Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-386- 5.94% |
$40.4K - $45.6K
|
6.12K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-402- 2.49% |
$42K - $47.5K
|
15.7K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-408- 1.47% |
$42.7K - $48.2K
|
27.4K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-425- 17.02% |
$44.5K - $50.2K
|
2.07K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-438- 1.39% |
$45.8K - $51.7K
|
31.2K
$3.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-442- 6.37% |
$46.2K - $52.2K
|
6.5K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-446- 5.47% |
$46.6K - $52.7K
|
7.71K
$852K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-449- 32.65% |
$47K - $53K
|
926
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-467- 1.17% |
$48.8K - $55.1K
|
39.3K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-482- 14.73% |
$50.4K - $56.9K
|
2.79K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-484- 5.31% |
$50.6K - $57.1K
|
8.64K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-501- 1.11% |
$52.4K - $59.1K
|
44.7K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-507- 4.28% |
$53K - $59.9K
|
11.4K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-522- 2.36% |
$54.6K - $61.6K
|
21.6K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-523- 2.33% |
$54.7K - $61.7K
|
21.9K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-554- 3.7% |
$57.9K - $65.4K
|
14.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-566- 2.24% |
$59.2K - $66.8K
|
24.7K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-586- 4.74% |
$61.3K - $69.2K
|
11.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-604- 0.53% |
$63.2K - $71.3K
|
113K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-606- 12.44% |
$63.4K - $71.5K
|
4.27K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-612- 0.48% |
$64K - $72.2K
|
126K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-626- 0.36% |
$65.5K - $73.9K
|
173K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-636- 0.71% |
$66.5K - $75.1K
|
89.4K
$9.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-675- 18.8% |
$70.6K - $79.7K
|
2.92K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-686- 15.86% |
$71.7K - $81K
|
3.64K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-692- 0.9% |
$72.4K - $81.7K
|
75.8K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-701- 53.15% |
$73.3K - $82.8K
|
618
$68.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-706- 1.4% |
$73.8K - $83.3K
|
49.7K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-718- 2.55% |
$75.1K - $84.8K
|
27.5K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-723- 8.09% |
$75.6K - $85.4K
|
8.21K
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-752- 14.5% |
$78.7K - $88.8K
|
4.44K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-756- 3.19% |
$79.1K - $89.2K
|
23K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-776- 8.56% |
$81.2K - $91.6K
|
8.29K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-780- 1.46% |
$81.6K - $92.1K
|
52.8K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-789- 6.14% |
$82.5K - $93.1K
|
12.1K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-872- 21.98% |
$91.2K - $103K
|
3.1K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-873- 11.71% |
$91.3K - $103K
|
6.58K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-903- 1.12% |
$94.4K - $107K
|
79.7K
$8.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-921- 14.6% |
$96.3K - $109K
|
5.39K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-928- 1.73% |
$97.1K - $110K
|
52.8K
$5.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-943- 0.45% |
$98.6K - $111K
|
207K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-957- 6.64% |
$100K - $113K
|
13.5K
$1.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-985- 24.94% |
$103K - $116K
|
2.96K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-986- 0.76% |
$103K - $116K
|
129K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-992- 1.21% |
$104K - $117K
|
81K
$8.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-993- 3.12% |
$104K - $117K
|
30.9K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.01K- 0.51% |
$106K - $119K
|
196K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.04K- 11.19% |
$108K - $122K
|
8.22K
$908K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 2.5% |
$116K - $131K
|
43.3K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 17.02% |
$118K - $133K
|
5.5K
$608K
|