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 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-229- 1.71% |
$24K - $27K
|
13.2K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-240- 5.21% |
$25.1K - $28.3K
|
4.37K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-259- 0.58% |
$27.1K - $30.6K
|
44.5K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-290- 0.44% |
$30.3K - $34.2K
|
65.5K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-308- 32.52% |
$32.2K - $36.4K
|
639
$70.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-316- 8.22% |
$33.1K - $37.3K
|
3.53K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-326- 12.54% |
$34.1K - $38.5K
|
2.27K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-330- 5.02% |
$34.5K - $39K
|
6.24K
$690K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-337- 0.84% |
$35.2K - $39.8K
|
39.7K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-337- 3.92% |
$35.2K - $39.8K
|
8.26K
$912K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-352- 4.73% |
$36.8K - $41.6K
|
7.09K
$783K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-355- 0.5% |
$37.1K - $41.9K
|
71.1K
$7.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-360- 2.84% |
$37.7K - $42.5K
|
12.3K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-384- 8.6% |
$40.2K - $45.3K
|
4.08K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-386- 5.94% |
$40.4K - $45.6K
|
6.12K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-438- 1.39% |
$45.8K - $51.7K
|
31.2K
$3.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-442- 6.37% |
$46.2K - $52.2K
|
6.5K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-467- 1.17% |
$48.8K - $55.1K
|
39.3K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-484- 5.31% |
$50.6K - $57.1K
|
8.64K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-522- 2.36% |
$54.6K - $61.6K
|
21.6K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-586- 4.74% |
$61.3K - $69.2K
|
11.8K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-606- 12.44% |
$63.4K - $71.5K
|
4.27K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-723- 8.09% |
$75.6K - $85.4K
|
8.21K
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-752- 14.5% |
$78.7K - $88.8K
|
4.44K
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-776- 8.56% |
$81.2K - $91.6K
|
8.29K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-780- 1.46% |
$81.6K - $92.1K
|
52.8K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-872- 21.98% |
$91.2K - $103K
|
3.1K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-903- 1.12% |
$94.4K - $107K
|
79.7K
$8.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-921- 14.6% |
$96.3K - $109K
|
5.39K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-943- 0.45% |
$98.6K - $111K
|
207K
$22.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-985- 24.94% |
$103K - $116K
|
2.96K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-993- 3.12% |
$104K - $117K
|
30.9K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.04K- 11.19% |
$108K - $122K
|
8.22K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 17.02% |
$118K - $133K
|
5.5K
$608K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.31K- 76.21% |
$137K - $155K
|
409
$45.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 3.24% |
$140K - $158K
|
40K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.42K- 3.45% |
$149K - $168K
|
39.8K
$4.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.57K- 1.92% |
$164K - $185K
|
80.3K
$8.87M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.57K- 4.21% |
$164K - $186K
|
35.7K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.59K- 11.87% |
$166K - $187K
|
11.8K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.63K- 8.07% |
$171K - $193K
|
18.6K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.78K- 2.59% |
$186K - $210K
|
67.2K
$7.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 11.42% |
$187K - $211K
|
13.9K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.8K- 2.44% |
$188K - $212K
|
71.9K
$7.95M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 10.48% |
$218K - $246K
|
17.8K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.09K- 23.87% |
$219K - $247K
|
6.66K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.16K- 4.27% |
$226K - $255K
|
48.4K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.22K- 7.38% |
$232K - $262K
|
27.8K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.32K- 31.55% |
$243K - $274K
|
5.04K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 36.22% |
$250K - $282K
|
4.2K
$464K
|