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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.47K+ 17.14% |
$138K - $150K
|
10.1K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.45K+ 6.16% |
$136K - $148K
|
25K
$2.93M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.42KNew |
$134K - $145K
|
1.42K
$167K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.4K+ 24.95% |
$131K - $143K
|
7K
$819K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.35K+ 794.71% |
$127K - $138K
|
1.52K
$178K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.21K+ 4.8% |
$114K - $123K
|
26.4K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 22.16% |
$108K - $117K
|
6.3K
$738K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.09KNew |
$103K - $111K
|
1.09K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.08K+ 4.78% |
$101K - $110K
|
23.6K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.07K+ 0.7% |
$101K - $109K
|
155K
$18.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.05K+ 1.39% |
$98.9K - $107K
|
76.5K
$8.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.05K+ 9.61% |
$98.4K - $107K
|
11.9K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.02K+ 6.17% |
$96.3K - $104K
|
17.6K
$2.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
943+ 1.55% |
$88.8K - $96.3K
|
61.7K
$7.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
877+ 0.73% |
$82.5K - $89.6K
|
121K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
862+ 2.21% |
$81.1K - $88K
|
39.8K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
851+ 1.9% |
$80.1K - $86.9K
|
45.7K
$5.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
758+ 3.7% |
$71.3K - $77.4K
|
21.2K
$2.49M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
733New |
$69K - $74.9K
|
733
$85.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
706+ 3.61% |
$66.4K - $72.1K
|
20.2K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 2.83% |
$65.9K - $71.5K
|
25.5K
$2.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
687+ 12.84% |
$64.7K - $70.2K
|
6.04K
$707K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
644New |
$60.6K - $65.8K
|
644
$75.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
622+ 10.01% |
$58.5K - $63.5K
|
6.83K
$800K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
608New |
$57.2K - $62.1K
|
608
$71.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
568New |
$53.5K - $58K
|
568
$66.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
567New |
$53.4K - $57.9K
|
567
$66.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
539+ 5.34% |
$50.7K - $55K
|
10.6K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538+ 166.05% |
$50.6K - $54.9K
|
862
$101K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
522+ 10.52% |
$49.1K - $53.3K
|
5.49K
$642K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$46.8K - $50.8K
|
497
$58.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
489+ 2.13% |
$46K - $49.9K
|
23.4K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
460+ 10.77% |
$43.3K - $47K
|
4.73K
$554K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
452+ 14.86% |
$42.5K - $46.2K
|
3.49K
$409K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
451New |
$42.4K - $46.1K
|
451
$52.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
424+ 18.91% |
$39.9K - $43.3K
|
2.67K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
404+ 7.94% |
$38K - $41.3K
|
5.5K
$644K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
387+ 4.87% |
$36.4K - $39.5K
|
8.33K
$975K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
345+ 8.42% |
$32.5K - $35.2K
|
4.44K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
336+ 4.25% |
$31.6K - $34.3K
|
8.25K
$966K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
336+ 55.17% |
$31.6K - $34.3K
|
945
$111K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
334+ 4.63% |
$31.4K - $34.1K
|
7.55K
$884K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
331New |
$31.2K - $33.8K
|
331
$38.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
320+ 2.77% |
$30.1K - $32.7K
|
11.9K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
320+ 0.71% |
$30.1K - $32.7K
|
45.1K
$5.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
317New |
$29.8K - $32.4K
|
317
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
311+ 7.88% |
$29.3K - $31.8K
|
4.26K
$499K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
304New |
$28.6K - $31K
|
304
$35.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
303+ 1.31% |
$28.5K - $30.9K
|
23.4K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264+ 1.06% |
$24.8K - $27K
|
25.2K
$2.95M
|