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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-191- 83.41% |
$20K - $22.5K
|
38
$3.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-191- 1.28% |
$20K - $22.5K
|
14.8K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-198- 7.45% |
$20.7K - $23.4K
|
2.46K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-198- 2.51% |
$20.7K - $23.4K
|
7.7K
$678K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-200- 8.81% |
$20.9K - $23.6K
|
2.07K
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-200- 2.0% |
$20.9K - $23.6K
|
9.8K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-200- 17.39% |
$20.9K - $23.6K
|
950
$83.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-203- 0.85% |
$21.2K - $24K
|
23.7K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-206- 2.05% |
$21.5K - $24.3K
|
9.85K
$867K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 7.64% |
$21.5K - $24.3K
|
2.49K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-212- 1.58% |
$22.2K - $25K
|
13.2K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-214- 6.09% |
$22.4K - $25.3K
|
3.3K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-217- 0.81% |
$22.7K - $25.6K
|
26.7K
$2.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-223- 14.16% |
$23.3K - $26.3K
|
1.35K
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-229- 1.71% |
$24K - $27K
|
13.2K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-234- 1.87% |
$24.5K - $27.6K
|
12.3K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-240- 5.21% |
$25.1K - $28.3K
|
4.37K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-246- 2.52% |
$25.7K - $29K
|
9.52K
$838K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-259- 0.58% |
$27.1K - $30.6K
|
44.5K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-262- 4.61% |
$27.4K - $30.9K
|
5.43K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-276- 3.2% |
$28.9K - $32.6K
|
8.34K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-288- 5.13% |
$30.1K - $34K
|
5.33K
$469K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-290- 0.44% |
$30.3K - $34.2K
|
65.5K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-308- 32.52% |
$32.2K - $36.4K
|
639
$56.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-316- 8.22% |
$33.1K - $37.3K
|
3.53K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-322- 1.45% |
$33.7K - $38K
|
21.8K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-326- 12.54% |
$34.1K - $38.5K
|
2.27K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-326- 2.17% |
$34.1K - $38.5K
|
14.7K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-330- 5.02% |
$34.5K - $39K
|
6.24K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-337- 3.92% |
$35.2K - $39.8K
|
8.26K
$727K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-337- 0.84% |
$35.2K - $39.8K
|
39.7K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-347- 3.11% |
$36.3K - $41K
|
10.8K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-351- 5.34% |
$36.7K - $41.4K
|
6.22K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-352- 4.73% |
$36.8K - $41.6K
|
7.09K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-355- 0.5% |
$37.1K - $41.9K
|
71.1K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-360- 2.84% |
$37.7K - $42.5K
|
12.3K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-363- 12.92% |
$38K - $42.9K
|
2.45K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-383- 99.48% |
$40.1K - $45.2K
|
2
$176
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-384- 8.6% |
$40.2K - $45.3K
|
4.08K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-386- 5.94% |
$40.4K - $45.6K
|
6.12K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-402- 2.49% |
$42K - $47.5K
|
15.7K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-408- 1.47% |
$42.7K - $48.2K
|
27.4K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-425- 17.02% |
$44.5K - $50.2K
|
2.07K
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-438- 1.39% |
$45.8K - $51.7K
|
31.2K
$2.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-442- 6.37% |
$46.2K - $52.2K
|
6.5K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-446- 5.47% |
$46.6K - $52.7K
|
7.71K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-449- 32.65% |
$47K - $53K
|
926
$81.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-467- 1.17% |
$48.8K - $55.1K
|
39.3K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-482- 14.73% |
$50.4K - $56.9K
|
2.79K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-484- 5.31% |
$50.6K - $57.1K
|
8.64K
$760K
|