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 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
262+ 2.7% |
$24.7K - $26.8K
|
9.96K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
255+ 4.55% |
$24K - $26K
|
5.86K
$687K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
240+ 60.0% |
$22.6K - $24.5K
|
640
$75K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
237+ 2.66% |
$22.3K - $24.2K
|
9.16K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
235+ 7.65% |
$22.1K - $24K
|
3.31K
$387K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
230New |
$21.6K - $23.5K
|
230
$26.9K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
200+ 1.94% |
$18.8K - $20.4K
|
10.5K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
199+ 5.65% |
$18.7K - $20.3K
|
3.72K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
197+ 2.2% |
$18.5K - $20.1K
|
9.13K
$1.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
197+ 4.87% |
$18.5K - $20.1K
|
4.24K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
196+ 0.45% |
$18.4K - $20K
|
43.4K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
188+ 36.72% |
$17.7K - $19.2K
|
700
$82K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
178+ 2.27% |
$16.8K - $18.2K
|
8.01K
$937K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
163+ 0.32% |
$15.3K - $16.6K
|
51.1K
$5.99M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
156+ 6.65% |
$14.7K - $15.9K
|
2.5K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
156New |
$14.7K - $15.9K
|
156
$18.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
146+ 1.83% |
$13.7K - $14.9K
|
8.13K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
142+ 0.27% |
$13.4K - $14.5K
|
52.3K
$6.13M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
141+ 2.58% |
$13.3K - $14.4K
|
5.61K
$657K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$12.6K - $13.7K
|
134
$15.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
122+ 1.66% |
$11.5K - $12.5K
|
7.46K
$873K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
121+ 0.73% |
$11.4K - $12.4K
|
16.7K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
119New |
$11.2K - $12.2K
|
119
$13.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
112+ 1.86% |
$10.5K - $11.4K
|
6.15K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111+ 2.28% |
$10.4K - $11.3K
|
4.99K
$584K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.13% |
$9.98K - $10.8K
|
9.5K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
104+ 0.88% |
$9.79K - $10.6K
|
12K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
100+ 3.71% |
$9.41K - $10.2K
|
2.8K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
100+ 2.43% |
$9.41K - $10.2K
|
4.22K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
99+ 0.5% |
$9.32K - $10.1K
|
20K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
95+ 0.64% |
$8.94K - $9.7K
|
14.9K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82+ 0.74% |
$7.72K - $8.37K
|
11.2K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
79+ 2.31% |
$7.44K - $8.07K
|
3.5K
$410K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
73+ 2.3% |
$6.87K - $7.46K
|
3.25K
$381K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 2.0% |
$6.59K - $7.15K
|
3.57K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66+ 0.71% |
$6.21K - $6.74K
|
9.42K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
62+ 1.73% |
$5.84K - $6.33K
|
3.65K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60+ 2.21% |
$5.65K - $6.13K
|
2.77K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.7% |
$4.99K - $5.41K
|
7.65K
$896K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
52+ 0.94% |
$4.89K - $5.31K
|
5.57K
$653K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
49+ 1.64% |
$4.61K - $5K
|
3.04K
$356K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47+ 15.99% |
$4.42K - $4.8K
|
341
$39.9K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
46+ 0.49% |
$4.33K - $4.7K
|
9.42K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
45+ 11.75% |
$4.24K - $4.6K
|
428
$50.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 3.39% |
$4.05K - $4.39K
|
1.31K
$154K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 55.13% |
$4.05K - $4.39K
|
121
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
42+ 47.19% |
$3.95K - $4.29K
|
131
$15.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 0.34% |
$3.86K - $4.19K
|
11.9K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
35+ 0.84% |
$3.29K - $3.57K
|
4.19K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.5% |
$2.92K - $3.17K
|
6.29K
$736K
|