Purchases and Sales Made in Q1 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 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-410- 4.89% |
$39.3K - $42.1K
|
7.98K
$873K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-430- 1.57% |
$41.2K - $44.2K
|
27K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-450- 11.62% |
$43.1K - $46.3K
|
3.42K
$374K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-453- 1.25% |
$43.4K - $46.6K
|
35.8K
$3.91M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-466- 1.03% |
$44.7K - $47.9K
|
44.9K
$4.92M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-470- 5.87% |
$45.1K - $48.3K
|
7.54K
$825K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-493- 0.73% |
$47.3K - $50.7K
|
67.1K
$7.34M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-497- 7.34% |
$47.7K - $51.1K
|
6.27K
$686K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-498- 55.83% |
$47.7K - $51.2K
|
394
$43.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-508- 60.48% |
$48.7K - $52.2K
|
332
$36.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-515- 1.1% |
$49.4K - $52.9K
|
46.5K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-519- 7.79% |
$49.8K - $53.3K
|
6.14K
$672K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-535- 15.43% |
$51.3K - $55K
|
2.93K
$321K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-546- 7.2% |
$52.4K - $56.1K
|
7.04K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-550- 8.72% |
$52.7K - $56.5K
|
5.76K
$630K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-571- 9.18% |
$54.7K - $58.7K
|
5.65K
$618K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-572- 2.13% |
$54.8K - $58.8K
|
26.2K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-582- 3.58% |
$55.8K - $59.8K
|
15.7K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-584- 11.04% |
$56K - $60K
|
4.71K
$515K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-591- 23.19% |
$56.7K - $60.7K
|
1.96K
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-594- 0.55% |
$57K - $61.1K
|
107K
$11.7M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-612- 30.68% |
$58.7K - $62.9K
|
1.38K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-650- 3.23% |
$62.3K - $66.8K
|
19.5K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-655- 24.99% |
$62.8K - $67.3K
|
1.97K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-672- 32.05% |
$64.4K - $69.1K
|
1.43K
$156K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-673- 12.8% |
$64.5K - $69.2K
|
4.58K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-679- 15.11% |
$65.1K - $69.8K
|
3.81K
$417K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-683- 4.9% |
$65.5K - $70.2K
|
13.3K
$1.45M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-694- 1.34% |
$66.5K - $71.3K
|
50.9K
$5.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-716- 1.55% |
$68.7K - $73.6K
|
45.6K
$4.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-722- 19.04% |
$69.2K - $74.2K
|
3.07K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-734- 76.62% |
$70.4K - $75.4K
|
224
$24.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-734- 1.03% |
$70.4K - $75.4K
|
70.6K
$7.72M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-746- 4.3% |
$71.5K - $76.7K
|
16.6K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-756- 0.67% |
$72.5K - $77.7K
|
112K
$12.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-786- 8.96% |
$75.4K - $80.8K
|
7.99K
$874K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-794- 23.94% |
$76.1K - $81.6K
|
2.52K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-795- 3.35% |
$76.2K - $81.7K
|
22.9K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-816- 0.89% |
$78.2K - $83.9K
|
91.2K
$9.97M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-829- 2.21% |
$79.5K - $85.2K
|
36.7K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-846- 0.16% |
$81.1K - $87K
|
522K
$57.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-862- 27.61% |
$82.6K - $88.6K
|
2.26K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-881- 8.3% |
$84.5K - $90.5K
|
9.73K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-883- 9.32% |
$84.7K - $90.8K
|
8.59K
$940K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-888- 16.04% |
$85.1K - $91.3K
|
4.65K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-896- 25.11% |
$85.9K - $92.1K
|
2.67K
$292K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-909- 1.63% |
$87.2K - $93.4K
|
54.9K
$6M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-923- 11.25% |
$88.5K - $94.9K
|
7.28K
$797K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-953- 53.33% |
$91.4K - $97.9K
|
834
$91.2K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-963- 30.28% |
$92.3K - $99K
|
2.22K
$243K
|