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
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.65K+ 7876.19% |
$173K - $195K
|
1.68K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 4.28% |
$173K - $195K
|
40.3K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 4.39% |
$168K - $190K
|
38.3K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.53KNew |
$160K - $180K
|
1.53K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.52KNew |
$159K - $180K
|
1.52K
$146K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.52K+ 6.76% |
$159K - $179K
|
24K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.44KNew |
$151K - $170K
|
1.44K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.44KNew |
$150K - $170K
|
1.44K
$137K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.41K+ 21.08% |
$147K - $166K
|
8.08K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.35K+ 1.91% |
$141K - $159K
|
71.7K
$6.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.33K+ 2.54% |
$139K - $157K
|
53.5K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 5.07% |
$139K - $156K
|
27.4K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.29K+ 64.39% |
$135K - $153K
|
3.3K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 3.11% |
$133K - $150K
|
42.2K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.23K+ 2.74% |
$128K - $145K
|
45.9K
$4.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.22KNew |
$128K - $144K
|
1.22K
$117K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18K+ 25.45% |
$124K - $140K
|
5.84K
$559K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 20.04% |
$117K - $132K
|
6.71K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.07K+ 30.2% |
$112K - $126K
|
4.61K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.05KNew |
$109K - $123K
|
1.05K
$100K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.03K+ 24.58% |
$108K - $122K
|
5.24K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.01K+ 5.39% |
$105K - $119K
|
19.7K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
984+ 3.46% |
$103K - $116K
|
29.4K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
915+ 11.76% |
$95.7K - $108K
|
8.69K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
880+ 7.88% |
$92K - $104K
|
12K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
879+ 11.8% |
$91.9K - $104K
|
8.33K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 0.98% |
$89.3K - $101K
|
87.6K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
840+ 1.72% |
$87.9K - $99.2K
|
49.8K
$4.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
838+ 5.43% |
$87.6K - $98.9K
|
16.3K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
830+ 10.61% |
$86.8K - $98K
|
8.65K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
816+ 21.85% |
$85.3K - $96.3K
|
4.55K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
813+ 1.42% |
$85K - $96K
|
58.1K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
804New |
$84.1K - $94.9K
|
804
$77K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
797+ 1.12% |
$83.4K - $94.1K
|
71.8K
$6.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
791New |
$82.7K - $93.4K
|
791
$75.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
767+ 4.1% |
$80.2K - $90.5K
|
19.5K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
756+ 16.58% |
$79.1K - $89.2K
|
5.32K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
744+ 5.61% |
$77.8K - $87.8K
|
14K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
694+ 8.57% |
$72.6K - $81.9K
|
8.8K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
689+ 14.82% |
$72.1K - $81.3K
|
5.34K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
684+ 1.46% |
$71.5K - $80.7K
|
47.5K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
679+ 2.91% |
$71K - $80.2K
|
24K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
668+ 1.67% |
$69.9K - $78.9K
|
40.6K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
653+ 3.31% |
$68.3K - $77.1K
|
20.4K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
634+ 14.81% |
$66.3K - $74.8K
|
4.92K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
633+ 1.25% |
$66.2K - $74.7K
|
51.3K
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
628+ 4.39% |
$65.7K - $74.1K
|
14.9K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
625+ 6.32% |
$65.4K - $73.8K
|
10.5K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
623+ 1.24% |
$65.2K - $73.5K
|
50.7K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
616+ 13.91% |
$64.4K - $72.7K
|
5.04K
$483K
|