K
82.8K $8.05M
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
59
+ 7.69%
$4.84K - $6.17K
826 $80.3K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
54
+ 1.31%
$4.43K - $5.64K
4.19K $407K
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
54
+ 1.45%
$4.43K - $5.64K
3.77K $367K
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

BUY
 -
51
+ 0.83%
$4.19K - $5.33K
6.23K $606K
Jan 22, 2024 Q4 2023
Newton One Investments LLC

BUY
 -
48
+ 0.82%
$3.94K - $5.02K
5.93K $576K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
48
New
$3.94K - $5.02K
48 $4.67K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
46
+ 1.52%
$3.78K - $4.81K
3.06K $298K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
44
+ 7.24%
$3.61K - $4.6K
652 $63.4K
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
42
+ 0.65%
$3.45K - $4.39K
6.49K $631K
Feb 02, 2024 Q4 2023
Tap Consulting, LLC

BUY
 -
42
+ 0.8%
$3.45K - $4.39K
5.3K $515K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
41
New
$3.37K - $4.29K
41 $3.98K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
38
New
$3.12K - $3.97K
38 $3.69K
Feb 09, 2024 Q4 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
37
+ 0.66%
$3.04K - $3.87K
5.67K $551K
Feb 12, 2024 Q4 2023
Private Wealth Strategies, L.L.C.

BUY
 -
36
+ 0.78%
$2.96K - $3.76K
4.66K $453K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
32
New
$2.63K - $3.34K
32 $3.11K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
31
+ 0.27%
$2.55K - $3.24K
11.5K $1.11M
Jan 31, 2024 Q4 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
31
+ 0.13%
$2.55K - $3.24K
24.1K $2.34M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
29
+ 2900.0%
$2.38K - $3.03K
30 $2.92K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
28
+ 0.59%
$2.3K - $2.93K
4.74K $461K
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
28
+ 1.17%
$2.3K - $2.93K
2.42K $235K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

BUY
 -
28
+ 14.89%
$2.3K - $2.93K
216 $21K
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

BUY
 -
27
+ 0.72%
$2.22K - $2.82K
3.79K $369K
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
26
New
$2.13K - $2.72K
26 $2.53K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
26
+ 200.0%
$2.13K - $2.72K
39 $3.79K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
23
+ 37.1%
$1.89K - $2.4K
85 $8.26K
Feb 14, 2024 Q4 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
23
+ 0.17%
$1.89K - $2.4K
13.2K $1.29M
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

BUY
 -
21
+ 0.1%
$1.72K - $2.2K
21.9K $2.13M
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
20
+ 0.18%
$1.64K - $2.09K
11.1K $1.08M
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
20
+ 0.34%
$1.64K - $2.09K
5.85K $569K
Feb 09, 2024 Q4 2023
Aft, Forsyth & Company, Inc.

BUY
 -
19
+ 0.26%
$1.56K - $1.99K
7.23K $703K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
19
+ 0.7%
$1.56K - $1.99K
2.74K $266K

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