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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
633+ 1.25% |
$66.2K - $74.7K
|
51.3K
$5.66M
|
|
|
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
$557K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
615New |
$64.3K - $72.6K
|
615
$67.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
604New |
$63.2K - $71.3K
|
604
$66.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$62.8K - $70.8K
|
600
$66.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
563+ 18.96% |
$58.9K - $66.5K
|
3.53K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
533+ 6.92% |
$55.7K - $62.9K
|
8.24K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
532New |
$55.6K - $62.8K
|
532
$58.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
526+ 0.6% |
$55K - $62.1K
|
88K
$9.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
525+ 0.77% |
$54.9K - $62K
|
68.6K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
500+ 10.04% |
$52.3K - $59K
|
5.48K
$605K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
496+ 8.03% |
$51.9K - $58.6K
|
6.67K
$737K
|
|
|
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
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
460New |
$48.1K - $54.3K
|
460
$50.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
454+ 7.99% |
$47.5K - $53.6K
|
6.14K
$678K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
436+ 6.01% |
$45.6K - $51.5K
|
7.69K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
436+ 6.01% |
$45.6K - $51.5K
|
7.69K
$849K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
434+ 3.08% |
$45.4K - $51.2K
|
14.5K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
420+ 1.68% |
$43.9K - $49.6K
|
25.5K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
419+ 21.11% |
$43.8K - $49.5K
|
2.4K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
413+ 2.09% |
$43.2K - $48.8K
|
20.2K
$2.23M
|
|
|
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
|
- |
402New |
$42K - $47.5K
|
402
$44.4K
|
|
|
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
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
340+ 6.39% |
$35.6K - $40.1K
|
5.66K
$626K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
334+ 6.05% |
$34.9K - $39.4K
|
5.86K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
330+ 6.29% |
$34.5K - $39K
|
5.57K
$616K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
319+ 20.75% |
$33.4K - $37.7K
|
1.86K
$205K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
308+ 10.53% |
$32.2K - $36.4K
|
3.23K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
304+ 7.64% |
$31.8K - $35.9K
|
4.28K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
302New |
$31.6K - $35.7K
|
302
$33.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
293+ 1.16% |
$30.6K - $34.6K
|
25.5K
$2.82M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
291+ 2.74% |
$30.4K - $34.4K
|
10.9K
$1.21M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
273+ 0.6% |
$28.6K - $32.2K
|
45.4K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
265New |
$27.7K - $31.3K
|
265
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
257+ 5.5% |
$26.9K - $30.3K
|
4.93K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
244+ 4.5% |
$25.5K - $28.8K
|
5.67K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$25.5K - $28.8K
|
244
$27K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
240+ 3.25% |
$25.1K - $28.3K
|
7.62K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
235+ 0.45% |
$24.6K - $27.7K
|
52.1K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
230+ 0.67% |
$24.1K - $27.2K
|
34.7K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
229New |
$24K - $27K
|
229
$25.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
226+ 3.69% |
$23.6K - $26.7K
|
6.35K
$702K
|