Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
279K+ 10761.02% |
$29.2M - $33M
|
282K
$31.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.4K+ 1294.3% |
$10.1M - $11.4M
|
104K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
65.8KNew |
$6.88M - $7.77M
|
65.8K
$7.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
48.2K+ 181.19% |
$5.05M - $5.7M
|
74.9K
$8.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
39.5K+ 152.39% |
$4.13M - $4.66M
|
65.4K
$7.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
31.3KNew |
$3.27M - $3.69M
|
31.3K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
25.6K+ 42.4% |
$2.67M - $3.02M
|
85.8K
$9.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17KNew |
$1.78M - $2.01M
|
17K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 49.49% |
$1.75M - $1.98M
|
50.6K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
16.6KNew |
$1.74M - $1.96M
|
16.6K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.3KNew |
$1.6M - $1.81M
|
15.3K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 14.77% |
$1.26M - $1.42M
|
93.7K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.66K+ 19.05% |
$1.01M - $1.14M
|
60.4K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.59KNew |
$898K - $1.01M
|
8.59K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8.25KNew |
$863K - $974K
|
8.25K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.18K+ 13.02% |
$646K - $729K
|
53.6K
$5.93M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.04K+ 124.88% |
$632K - $713K
|
10.9K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.75K+ 3.83% |
$602K - $679K
|
156K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
5.26K+ 10.86% |
$550K - $621K
|
53.7K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.25KNew |
$549K - $620K
|
5.25K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.24KNew |
$443K - $500K
|
4.24K
$468K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.96K+ 7.71% |
$414K - $468K
|
55.4K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.96KNew |
$414K - $467K
|
3.96K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.88K+ 15.48% |
$406K - $458K
|
28.9K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.74K+ 62.54% |
$391K - $441K
|
9.71K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.62K+ 5.52% |
$379K - $428K
|
69.2K
$7.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.6KNew |
$377K - $425K
|
3.6K
$398K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.55KNew |
$371K - $419K
|
3.55K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 63.26% |
$353K - $399K
|
8.72K
$963K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.16KNew |
$331K - $373K
|
3.16K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 669.63% |
$307K - $346K
|
3.37K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$303K - $342K
|
2.9K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.69K+ 7.14% |
$281K - $317K
|
40.4K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.59KNew |
$271K - $306K
|
2.59K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.49K+ 13.51% |
$260K - $294K
|
20.9K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$244K - $275K
|
2.33K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.3K+ 19.73% |
$241K - $272K
|
14K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.28KNew |
$238K - $269K
|
2.28K
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 1.05% |
$229K - $258K
|
211K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.18K+ 17.95% |
$228K - $258K
|
14.4K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$217K - $245K
|
2.08K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.07K+ 9.92% |
$216K - $244K
|
22.9K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 53.75% |
$213K - $240K
|
5.82K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.99K+ 2.26% |
$208K - $235K
|
89.9K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.84KNew |
$193K - $218K
|
1.84K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.69KNew |
$176K - $199K
|
1.69K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 4.28% |
$173K - $195K
|
40.3K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.44KNew |
$151K - $170K
|
1.44K
$159K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.41K+ 21.08% |
$147K - $166K
|
8.08K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.35K+ 1.91% |
$141K - $159K
|
71.7K
$7.93M
|