Purchases and Sales Made in Q4 2023 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

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
Feb 12, 2024 Q4 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
96
+ 1.99%
$7.88K - $10K
4.92K $577K
Jan 08, 2024 Q4 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
96
+ 3.02%
$7.88K - $10K
3.28K $384K
Feb 09, 2024 Q4 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
93
+ 0.35%
$7.64K - $9.72K
26.8K $3.14M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
88
New
$7.22K - $9.2K
88 $10.3K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
82
New
$6.73K - $8.57K
82 $9.6K
Feb 29, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
80
+ 0.28%
$6.57K - $8.36K
28.6K $3.35M
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
79
+ 1.89%
$6.49K - $8.26K
4.27K $500K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
78
+ 2.58%
$6.4K - $8.15K
3.1K $363K
Feb 13, 2024 Q4 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
75
+ 0.14%
$6.16K - $7.84K
53.8K $6.3M
Feb 05, 2024 Q4 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
74
+ 0.8%
$6.08K - $7.74K
9.38K $1.1M
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
65
+ 0.13%
$5.34K - $6.79K
51.6K $6.04M
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
65
+ 5.63%
$5.34K - $6.79K
1.22K $143K
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
63
+ 2.46%
$5.17K - $6.59K
2.62K $307K
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
59
+ 7.69%
$4.84K - $6.17K
826 $96.7K
Jan 18, 2024 Q4 2023
Home Federal Bank Of Tennessee

BUY
 -
59
+ 0.07%
$4.84K - $6.17K
82.8K $9.7M
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
54
+ 1.45%
$4.43K - $5.64K
3.77K $442K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
54
+ 1.31%
$4.43K - $5.64K
4.19K $490K
Feb 12, 2024 Q4 2023
Tag Stone Capital, Inc.

BUY
 -
51
+ 0.83%
$4.19K - $5.33K
6.23K $730K
Jan 22, 2024 Q4 2023
Newton One Investments LLC

BUY
 -
48
+ 0.82%
$3.94K - $5.02K
5.93K $694K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
48
New
$3.94K - $5.02K
48 $5.62K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
46
+ 1.52%
$3.78K - $4.81K
3.06K $359K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
44
+ 7.24%
$3.61K - $4.6K
652 $76.4K
Feb 02, 2024 Q4 2023
Tap Consulting, LLC

BUY
 -
42
+ 0.8%
$3.45K - $4.39K
5.3K $621K
Feb 02, 2024 Q4 2023
Citizens Financial Group Inc

BUY
 -
42
+ 0.65%
$3.45K - $4.39K
6.49K $760K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
41
New
$3.37K - $4.29K
41 $4.8K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
38
New
$3.12K - $3.97K
38 $4.45K
Feb 09, 2024 Q4 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
37
+ 0.66%
$3.04K - $3.87K
5.67K $663K
Feb 12, 2024 Q4 2023
Private Wealth Strategies, L.L.C.

BUY
 -
36
+ 0.78%
$2.96K - $3.76K
4.66K $546K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
32
New
$2.63K - $3.34K
32 $3.75K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
31
+ 0.27%
$2.55K - $3.24K
11.5K $1.34M
Jan 31, 2024 Q4 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
31
+ 0.13%
$2.55K - $3.24K
24.1K $2.82M
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
29
+ 2900.0%
$2.38K - $3.03K
30 $3.51K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
28
+ 0.59%
$2.3K - $2.93K
4.74K $555K
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
28
+ 1.17%
$2.3K - $2.93K
2.42K $284K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

BUY
 -
28
+ 14.89%
$2.3K - $2.93K
216 $25.3K
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

BUY
 -
27
+ 0.72%
$2.22K - $2.82K
3.79K $444K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
26
+ 200.0%
$2.13K - $2.72K
39 $4.57K
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
26
New
$2.13K - $2.72K
26 $3.04K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
23
+ 37.1%
$1.89K - $2.4K
85 $9.95K
Feb 14, 2024 Q4 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
23
+ 0.17%
$1.89K - $2.4K
13.2K $1.55M
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

BUY
 -
21
+ 0.1%
$1.72K - $2.2K
21.9K $2.57M
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
20
+ 0.18%
$1.64K - $2.09K
11.1K $1.3M
Jan 16, 2024 Q4 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
20
+ 0.34%
$1.64K - $2.09K
5.85K $685K
Feb 09, 2024 Q4 2023
Aft, Forsyth & Company, Inc.

BUY
 -
19
+ 0.26%
$1.56K - $1.99K
7.23K $847K
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
19
+ 0.7%
$1.56K - $1.99K
2.74K $320K
Feb 14, 2024 Q4 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
18
+ 0.79%
$1.48K - $1.88K
2.29K $268K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
17
New
$1.4K - $1.78K
17 $1.99K
Jan 24, 2024 Q4 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
14
+ 0.28%
$1.15K - $1.46K
5.08K $594K
Feb 09, 2024 Q4 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
14
+ 0.27%
$1.15K - $1.46K
5.15K $603K

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