Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
407K+ 103.02% |
$39M - $44.4M
|
802K
$87.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
358K+ 6991.37% |
$34.3M - $39M
|
363K
$39.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 24.42% |
$14.5M - $16.5M
|
772K
$84.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
142K+ 28.01% |
$13.6M - $15.4M
|
647K
$70.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
141K+ 253.55% |
$13.5M - $15.4M
|
197K
$21.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74.4K+ 605.3% |
$7.13M - $8.12M
|
86.7K
$9.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
71KNew |
$6.8M - $7.74M
|
71K
$7.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.3K+ 64.3% |
$6.07M - $6.9M
|
162K
$17.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.9K+ 6804.09% |
$4.78M - $5.44M
|
50.6K
$5.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
49.2KNew |
$4.72M - $5.37M
|
49.2K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.5KNew |
$4.55M - $5.17M
|
47.5K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.3K+ 1744.33% |
$4.06M - $4.62M
|
44.8K
$4.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
42.3K+ 150.85% |
$4.06M - $4.62M
|
70.4K
$7.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
42.1K+ 161.62% |
$4.03M - $4.59M
|
68.1K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
35.8K+ 2.45% |
$3.43M - $3.9M
|
1.5M
$164M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29.5K+ 73.46% |
$2.83M - $3.22M
|
69.7K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 13.61% |
$2.69M - $3.06M
|
234K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 8.26% |
$2.61M - $2.97M
|
357K
$39M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 719.03% |
$2.6M - $2.96M
|
30.9K
$3.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25.1K+ 774.86% |
$2.4M - $2.74M
|
28.3K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.9K+ 6.03% |
$2.38M - $2.71M
|
437K
$47.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
24.8KNew |
$2.38M - $2.7M
|
24.8K
$2.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.8K+ 272.27% |
$2.37M - $2.7M
|
33.9K
$3.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24K+ 6.91% |
$2.3M - $2.62M
|
371K
$40.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.1KNew |
$2.12M - $2.41M
|
22.1K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.1KNew |
$2.12M - $2.41M
|
22.1K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
18.4KNew |
$1.76M - $2.01M
|
18.4K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6K+ 27.43% |
$1.68M - $1.92M
|
81.6K
$8.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17.5K+ 782.08% |
$1.68M - $1.91M
|
19.8K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.5K+ 23.77% |
$1.67M - $1.91M
|
91K
$9.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.7KNew |
$1.5M - $1.71M
|
15.7K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
15.6K+ 78.12% |
$1.5M - $1.7M
|
35.6K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 97.26% |
$1.49M - $1.69M
|
31.5K
$3.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1K+ 48.96% |
$1.45M - $1.65M
|
46K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 0.44% |
$1.45M - $1.65M
|
3.49M
$381M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 3.42% |
$1.44M - $1.64M
|
454K
$49.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7K+ 103.14% |
$1.31M - $1.49M
|
27K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 519.27% |
$1.25M - $1.43M
|
15.6K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.7KNew |
$1.22M - $1.38M
|
12.7K
$1.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.5KNew |
$1.2M - $1.37M
|
12.5K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
12K+ 717.92% |
$1.15M - $1.31M
|
13.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 4.77% |
$1.12M - $1.28M
|
258K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6K+ 198.45% |
$1.11M - $1.27M
|
17.5K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.3KNew |
$1.08M - $1.23M
|
11.3K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.3KNew |
$1.08M - $1.23M
|
11.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9.25KNew |
$887K - $1.01M
|
9.25K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
8.61KNew |
$825K - $939K
|
8.61K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2K+ 53.59% |
$786K - $894K
|
23.5K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.16K+ 311.02% |
$781K - $889K
|
10.8K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
6.72K+ 16.13% |
$644K - $733K
|
48.4K
$5.3M
|