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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-40- 0.86% |
$3.28K - $4.18K
|
4.62K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-41- 0.09% |
$3.37K - $4.29K
|
45.8K
$5.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-42- 1.11% |
$3.45K - $4.39K
|
3.73K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-45- 1.68% |
$3.69K - $4.7K
|
2.63K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-46- 12.43% |
$3.78K - $4.81K
|
324
$37.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-55- 2.11% |
$4.52K - $5.75K
|
2.55K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56- 0.28% |
$4.6K - $5.85K
|
20K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-57- 1.79% |
$4.68K - $5.96K
|
3.13K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-68- 13.49% |
$5.58K - $7.11K
|
436
$50.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-80- 0.58% |
$6.57K - $8.36K
|
13.6K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-81- 2.43% |
$6.65K - $8.47K
|
3.25K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-83- 1.81% |
$6.81K - $8.68K
|
4.49K
$520K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 48.57% |
$6.98K - $8.89K
|
90
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-90- 3.84% |
$7.39K - $9.41K
|
2.25K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-90- 0.53% |
$7.39K - $9.41K
|
17K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-96- 0.72% |
$7.88K - $10K
|
13.2K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-98- 0.2% |
$8.05K - $10.2K
|
49.9K
$5.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-98- 3.8% |
$8.05K - $10.2K
|
2.48K
$287K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-99- 2.17% |
$8.13K - $10.3K
|
4.46K
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-100- 3.03% |
$8.21K - $10.5K
|
3.21K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-105- 0.96% |
$8.62K - $11K
|
10.9K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-108- 0.51% |
$8.87K - $11.3K
|
21K
$2.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-117- 1.06% |
$9.61K - $12.2K
|
10.9K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-118- 2.01% |
$9.69K - $12.3K
|
5.75K
$666K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-126- 2.08% |
$10.3K - $13.2K
|
5.92K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-143- 1.11% |
$11.7K - $14.9K
|
12.8K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-148- 4.78% |
$12.2K - $15.5K
|
2.95K
$341K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 27.27% |
$12.3K - $15.7K
|
400
$46.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 1.58% |
$12.3K - $15.7K
|
9.37K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-187- 0.48% |
$15.4K - $19.5K
|
38.5K
$4.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-189- 28.21% |
$15.5K - $19.8K
|
481
$55.6K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-190- 25.07% |
$15.6K - $19.9K
|
568
$65.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-190- 25.07% |
$15.6K - $19.9K
|
568
$65.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-192- 29.81% |
$15.8K - $20.1K
|
452
$52.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-195- 4.19% |
$16K - $20.4K
|
4.46K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-197- 7.13% |
$16.2K - $20.6K
|
2.57K
$297K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 6.31% |
$16.4K - $20.9K
|
2.97K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-211- 4.38% |
$17.3K - $22.1K
|
4.61K
$533K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-212- 5.38% |
$17.4K - $22.2K
|
3.73K
$431K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-212- 2.52% |
$17.4K - $22.2K
|
8.21K
$949K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-214- 1.5% |
$17.6K - $22.4K
|
14.1K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-220- 2.18% |
$18.1K - $23K
|
9.89K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-221- 3.67% |
$18.1K - $23.1K
|
5.8K
$670K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-228- 2.32% |
$18.7K - $23.8K
|
9.59K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-230- 7.13% |
$18.9K - $24K
|
2.99K
$346K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-230- 0.26% |
$18.9K - $24K
|
87K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-233- 0.26% |
$19.1K - $24.4K
|
90.2K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-242- 2.62% |
$19.9K - $25.3K
|
9K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-243- 2.71% |
$20K - $25.4K
|
8.72K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-250- 10.42% |
$20.5K - $26.1K
|
2.15K
$249K
|