Purchases and Sales Made in Q4 2024 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 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 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
2.08K
New
$217K - $245K
2.08K $229K
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
2.07K
+ 9.92%
$216K - $244K
22.9K $2.53M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.03K
+ 53.75%
$213K - $240K
5.82K $643K
Jan 21, 2025 Q4 2024
Rtd Financial Advisors, Inc.

BUY
 -
1.99K
+ 2.26%
$208K - $235K
89.9K $9.94M
Feb 03, 2025 Q4 2024
Benningfield Financial Advisors, LLC

San Francisco, CA
BUY
 -
1.97K
New
$206K - $232K
1.97K $217K
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.85K
New
$194K - $219K
1.85K $205K
Jan 22, 2025 Q4 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
1.84K
New
$193K - $218K
1.84K $204K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
1.69K
New
$176K - $199K
1.69K $186K
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.65K
+ 4.28%
$173K - $195K
40.3K $4.46M
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
1.44K
New
$151K - $170K
1.44K $159K
Jan 31, 2025 Q4 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
1.35K
+ 1.91%
$141K - $159K
71.7K $7.93M
Jan 28, 2025 Q4 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.33K
+ 5.07%
$139K - $156K
27.4K $3.04M
Jan 21, 2025 Q4 2024
Curated Wealth Partners LLC

BUY
 -
1.29K
+ 64.39%
$135K - $153K
3.3K $365K
Jan 27, 2025 Q4 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
1.27K
+ 3.11%
$133K - $150K
42.2K $4.67M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.12K
+ 20.04%
$117K - $132K
6.71K $742K
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.07K
+ 30.2%
$112K - $126K
4.61K $510K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
1.05K
New
$109K - $123K
1.05K $116K
Jan 30, 2025 Q4 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.03K
+ 24.58%
$108K - $122K
5.24K $579K
Jan 30, 2025 Q4 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
915
+ 11.76%
$95.7K - $108K
8.69K $961K
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
880
+ 7.88%
$92K - $104K
12K $1.33M
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
838
+ 5.43%
$87.6K - $98.9K
16.3K $1.8M
Feb 03, 2025 Q4 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
813
+ 1.42%
$85K - $96K
58.1K $6.43M
Feb 03, 2025 Q4 2024
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
797
+ 1.12%
$83.4K - $94.1K
71.8K $7.94M
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
791
New
$82.7K - $93.4K
791 $87.5K
Feb 03, 2025 Q4 2024
Life Steps Financial, Inc.

BUY
 -
767
+ 4.1%
$80.2K - $90.5K
19.5K $2.16M
Jan 30, 2025 Q4 2024
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
756
+ 16.58%
$79.1K - $89.2K
5.32K $588K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
689
+ 14.82%
$72.1K - $81.3K
5.34K $590K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
684
+ 1.46%
$71.5K - $80.7K
47.5K $5.25M
Jan 13, 2025 Q4 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
668
+ 1.67%
$69.9K - $78.9K
40.6K $4.49M
Jan 17, 2025 Q4 2024
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
653
+ 3.31%
$68.3K - $77.1K
20.4K $2.26M
Feb 03, 2025 Q4 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
633
+ 1.25%
$66.2K - $74.7K
51.3K $5.67M
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
628
+ 4.39%
$65.7K - $74.1K
14.9K $1.65M
Jan 17, 2025 Q4 2024
Erts Wealth Advisors, LLC

BUY
 -
625
+ 6.32%
$65.4K - $73.8K
10.5K $1.16M
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
623
+ 1.24%
$65.2K - $73.5K
50.7K $5.6M
Jan 23, 2025 Q4 2024
Sage Financial Group Inc

BUY
 -
616
+ 13.91%
$64.4K - $72.7K
5.04K $558K
Jan 23, 2025 Q4 2024
Oxler Private Wealth LLC

New York, NY
BUY
 -
525
+ 0.77%
$54.9K - $62K
68.6K $7.59M
Jan 24, 2025 Q4 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
500
+ 10.04%
$52.3K - $59K
5.48K $606K
Jan 27, 2025 Q4 2024
Oakworth Capital, Inc.

BUY
 -
477
+ 50.48%
$49.9K - $56.3K
1.42K $157K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
461
+ 7.39%
$48.2K - $54.4K
6.7K $741K
Jan 29, 2025 Q4 2024
Kentucky Trust CO

Danville, KY
BUY
 -
460
New
$48.1K - $54.3K
460 $50.9K
Jan 17, 2025 Q4 2024
Brighton Jones LLC

BUY
 -
436
+ 6.01%
$45.6K - $51.5K
7.69K $850K
Jan 21, 2025 Q4 2024
Neumann Capital Management, LLC

BUY
 -
420
+ 1.68%
$43.9K - $49.6K
25.5K $2.82M
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
404
+ 2.02%
$42.3K - $47.7K
20.4K $2.26M
Jan 22, 2025 Q4 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
402
New
$42K - $47.5K
402 $44.5K
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
386
+ 8.53%
$40.4K - $45.6K
4.91K $543K
Jan 14, 2025 Q4 2024
Kmg Fiduciary Partners, LLC

BUY
 -
348
+ 8.76%
$36.4K - $41.1K
4.32K $478K
Feb 05, 2025 Q4 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
334
+ 6.05%
$34.9K - $39.4K
5.86K $647K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
319
+ 20.75%
$33.4K - $37.7K
1.86K $205K
Jan 31, 2025 Q4 2024
Vista Capital Partners, Inc.

BUY
 -
304
+ 7.64%
$31.8K - $35.9K
4.28K $474K

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