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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 1.5% |
$118K - $134K
|
74.4K
$8.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.13K- 4.38% |
$119K - $134K
|
24.8K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.13K- 1.11% |
$119K - $134K
|
101K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.14K- 27.23% |
$120K - $135K
|
3.06K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.14K- 16.64% |
$120K - $135K
|
5.72K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.22K- 8.72% |
$128K - $144K
|
12.8K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.26K- 25.54% |
$132K - $149K
|
3.68K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.31K- 0.45% |
$137K - $154K
|
291K
$32.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.31K- 76.21% |
$137K - $155K
|
409
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.32K- 2.92% |
$138K - $155K
|
43.8K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.32K- 0.16% |
$138K - $156K
|
801K
$88.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.32K- 4.47% |
$138K - $156K
|
28.2K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 3.24% |
$140K - $158K
|
40K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.42K- 3.45% |
$149K - $168K
|
39.8K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.56K- 54.78% |
$163K - $184K
|
1.29K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.57K- 1.92% |
$164K - $185K
|
80.3K
$8.88M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.57K- 4.21% |
$164K - $186K
|
35.7K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.59K- 11.87% |
$166K - $187K
|
11.8K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.59K- 4.72% |
$167K - $188K
|
32.2K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.63K- 8.07% |
$171K - $193K
|
18.6K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.7K- 4.59% |
$178K - $201K
|
35.3K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.78K- 2.59% |
$186K - $210K
|
67.2K
$7.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 69.57% |
$187K - $211K
|
782
$86.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 11.42% |
$187K - $211K
|
13.9K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.8K- 2.44% |
$188K - $212K
|
71.9K
$7.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 44.03% |
$192K - $216K
|
2.33K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2K- 4.12% |
$209K - $236K
|
46.6K
$5.15M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 10.48% |
$218K - $246K
|
17.8K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.09K- 23.87% |
$219K - $247K
|
6.66K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.16K- 4.27% |
$226K - $255K
|
48.4K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.22K- 7.38% |
$232K - $262K
|
27.8K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.31K- 2.71% |
$242K - $273K
|
82.9K
$9.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.32K- 31.55% |
$243K - $274K
|
5.04K
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.36K- 0.73% |
$247K - $279K
|
320K
$35.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 36.22% |
$250K - $282K
|
4.2K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.58K- 47.02% |
$270K - $305K
|
2.91K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 3.09% |
$336K - $379K
|
100K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.31K- 5.47% |
$347K - $391K
|
57.3K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.36K- 2.31% |
$351K - $396K
|
142K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.44K- 3.91% |
$360K - $406K
|
84.6K
$9.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.49K- 4.87% |
$365K - $412K
|
68.2K
$7.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.74K- 4.02% |
$391K - $441K
|
89.1K
$9.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.89K- 9.55% |
$406K - $459K
|
36.8K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 6.94% |
$412K - $465K
|
52.8K
$5.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.17K- 1.33% |
$436K - $493K
|
310K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.25K- 2.58% |
$444K - $501K
|
160K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.31K- 2.06% |
$451K - $509K
|
205K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.49K- 16.73% |
$470K - $531K
|
22.4K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.25K- 5.04% |
$549K - $620K
|
98.8K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.29K- 91.14% |
$553K - $624K
|
514
$56.8K
|