Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44K+ 78.58% |
$200K - $255K
|
5.54K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.42K+ 16.96% |
$199K - $253K
|
16.7K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.41K+ 3.35% |
$198K - $252K
|
74.5K
$8.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.33K+ 30.0% |
$192K - $244K
|
10.1K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
2.33K+ 29.59% |
$191K - $244K
|
10.2K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.28KNew |
$187K - $238K
|
2.28K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$187K - $238K
|
2.28K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.24K+ 23.67% |
$184K - $234K
|
11.7K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.19K+ 37.43% |
$180K - $229K
|
8.03K
$940K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.16KNew |
$178K - $226K
|
2.16K
$253K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.15KNew |
$176K - $225K
|
2.15K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.14KNew |
$175K - $223K
|
2.14K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$175K - $223K
|
2.13K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.1KNew |
$172K - $219K
|
2.1K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.08KNew |
$171K - $217K
|
2.08K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.05KNew |
$168K - $214K
|
2.05K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$167K - $213K
|
2.04K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.03K+ 85.56% |
$166K - $212K
|
4.4K
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.03K+ 18.1% |
$166K - $212K
|
13.2K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.02K+ 0.64% |
$166K - $212K
|
320K
$37.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
2.01KNew |
$165K - $210K
|
2.01K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2KNew |
$165K - $209K
|
2K
$235K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2KNew |
$164K - $209K
|
2K
$234K
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
2KNew |
$164K - $209K
|
2K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$164K - $209K
|
2K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.98K+ 80.23% |
$163K - $207K
|
4.45K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.98KNew |
$162K - $207K
|
1.98K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.95KNew |
$160K - $204K
|
1.95K
$228K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.95KNew |
$160K - $204K
|
1.95K
$228K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.95KNew |
$160K - $203K
|
1.95K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92KNew |
$158K - $201K
|
1.92K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.91K+ 44.54% |
$157K - $200K
|
6.2K
$726K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.91KNew |
$156K - $199K
|
1.91K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 27.46% |
$155K - $197K
|
8.74K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 7.24% |
$153K - $194K
|
27.5K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.84KNew |
$151K - $192K
|
1.84K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.63K+ 1.07% |
$134K - $171K
|
154K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.62K+ 976.51% |
$133K - $169K
|
1.79K
$209K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.29% |
$129K - $164K
|
49.4K
$5.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.55K+ 12.65% |
$128K - $162K
|
13.8K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 14.71% |
$125K - $160K
|
11.9K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.5K+ 2.9% |
$123K - $157K
|
53.3K
$6.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.45K+ 24.55% |
$119K - $151K
|
7.34K
$859K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.44K+ 6.9% |
$118K - $150K
|
22.3K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.43K+ 1.65% |
$117K - $149K
|
87.7K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.42K+ 2.15% |
$117K - $149K
|
67.6K
$7.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.42K+ 27.32% |
$116K - $148K
|
6.59K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.41K+ 6.32% |
$116K - $147K
|
23.7K
$2.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.4K+ 3.12% |
$115K - $146K
|
46.3K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.27K+ 1.21% |
$104K - $132K
|
106K
$12.4M
|