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 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-322- 1.4% |
$30.3K - $32.9K
|
22.6K
$2.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-345- 6.45% |
$32.5K - $35.2K
|
5.01K
$586K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-355- 4.27% |
$33.4K - $36.3K
|
7.97K
$933K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-365- 14.12% |
$34.4K - $37.3K
|
2.22K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-377- 10.58% |
$35.5K - $38.5K
|
3.19K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-378- 8.14% |
$35.6K - $38.6K
|
4.26K
$499K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-378- 0.67% |
$35.6K - $38.6K
|
55.7K
$6.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-379- 7.01% |
$35.7K - $38.7K
|
5.03K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-388- 14.48% |
$36.5K - $39.6K
|
2.29K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-389- 9.53% |
$36.6K - $39.7K
|
3.69K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-398- 0.95% |
$37.5K - $40.6K
|
41.5K
$4.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-418- 13.96% |
$39.3K - $42.7K
|
2.58K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-420- 16.03% |
$39.5K - $42.9K
|
2.2K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-420- 10.87% |
$39.5K - $42.9K
|
3.44K
$403K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-433- 2.07% |
$40.8K - $44.2K
|
20.5K
$2.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-439- 4.08% |
$41.3K - $44.8K
|
10.3K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-450- 1.57% |
$42.4K - $46K
|
28.2K
$3.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-487- 2.36% |
$45.8K - $49.7K
|
20.2K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-502- 18.04% |
$47.2K - $51.3K
|
2.28K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-507- 1.25% |
$47.7K - $51.8K
|
40.1K
$4.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-508- 1.11% |
$47.8K - $51.9K
|
45.1K
$5.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-509- 4.69% |
$47.9K - $52K
|
10.3K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-516- 1.85% |
$48.6K - $52.7K
|
27.3K
$3.2M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-534- 3.27% |
$50.3K - $54.5K
|
15.8K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-557- 0.58% |
$52.4K - $56.9K
|
95.5K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-564- 2.26% |
$53.1K - $57.6K
|
24.4K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-570- 12.51% |
$53.6K - $58.2K
|
3.99K
$467K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-575- 1.28% |
$54.1K - $58.7K
|
44.4K
$5.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-578- 1.08% |
$54.4K - $59K
|
52.9K
$6.19M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-591- 1.05% |
$55.6K - $60.4K
|
55.5K
$6.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-636- 3.36% |
$59.9K - $65K
|
18.3K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-652- 5.97% |
$61.4K - $66.6K
|
10.3K
$1.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-652- 4.51% |
$61.4K - $66.6K
|
13.8K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-662- 0.86% |
$62.3K - $67.6K
|
76.7K
$8.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 2.46% |
$65.9K - $71.5K
|
27.8K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-700- 1.46% |
$65.9K - $71.5K
|
47.2K
$5.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-710- 10.85% |
$66.8K - $72.5K
|
5.83K
$683K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-716- 1.44% |
$67.4K - $73.1K
|
49.1K
$5.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-723- 16.81% |
$68K - $73.8K
|
3.58K
$419K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-725- 39.47% |
$68.2K - $74K
|
1.11K
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-739- 50.34% |
$69.6K - $75.5K
|
729
$85.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-750- 22.88% |
$70.6K - $76.6K
|
2.53K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-754- 90.41% |
$71K - $77K
|
80
$9.37K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-780- 93.64% |
$73.4K - $79.7K
|
53
$6.21K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-797- 8.77% |
$75K - $81.4K
|
8.29K
$970K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-817- 3.02% |
$76.9K - $83.4K
|
26.2K
$3.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-862- 2.49% |
$81.1K - $88K
|
33.7K
$3.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-897- 1.17% |
$84.4K - $91.6K
|
75.5K
$8.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-905- 1.8% |
$85.2K - $92.4K
|
49.4K
$5.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-931- 11.18% |
$87.6K - $95.1K
|
7.4K
$866K
|