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 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-644- 16.15% |
$61.7K - $70.2K
|
3.34K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-645- 10.68% |
$61.8K - $70.3K
|
5.4K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-667- 1.84% |
$63.9K - $72.7K
|
35.7K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-737- 5.71% |
$70.6K - $80.4K
|
12.2K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-738- 48.17% |
$70.7K - $80.5K
|
794
$91.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-774- 10.03% |
$74.2K - $84.4K
|
6.94K
$803K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-784- 16.93% |
$75.1K - $85.5K
|
3.85K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-785- 8.83% |
$75.2K - $85.6K
|
8.1K
$937K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-826- 6.94% |
$79.1K - $90.1K
|
11.1K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-830- 11.22% |
$79.5K - $90.5K
|
6.57K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-860- 30.23% |
$82.4K - $93.8K
|
1.99K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-886- 3.72% |
$84.9K - $96.6K
|
22.9K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-909- 1.11% |
$87.1K - $99.1K
|
80.6K
$9.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 14.7% |
$89.6K - $102K
|
5.43K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-935- 0.89% |
$89.6K - $102K
|
104K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-942- 4.67% |
$90.3K - $103K
|
19.2K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-955- 3.88% |
$91.5K - $104K
|
23.7K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-966- 1.95% |
$92.6K - $105K
|
48.6K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.06K- 8.88% |
$102K - $116K
|
10.9K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.08K- 7.82% |
$104K - $118K
|
12.7K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.09K- 3.49% |
$104K - $118K
|
30.1K
$3.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.11K- 1.16% |
$106K - $121K
|
94.4K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 18.98% |
$107K - $121K
|
4.75K
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.11K- 8.27% |
$107K - $121K
|
12.4K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 14.12% |
$108K - $123K
|
6.84K
$791K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.15K- 1.96% |
$110K - $125K
|
57.3K
$6.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.16K- 6.32% |
$111K - $126K
|
17.1K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.19K- 10.41% |
$114K - $129K
|
10.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.22K- 32.88% |
$117K - $133K
|
2.5K
$289K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.24K- 2.68% |
$119K - $136K
|
45.1K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.25K- 1.5% |
$120K - $136K
|
82K
$9.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.28K- 3.63% |
$122K - $139K
|
33.9K
$3.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.28K- 20.3% |
$122K - $139K
|
5.02K
$580K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 4.75% |
$125K - $142K
|
26.1K
$3.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.4K- 21.21% |
$134K - $152K
|
5.19K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.4K- 8.85% |
$134K - $153K
|
14.4K
$1.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.42K- 99.93% |
$136K - $155K
|
1
$116
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 3.91% |
$146K - $166K
|
37.3K
$4.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 2.95% |
$147K - $167K
|
50.4K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.56K- 0.49% |
$149K - $170K
|
319K
$36.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.56K- 3.44% |
$149K - $170K
|
43.7K
$5.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 6.52% |
$150K - $171K
|
22.4K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.58K- 5.76% |
$152K - $172K
|
25.9K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.6K- 1.55% |
$154K - $175K
|
102K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.92% |
$155K - $176K
|
53.7K
$6.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.74K- 37.84% |
$167K - $190K
|
2.86K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.76K- 2.4% |
$168K - $192K
|
71.4K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 24.84% |
$172K - $196K
|
5.44K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.92K- 39.32% |
$184K - $210K
|
2.97K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.99K- 2.38% |
$191K - $217K
|
81.9K
$9.47M
|