Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
102K+ 140.67% |
$9.56M - $10.4M
|
174K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80.2K+ 381714.28% |
$7.54M - $8.19M
|
80.2K
$9.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
58.7KNew |
$5.52M - $6M
|
58.7K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
54.9K+ 195.8% |
$5.17M - $5.61M
|
82.9K
$9.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52.6K+ 1691.67% |
$4.95M - $5.37M
|
55.7K
$6.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44.8K+ 933.63% |
$4.21M - $4.57M
|
49.6K
$5.73M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
43K+ 145.74% |
$4.05M - $4.39M
|
72.5K
$8.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
38.5K+ 69.35% |
$3.63M - $3.93M
|
94.1K
$10.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20KNew |
$1.88M - $2.04M
|
20K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
19.7K+ 1.37% |
$1.86M - $2.01M
|
1.46M
$169M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.6K+ 593.1% |
$1.84M - $2M
|
22.9K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 54.85% |
$1.8M - $1.96M
|
54.1K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.8K+ 3.98% |
$1.48M - $1.61M
|
412K
$47.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 46.52% |
$1.35M - $1.46M
|
45.2K
$5.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.4K+ 11.64% |
$1.27M - $1.37M
|
129K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.25M - $1.36M
|
13.3K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
12.6K+ 49.44% |
$1.19M - $1.29M
|
38.2K
$4.41M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
12.1KNew |
$1.14M - $1.24M
|
12.1K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.5K+ 15.33% |
$1.09M - $1.18M
|
86.8K
$10M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 132.73% |
$1.02M - $1.1M
|
18.9K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.5K+ 29.2% |
$992K - $1.08M
|
46.6K
$5.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.77KNew |
$826K - $896K
|
8.77K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
7.53K+ 22.04% |
$709K - $769K
|
41.7K
$4.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3KNew |
$687K - $746K
|
7.3K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.23KNew |
$681K - $739K
|
7.23K
$837K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.05K+ 21.29% |
$664K - $720K
|
40.2K
$4.65M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$662K - $718K
|
7.04K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.02K+ 3.92% |
$661K - $717K
|
186K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.95KNew |
$654K - $710K
|
6.95K
$804K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.72KNew |
$632K - $686K
|
6.72K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.64KNew |
$625K - $678K
|
6.64K
$768K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.42K+ 2.68% |
$604K - $656K
|
246K
$28.4M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
6.21K+ 15.67% |
$585K - $634K
|
45.8K
$5.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.1K+ 92.41% |
$574K - $623K
|
12.7K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.87KNew |
$553K - $600K
|
5.87K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.67KNew |
$534K - $579K
|
5.67K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.66K+ 12.75% |
$533K - $578K
|
50.1K
$5.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.35K+ 11.01% |
$504K - $546K
|
53.9K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
5.28KNew |
$497K - $539K
|
5.28K
$610K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.24K+ 1.99% |
$493K - $535K
|
268K
$31M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.03K+ 26.55% |
$473K - $514K
|
24K
$2.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.84K+ 21.41% |
$455K - $494K
|
27.4K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.47K+ 109.0% |
$421K - $456K
|
8.57K
$991K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
4.46KNew |
$420K - $455K
|
4.46K
$516K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.35KNew |
$409K - $444K
|
4.35K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.3K+ 47.94% |
$405K - $439K
|
13.3K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.27K+ 2.7% |
$402K - $436K
|
163K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.26K+ 7.13% |
$401K - $435K
|
64K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.24KNew |
$399K - $433K
|
4.24K
$490K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.23K+ 217.54% |
$398K - $432K
|
6.17K
$714K
|