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 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
268+ 2.82% |
$25.7K - $29.2K
|
9.77K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
251+ 1.43% |
$24K - $27.4K
|
17.9K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
220+ 4.25% |
$21.1K - $24K
|
5.4K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
215New |
$20.6K - $23.4K
|
215
$25.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
211+ 1.76% |
$20.2K - $23K
|
12.2K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
204+ 0.82% |
$19.5K - $22.2K
|
25.2K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
189+ 0.47% |
$18.1K - $20.6K
|
40K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
187+ 3116.67% |
$17.9K - $20.4K
|
193
$22.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
184+ 58.04% |
$17.6K - $20.1K
|
501
$58.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
172+ 6.15% |
$16.5K - $18.8K
|
2.97K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
165+ 2.19% |
$15.8K - $18K
|
7.72K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
157+ 1.4% |
$15K - $17.1K
|
11.4K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$14.4K - $16.4K
|
150
$17.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
144+ 0.04% |
$13.8K - $15.7K
|
322K
$37.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
138+ 3.87% |
$13.2K - $15K
|
3.71K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
137+ 16.91% |
$13.1K - $14.9K
|
947
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134+ 31.53% |
$12.8K - $14.6K
|
559
$65.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
134+ 5.44% |
$12.8K - $14.6K
|
2.6K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
125+ 4.32% |
$12K - $13.6K
|
3.02K
$354K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
125+ 0.59% |
$12K - $13.6K
|
21.4K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
120+ 5.58% |
$11.5K - $13.1K
|
2.27K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
118New |
$11.3K - $12.9K
|
118
$13.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
110+ 4.48% |
$10.5K - $12K
|
2.57K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
106+ 2.5% |
$10.2K - $11.6K
|
4.35K
$509K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
104+ 1.58% |
$9.96K - $11.3K
|
6.68K
$782K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
104+ 1.01% |
$9.96K - $11.3K
|
10.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100New |
$9.58K - $10.9K
|
100
$11.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100New |
$9.58K - $10.9K
|
100
$11.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100+ 2.7% |
$9.58K - $10.9K
|
3.81K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
99+ 1.94% |
$9.49K - $10.8K
|
5.21K
$610K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
92+ 7.01% |
$8.81K - $10K
|
1.4K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
91+ 15.88% |
$8.72K - $9.92K
|
664
$77.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
74+ 1.22% |
$7.09K - $8.07K
|
6.12K
$717K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.07% |
$7.09K - $8.07K
|
3.65K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
60+ 0.17% |
$5.75K - $6.54K
|
34.4K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
58+ 2.52% |
$5.56K - $6.32K
|
2.36K
$276K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
58+ 0.17% |
$5.56K - $6.32K
|
33.8K
$3.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 0.51% |
$5.37K - $6.11K
|
11.1K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
53+ 4.33% |
$5.08K - $5.78K
|
1.28K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.69% |
$5.08K - $5.78K
|
7.7K
$902K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53+ 2.61% |
$5.08K - $5.78K
|
2.08K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 0.07% |
$4.89K - $5.56K
|
77.8K
$9.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50New |
$4.79K - $5.45K
|
50
$5.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 1.36% |
$4.79K - $5.45K
|
3.74K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
49+ 0.52% |
$4.69K - $5.34K
|
9.47K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2.88% |
$4.12K - $4.69K
|
1.54K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42+ 12.32% |
$4.02K - $4.58K
|
383
$44.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.14% |
$3.64K - $4.14K
|
27.8K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
36+ 0.95% |
$3.45K - $3.93K
|
3.81K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33+ 0.53% |
$3.16K - $3.6K
|
6.32K
$740K
|