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 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
13+ 0.37% |
$1.07K - $1.36K
|
3.57K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$821 - $1.05K
|
10
$1.17K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.21% |
$575 - $732
|
3.29K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
7+ 0.17% |
$575 - $732
|
4.22K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.19% |
$411 - $523
|
2.62K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$328 - $418
|
3.47K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.22% |
$328 - $418
|
1.82K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.06% |
$328 - $418
|
6.75K
$791K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.17% |
$328 - $418
|
2.34K
$273K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.05% |
$246 - $314
|
5.98K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3+ 0.11% |
$246 - $314
|
2.81K
$329K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.7% |
$246 - $314
|
433
$50.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.87% |
$246 - $314
|
349
$40.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
3+ 0.1% |
$246 - $314
|
2.96K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.77% |
$246 - $314
|
393
$46K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.36% |
$164 - $209
|
552
$64.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.69% |
$164 - $209
|
291
$34.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$164 - $209
|
14.8K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$82.1 - $105
|
106
$12.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$82.1 - $105
|
1
$117
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.75% |
$82.1 - $105
|
58
$6.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$82.1 - $105
|
420
$49.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.12% |
$82.1 - $105
|
840
$98.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4- 0.04% |
$328 - $418
|
9.82K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-4- 0.01% |
$328 - $418
|
40.3K
$4.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5- 0.14% |
$411 - $523
|
3.63K
$426K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14- 0.57% |
$1.15K - $1.46K
|
2.43K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-15- 3.68% |
$1.23K - $1.57K
|
393
$46K
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-16- 0.35% |
$1.31K - $1.67K
|
4.52K
$529K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-17- 1.08% |
$1.4K - $1.78K
|
1.56K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-18- 4.97% |
$1.48K - $1.88K
|
344
$40.3K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19- 0.85% |
$1.56K - $1.99K
|
2.22K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-19- 0.65% |
$1.56K - $1.99K
|
2.92K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19- 0.85% |
$1.56K - $1.99K
|
2.22K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19- 0.1% |
$1.56K - $1.99K
|
19.7K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.64K - $2.09K
|
4.12K
$482K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-20- 0.47% |
$1.64K - $2.09K
|
4.28K
$501K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-20- 1.48% |
$1.64K - $2.09K
|
1.33K
$156K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-24- 0.73% |
$1.97K - $2.51K
|
3.28K
$384K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 20.66% |
$2.05K - $2.61K
|
96
$11.2K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-26- 0.65% |
$2.13K - $2.72K
|
3.98K
$466K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-28- 0.92% |
$2.3K - $2.93K
|
3.03K
$355K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-28- 0.41% |
$2.3K - $2.93K
|
6.76K
$791K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 0.25% |
$2.46K - $3.14K
|
12.2K
$1.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-30- 0.87% |
$2.46K - $3.14K
|
3.4K
$398K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-31- 0.35% |
$2.55K - $3.24K
|
8.75K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-33- 0.65% |
$2.71K - $3.45K
|
5.07K
$594K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-35- 15.15% |
$2.87K - $3.66K
|
196
$23K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-38- 0.1% |
$3.12K - $3.97K
|
36.4K
$4.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-40- 1.62% |
$3.28K - $4.18K
|
2.42K
$284K
|