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 13, 2025 Q4 2024
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
289
+ 5.67%
$30.2K - $34.1K
5.38K $595K
Jan 29, 2025 Q4 2024
Sonata Capital Group Inc

BUY
 -
288
+ 0.66%
$30.1K - $34K
44K $4.86M
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
265
New
$27.7K - $31.3K
265 $29.3K
Jan 30, 2025 Q4 2024
Palouse Capital Management, Inc.

BUY
 -
244
New
$25.5K - $28.8K
244 $27K
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
244
+ 4.5%
$25.5K - $28.8K
5.67K $627K
Jan 24, 2025 Q4 2024
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
240
+ 3.25%
$25.1K - $28.3K
7.62K $843K
Feb 04, 2025 Q4 2024
Access Investment Management LLC

Atlanta, GA
BUY
 -
230
+ 0.67%
$24.1K - $27.2K
34.7K $3.83M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
226
+ 3.69%
$23.6K - $26.7K
6.35K $702K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
225
+ 4.82%
$23.5K - $26.6K
4.89K $541K
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
216
+ 100.47%
$22.6K - $25.5K
431 $47.7K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
186
+ 1.48%
$19.5K - $22K
12.8K $1.41M
Jan 27, 2025 Q4 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
185
+ 48.3%
$19.3K - $21.8K
568 $62.8K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
180
New
$18.8K - $21.2K
180 $19.9K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
179
+ 3.67%
$18.7K - $21.1K
5.06K $559K
Jan 15, 2025 Q4 2024
Hubbell Strickland Wealth Management, LLC

BUY
 -
172
+ 2.94%
$18K - $20.3K
6.02K $666K
Jan 22, 2025 Q4 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
169
+ 6.7%
$17.7K - $20K
2.69K $298K
Jan 23, 2025 Q4 2024
Intergy Private Wealth, LLC

BUY
 -
166
+ 1.91%
$17.4K - $19.6K
8.88K $981K
Jan 14, 2025 Q4 2024
Ullmann Wealth Partners Group, LLC

BUY
 -
148
+ 0.9%
$15.5K - $17.5K
16.6K $1.84M
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
147
+ 0.32%
$15.4K - $17.4K
45.9K $5.08M
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
143
+ 893.75%
$15K - $16.9K
159 $17.6K
Jan 16, 2025 Q4 2024
Willner & Heller, LLC

BUY
 -
135
+ 4.21%
$14.1K - $15.9K
3.34K $369K
Jan 14, 2025 Q4 2024
Richard P Slaughter Associates Inc

BUY
 -
132
+ 5.04%
$13.8K - $15.6K
2.75K $304K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
119
New
$12.4K - $14K
119 $13.2K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
115
New
$12K - $13.6K
115 $12.7K
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
115
+ 2.65%
$12K - $13.6K
4.46K $493K
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
108
+ 0.77%
$11.3K - $12.7K
14.1K $1.56M
Jan 28, 2025 Q4 2024
Thompson Investment Management, Inc.

BUY
 -
106
+ 1.37%
$11.1K - $12.5K
7.82K $865K
Jan 17, 2025 Q4 2024
Westside Investment Management, Inc.

BUY
 -
103
+ 5.65%
$10.8K - $12.2K
1.93K $213K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
100
+ 9.29%
$10.5K - $11.8K
1.18K $130K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
95
+ 4.66%
$9.94K - $11.2K
2.14K $236K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
91
New
$9.52K - $10.7K
91 $10.1K
Jan 30, 2025 Q4 2024
Ltg Capital LLC

BUY
 -
88
+ 0.21%
$9.2K - $10.4K
41.2K $4.55M
Jan 21, 2025 Q4 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
78
New
$8.16K - $9.21K
78 $8.63K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
78
+ 2.9%
$8.16K - $9.21K
2.77K $306K
Jan 15, 2025 Q4 2024
Perkins Coie Trust CO

BUY
 -
78
New
$8.16K - $9.21K
78 $8.63K
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
74
+ 0.1%
$7.74K - $8.74K
77.9K $8.61M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
68
+ 0.63%
$7.11K - $8.03K
10.8K $1.2M
Jan 21, 2025 Q4 2024
Rodgers & Associates, LTD

BUY
 -
67
+ 0.13%
$7.01K - $7.91K
52.5K $5.8M
Jan 27, 2025 Q4 2024
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
65
+ 1.13%
$6.8K - $7.67K
5.81K $643K
Jan 31, 2025 Q4 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
65
+ 2.36%
$6.8K - $7.67K
2.82K $312K
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
57
+ 2.77%
$5.96K - $6.73K
2.11K $234K
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
53
+ 0.48%
$5.54K - $6.26K
11.1K $1.23M
Jan 15, 2025 Q4 2024
Triangle Securities Wealth Management

BUY
 -
53
+ 0.25%
$5.54K - $6.26K
21.6K $2.39M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
43
+ 0.16%
$4.5K - $5.08K
26.8K $2.96M
Feb 05, 2025 Q4 2024
Ifg Advisors, LLC

BUY
 -
38
+ 0.83%
$3.97K - $4.49K
4.64K $513K
Jan 15, 2025 Q4 2024
Integrated Investment Consultants, LLC

BUY
 -
37
+ 1.85%
$3.87K - $4.37K
2.04K $225K
Jan 30, 2025 Q4 2024
Pure Portfolios Holdings LLC

Lake Oswego, OR
BUY
 -
35
+ 0.8%
$3.66K - $4.13K
4.43K $490K
Jan 24, 2025 Q4 2024
Financial Strategies Group, Inc.

BUY
 -
33
+ 0.66%
$3.45K - $3.9K
5.04K $557K
Jan 24, 2025 Q4 2024
Newton One Investments LLC

BUY
 -
29
+ 0.48%
$3.03K - $3.42K
6.04K $668K

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