Purchases and Sales Made in Q1 2024 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q1 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
Apr 30, 2024 Q1 2024
Sage Financial Group Inc

BUY
 -
458
+ 11.54%
$43.9K - $47.1K
4.43K $484K
May 09, 2024 Q1 2024
Blair William & CO

Chicago, IL
BUY
 -
451
+ 4.68%
$43.2K - $46.4K
10.1K $1.1M
Apr 29, 2024 Q1 2024
Financial Advisory Service, Inc.

BUY
 -
423
+ 3.69%
$40.6K - $43.5K
11.9K $1.3M
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
407
New
$39K - $41.8K
407 $44.5K
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
403
+ 9.51%
$38.6K - $41.4K
4.64K $508K
May 06, 2024 Q1 2024
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
400
+ 6.32%
$38.4K - $41.1K
6.73K $736K
May 08, 2024 Q1 2024
Marco Investment Management LLC

BUY
 -
388
+ 16.93%
$37.2K - $39.9K
2.68K $293K
Jun 17, 2024 Q1 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
383
New
$36.7K - $39.4K
383 $41.9K
Apr 10, 2024 Q1 2024
Apella Capital, LLC

BUY
 -
381
+ 5.4%
$36.5K - $39.2K
7.44K $814K
May 07, 2024 Q1 2024
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
357
+ 13.78%
$34.2K - $36.7K
2.95K $322K
Apr 16, 2024 Q1 2024
Pure Financial Advisors, LLC

BUY
 -
338
+ 6.67%
$32.4K - $34.7K
5.41K $591K
Apr 22, 2024 Q1 2024
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
334
+ 7.03%
$32K - $34.3K
5.09K $557K
May 15, 2024 Q1 2024
Lowe Brockenbrough & CO Inc

BUY
 -
328
+ 12.92%
$31.4K - $33.7K
2.87K $314K
Apr 12, 2024 Q1 2024
Northwest Investment Counselors, LLC

BUY
 -
320
New
$30.7K - $32.9K
320 $35K
Apr 30, 2024 Q1 2024
Arkadios Wealth Advisors

BUY
 -
313
+ 8.39%
$30K - $32.2K
4.04K $442K
May 17, 2024 Q1 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
308
+ 2.82%
$29.5K - $31.7K
11.2K $1.23M
Apr 19, 2024 Q1 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
308
+ 1.38%
$29.5K - $31.7K
22.6K $2.47M
May 09, 2024 Q1 2024
Maple Capital Management, Inc.

BUY
 -
300
+ 7.81%
$28.8K - $30.8K
4.14K $453K
Apr 24, 2024 Q1 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
293
+ 1.44%
$28.1K - $30.1K
20.7K $2.26M
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
287
+ 11.84%
$27.5K - $29.5K
2.71K $296K
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
276
+ 2.54%
$26.5K - $28.4K
11.1K $1.22M
May 09, 2024 Q1 2024
Pacific Financial Group Inc

BUY
 -
265
+ 1.62%
$25.4K - $27.2K
16.7K $1.82M
Apr 23, 2024 Q1 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
247
New
$23.7K - $25.4K
247 $27K
May 15, 2024 Q1 2024
Palouse Capital Management, Inc.

BUY
 -
244
New
$23.4K - $25.1K
244 $26.7K
Apr 15, 2024 Q1 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
237
+ 0.85%
$22.7K - $24.4K
28.2K $3.09M
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
223
+ 39.26%
$21.4K - $22.9K
791 $86.5K
Apr 22, 2024 Q1 2024
Oakworth Capital, Inc.

BUY
 -
216
+ 54.96%
$20.7K - $22.2K
609 $66.6K
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
215
New
$20.6K - $22.1K
215 $23.5K
May 02, 2024 Q1 2024
Clear Investment Research, LLC

BUY
 -
214
+ 7.25%
$20.5K - $22K
3.17K $346K
May 13, 2024 Q1 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
211
+ 0.76%
$20.2K - $21.7K
28K $3.07M
Apr 29, 2024 Q1 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
211
+ 2.86%
$20.2K - $21.7K
7.6K $831K
Apr 12, 2024 Q1 2024
Pacifica Partners Inc.

BUY
 -
208
New
$19.9K - $21.4K
208 $22.8K
Apr 17, 2024 Q1 2024
Fifth Third Securities, Inc.

BUY
 -
202
+ 3.14%
$19.4K - $20.8K
6.63K $725K
Apr 01, 2024 Q1 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
200
+ 4.15%
$19.2K - $20.6K
5.03K $550K
May 06, 2024 Q1 2024
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
197
+ 0.39%
$18.9K - $20.2K
51K $5.57M
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
182
+ 371.43%
$17.5K - $18.7K
231 $25.3K
May 15, 2024 Q1 2024
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
170
+ 0.34%
$16.3K - $17.5K
49.8K $5.45M
Apr 19, 2024 Q1 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
170
New
$16.3K - $17.5K
170 $18.6K
Apr 29, 2024 Q1 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
157
+ 7.49%
$15.1K - $16.1K
2.25K $246K
Apr 17, 2024 Q1 2024
Compass Ion Advisors, LLC

BUY
 -
152
+ 5.2%
$14.6K - $15.6K
3.07K $336K
May 15, 2024 Q1 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
151
+ 0.52%
$14.5K - $15.5K
29.3K $3.2M
May 09, 2024 Q1 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
150
+ 2.55%
$14.4K - $15.4K
6.04K $661K
Apr 25, 2024 Q1 2024
Capital Investment Advisory Services, LLC

BUY
 -
137
+ 2.63%
$13.1K - $14.1K
5.35K $585K
May 10, 2024 Q1 2024
Rodgers & Associates, LTD

BUY
 -
132
+ 0.25%
$12.7K - $13.6K
53.5K $5.85M
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
129
New
$12.4K - $13.3K
129 $14.1K
Apr 16, 2024 Q1 2024
Stratos Wealth Advisors, LLC

BUY
 -
129
+ 3.09%
$12.4K - $13.3K
4.3K $470K
May 13, 2024 Q1 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
111
+ 2.33%
$10.6K - $11.4K
4.88K $533K
Apr 29, 2024 Q1 2024
Adviser Investments LLC

BUY
 -
107
+ 2.23%
$10.3K - $11K
4.9K $536K
May 14, 2024 Q1 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
105
+ 6.91%
$10.1K - $10.8K
1.63K $178K

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