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 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 16.78% |
$5.02K - $5.67K
|
238
$22.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-50- 1.02% |
$5.23K - $5.9K
|
4.84K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 1.61% |
$6.28K - $7.08K
|
3.67K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-63- 0.92% |
$6.59K - $7.44K
|
6.78K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 0.54% |
$7.32K - $8.26K
|
12.9K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-71- 0.68% |
$7.43K - $8.38K
|
10.3K
$986K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-72- 1.97% |
$7.53K - $8.5K
|
3.59K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 1.0% |
$7.84K - $8.85K
|
7.44K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-79- 1.74% |
$8.26K - $9.33K
|
4.46K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-79- 1.52% |
$8.26K - $9.33K
|
5.13K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-84- 0.58% |
$8.79K - $9.92K
|
14.3K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-85- 1.82% |
$8.89K - $10K
|
4.59K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 81.13% |
$8.99K - $10.2K
|
20
$1.91K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-86- 1.71% |
$8.99K - $10.2K
|
4.93K
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-87- 0.41% |
$9.1K - $10.3K
|
21.3K
$2.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-89- 10.48% |
$9.31K - $10.5K
|
760
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-89- 0.93% |
$9.31K - $10.5K
|
9.5K
$909K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-90- 1.78% |
$9.41K - $10.6K
|
4.96K
$475K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-91- 2.94% |
$9.52K - $10.7K
|
3.01K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-93- 0.84% |
$9.73K - $11K
|
11K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-93- 1.15% |
$9.73K - $11K
|
8K
$766K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-95- 51.91% |
$9.94K - $11.2K
|
88
$8.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-95- 2.49% |
$9.94K - $11.2K
|
3.72K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-97- 0.2% |
$10.1K - $11.5K
|
48.3K
$4.63M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-97- 5.35% |
$10.1K - $11.5K
|
1.72K
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-98- 0.96% |
$10.2K - $11.6K
|
10.1K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 9.6% |
$10.4K - $11.7K
|
932
$89.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-99- 2.59% |
$10.4K - $11.7K
|
3.72K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 3.57% |
$10.5K - $11.8K
|
2.7K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-101- 0.33% |
$10.6K - $11.9K
|
30.4K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-106- 0.24% |
$11.1K - $12.5K
|
44K
$4.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-112- 4.78% |
$11.7K - $13.2K
|
2.23K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-125- 0.7% |
$13.1K - $14.8K
|
17.6K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-127- 59.62% |
$13.3K - $15K
|
86
$8.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-127- 0.46% |
$13.3K - $15K
|
27.6K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-132- 1.63% |
$13.8K - $15.6K
|
7.96K
$762K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-132- 0.5% |
$13.8K - $15.6K
|
26.1K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-133- 1.18% |
$13.9K - $15.7K
|
11.1K
$1.07M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-133- 0.2% |
$13.9K - $15.7K
|
65.4K
$6.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-138- 4.82% |
$14.4K - $16.3K
|
2.72K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-138- 51.88% |
$14.4K - $16.3K
|
128
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-139- 1.58% |
$14.5K - $16.4K
|
8.67K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-141- 0.73% |
$14.7K - $16.6K
|
19.1K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 0.71% |
$15.3K - $17.2K
|
20.4K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-146- 0.85% |
$15.3K - $17.2K
|
17K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-149- 4.95% |
$15.6K - $17.6K
|
2.86K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-165- 4.1% |
$17.3K - $19.5K
|
3.86K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-169- 1.2% |
$17.7K - $20K
|
13.9K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-170- 1.65% |
$17.8K - $20.1K
|
10.2K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-182- 0.72% |
$19K - $21.5K
|
25K
$2.39M
|