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 14, 2024 Q4 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
18
+ 0.79%
$1.48K - $1.88K
2.29K $223K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
17
New
$1.4K - $1.78K
17 $1.65K
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
14
+ 0.27%
$1.15K - $1.46K
5.15K $501K
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
14
+ 0.28%
$1.15K - $1.46K
5.08K $493K
Jan 25, 2024 Q4 2023
Means Investment Co., Inc.

BUY
 -
13
+ 0.37%
$1.07K - $1.36K
3.57K $347K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
10
New
$821 - $1.05K
10 $972
Feb 05, 2024 Q4 2023
Fiducient Advisors LLC

BUY
 -
7
+ 0.17%
$575 - $732
4.22K $410K
Jan 22, 2024 Q4 2023
Bensler, LLC

Bellevue, WA
BUY
 -
7
+ 0.21%
$575 - $732
3.29K $320K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
5
+ 0.19%
$411 - $523
2.62K $255K
Feb 08, 2024 Q4 2023
True Wealth Advisors, LLC

BUY
 -
4
+ 0.12%
$328 - $418
3.47K $337K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
4
+ 0.22%
$328 - $418
1.82K $177K
Feb 13, 2024 Q4 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
4
+ 0.06%
$328 - $418
6.75K $656K
Jan 25, 2024 Q4 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
3
+ 0.11%
$246 - $314
2.81K $273K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
3
+ 0.77%
$246 - $314
393 $38.2K
Feb 27, 2024 Q4 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
3
+ 0.05%
$246 - $314
5.98K $581K
Feb 09, 2024 Q4 2023
Weil Company, Inc.

BUY
 -
3
+ 0.1%
$246 - $314
2.96K $287K
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

BUY
 -
3
+ 0.7%
$246 - $314
433 $42.1K
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

BUY
 -
3
+ 0.87%
$246 - $314
349 $33.9K
Jan 24, 2024 Q4 2023
Cranbrook Wealth Management, LLC

BUY
 -
2
+ 0.01%
$164 - $209
14.8K $1.44M
Feb 01, 2024 Q4 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
2
+ 0.69%
$164 - $209
291 $28.3K
Feb 05, 2025 Q4 2023
Mma Asset Management LLC

New York, NY
BUY
 -
2
+ 0.08%
$164 - $209
2.58K $251K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.36%
$164 - $209
552 $53.6K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.95%
$82.1 - $105
106 $10.3K
Jan 10, 2024 Q4 2023
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 1.75%
$82.1 - $105
58 $5.64K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 0.24%
$82.1 - $105
420 $40.8K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
1
New
$82.1 - $105
1 $97.2
Jan 16, 2024 Q4 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1
+ 0.12%
$82.1 - $105
840 $81.6K
Feb 06, 2024 Q4 2023
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-4
- 0.04%
$328 - $418
9.82K $954K
Feb 07, 2024 Q4 2023
Sonata Capital Group Inc

SELL
 -
-4
- 0.01%
$328 - $418
40.3K $3.91M
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-5
- 0.14%
$411 - $523
3.63K $353K
Nov 12, 2024 Q4 2023
Mid Atlantic Capital Management, Inc.

Richmond, VA
SELL
 -
-14
- 0.57%
$1.15K - $1.46K
2.43K $236K
Jan 30, 2024 Q4 2023
Oakworth Capital, Inc.

SELL
 -
-15
- 3.68%
$1.23K - $1.57K
393 $38.2K
Feb 02, 2024 Q4 2023
North Landing Financial Partners, LLC

Rochester, NY
SELL
 -
-16
- 0.35%
$1.31K - $1.67K
4.52K $439K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

SELL
 -
-17
- 1.08%
$1.4K - $1.78K
1.56K $152K
Feb 06, 2024 Q4 2023
National Bank Of Canada

SELL
 -
-18
- 4.97%
$1.48K - $1.88K
344 $33.4K
Jan 23, 2024 Q4 2023
Compass Ion Advisors, LLC

SELL
 -
-19
- 0.65%
$1.56K - $1.99K
2.92K $284K
May 28, 2024 Q4 2023
Integrated Investment Consultants, LLC

SELL
 -
-19
- 0.85%
$1.56K - $1.99K
2.22K $216K
Jan 23, 2024 Q4 2023
Integrated Investment Consultants, LLC

SELL
 -
-19
- 0.85%
$1.56K - $1.99K
2.22K $216K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

SELL
 -
-19
- 0.1%
$1.56K - $1.99K
19.7K $1.91M
Jan 30, 2024 Q4 2023
Archer Investment Corp

SELL
 -
-20
- 1.48%
$1.64K - $2.09K
1.33K $129K
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
SELL
 -
-20
- 0.47%
$1.64K - $2.09K
4.28K $416K
Feb 07, 2024 Q4 2023
Pacific Sun Financial Corp

SELL
 -
-20
- 0.48%
$1.64K - $2.09K
4.12K $400K
Jan 08, 2024 Q4 2023
Richard P Slaughter Associates Inc

SELL
 -
-24
- 0.73%
$1.97K - $2.51K
3.28K $318K
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

SELL
 -
-25
- 20.66%
$2.05K - $2.61K
96 $9.33K
Jul 31, 2024 Q4 2023
Sage Capital Management, LLC

Stockton, NJ
SELL
 -
-26
- 0.65%
$2.13K - $2.72K
3.98K $387K
Feb 15, 2024 Q4 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-28
- 0.41%
$2.3K - $2.93K
6.76K $657K
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

SELL
 -
-28
- 0.92%
$2.3K - $2.93K
3.03K $294K
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

SELL
 -
-30
- 0.87%
$2.46K - $3.14K
3.4K $331K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

SELL
 -
-30
- 0.25%
$2.46K - $3.14K
12.2K $1.18M

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