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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
956+ 2.08% |
$91.6K - $104K
|
46.8K
$5.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
951+ 26.08% |
$91.1K - $104K
|
4.6K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
939+ 7.18% |
$90K - $102K
|
14K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
925+ 11.73% |
$88.6K - $101K
|
8.81K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
923+ 7.73% |
$88.4K - $101K
|
12.9K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
889+ 23.64% |
$85.2K - $96.9K
|
4.65K
$538K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
864New |
$82.8K - $94.2K
|
864
$99.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
828+ 3.03% |
$79.3K - $90.3K
|
28.2K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
822+ 0.94% |
$78.8K - $89.6K
|
87.9K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
794+ 1.59% |
$76.1K - $86.6K
|
50.9K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
722+ 20.75% |
$69.2K - $78.7K
|
4.2K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
720New |
$69K - $78.5K
|
720
$83.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 16.04% |
$66.8K - $76K
|
5.04K
$583K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 1.58% |
$65.9K - $75K
|
44.1K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
671+ 4.47% |
$64.3K - $73.2K
|
15.7K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
662+ 4.48% |
$63.4K - $72.2K
|
15.4K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
660+ 5.19% |
$63.2K - $72K
|
13.4K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
631+ 11.48% |
$60.5K - $68.8K
|
6.13K
$709K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
586New |
$56.1K - $63.9K
|
586
$67.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
583+ 12.32% |
$55.9K - $63.6K
|
5.32K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
527+ 16.82% |
$50.5K - $57.5K
|
3.66K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
522+ 12.64% |
$50K - $56.9K
|
4.65K
$538K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
504New |
$48.3K - $55K
|
504
$58.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
495+ 9.38% |
$47.4K - $54K
|
5.77K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
490+ 2.09% |
$46.9K - $53.4K
|
23.9K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
464+ 0.94% |
$44.5K - $50.6K
|
49.6K
$5.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
450+ 6.43% |
$43.1K - $49.1K
|
7.45K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 2.06% |
$40K - $45.5K
|
20.7K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
416+ 5.42% |
$39.9K - $45.4K
|
8.1K
$936K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
411+ 16.04% |
$39.4K - $44.8K
|
2.97K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
410+ 9.63% |
$39.3K - $44.7K
|
4.67K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
400+ 16.98% |
$38.3K - $43.6K
|
2.76K
$319K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
400New |
$38.3K - $43.6K
|
400
$46.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
383+ 19150.0% |
$36.7K - $41.8K
|
385
$44.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
381+ 4.57% |
$36.5K - $41.5K
|
8.71K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
361+ 4.67% |
$34.6K - $39.4K
|
8.09K
$936K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
346+ 5.01% |
$33.2K - $37.7K
|
7.25K
$839K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $34.9K
|
320
$37K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
318+ 3.91% |
$30.5K - $34.7K
|
8.45K
$977K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
316+ 3.72% |
$30.3K - $34.5K
|
8.81K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
307+ 12.27% |
$29.4K - $33.5K
|
2.81K
$325K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
303+ 19.92% |
$29K - $33K
|
1.82K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
303+ 0.25% |
$29K - $33K
|
121K
$14M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
295+ 53.25% |
$28.3K - $32.2K
|
849
$98.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
294+ 10.66% |
$28.2K - $32.1K
|
3.05K
$353K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
291+ 8.33% |
$27.9K - $31.7K
|
3.78K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
291+ 5.76% |
$27.9K - $31.7K
|
5.34K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
273+ 0.42% |
$26.2K - $29.8K
|
65.6K
$7.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
268+ 2.82% |
$25.7K - $29.2K
|
9.77K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
251+ 1.43% |
$24K - $27.4K
|
17.9K
$2.06M
|