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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-501- 1.11% |
$52.4K - $59.1K
|
44.7K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-507- 4.28% |
$53K - $59.9K
|
11.4K
$999K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-522- 2.36% |
$54.6K - $61.6K
|
21.6K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-523- 2.33% |
$54.7K - $61.7K
|
21.9K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-554- 3.7% |
$57.9K - $65.4K
|
14.4K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-566- 2.24% |
$59.2K - $66.8K
|
24.7K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-586- 4.74% |
$61.3K - $69.2K
|
11.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-604- 0.53% |
$63.2K - $71.3K
|
113K
$9.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-606- 12.44% |
$63.4K - $71.5K
|
4.27K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-612- 0.48% |
$64K - $72.2K
|
126K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-626- 0.36% |
$65.5K - $73.9K
|
173K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-636- 0.71% |
$66.5K - $75.1K
|
89.4K
$7.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-675- 18.8% |
$70.6K - $79.7K
|
2.92K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-686- 15.86% |
$71.7K - $81K
|
3.64K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-692- 0.9% |
$72.4K - $81.7K
|
75.8K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-701- 53.15% |
$73.3K - $82.8K
|
618
$54.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-706- 1.4% |
$73.8K - $83.3K
|
49.7K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-718- 2.55% |
$75.1K - $84.8K
|
27.5K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-723- 8.09% |
$75.6K - $85.4K
|
8.21K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-752- 14.5% |
$78.7K - $88.8K
|
4.44K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-756- 3.19% |
$79.1K - $89.2K
|
23K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-776- 8.56% |
$81.2K - $91.6K
|
8.29K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-780- 1.46% |
$81.6K - $92.1K
|
52.8K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-789- 6.14% |
$82.5K - $93.1K
|
12.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-872- 21.98% |
$91.2K - $103K
|
3.1K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-873- 11.71% |
$91.3K - $103K
|
6.58K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-903- 1.12% |
$94.4K - $107K
|
79.7K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-921- 14.6% |
$96.3K - $109K
|
5.39K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-928- 1.73% |
$97.1K - $110K
|
52.8K
$4.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-943- 0.45% |
$98.6K - $111K
|
207K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-957- 6.64% |
$100K - $113K
|
13.5K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-985- 24.94% |
$103K - $116K
|
2.96K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-986- 0.76% |
$103K - $116K
|
129K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-992- 1.21% |
$104K - $117K
|
81K
$7.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-993- 3.12% |
$104K - $117K
|
30.9K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.01K- 0.51% |
$106K - $119K
|
196K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.04K- 11.19% |
$108K - $122K
|
8.22K
$723K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 2.5% |
$116K - $131K
|
43.3K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 17.02% |
$118K - $133K
|
5.5K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 1.5% |
$118K - $134K
|
74.4K
$6.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.13K- 1.11% |
$119K - $134K
|
101K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.13K- 4.38% |
$119K - $134K
|
24.8K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.14K- 27.23% |
$120K - $135K
|
3.06K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.14K- 16.64% |
$120K - $135K
|
5.72K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.22K- 8.72% |
$128K - $144K
|
12.8K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.26K- 25.54% |
$132K - $149K
|
3.68K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.31K- 0.45% |
$137K - $154K
|
291K
$25.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.31K- 76.21% |
$137K - $155K
|
409
$36K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.32K- 2.92% |
$138K - $155K
|
43.8K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.32K- 0.16% |
$138K - $156K
|
801K
$70.5M
|