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 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-10- 0.41% |
$1.05K - $1.18K
|
2.43K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 0.42% |
$1.05K - $1.18K
|
2.38K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12- 3.58% |
$1.26K - $1.42K
|
323
$35.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-14- 0.15% |
$1.46K - $1.65K
|
9.58K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-15- 0.36% |
$1.57K - $1.77K
|
4.11K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-21- 0.29% |
$2.2K - $2.48K
|
7.32K
$809K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21- 1.19% |
$2.2K - $2.48K
|
1.74K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-25- 0.77% |
$2.61K - $2.95K
|
3.24K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-28- 0.94% |
$2.93K - $3.31K
|
2.95K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$3.66K - $4.13K
|
13.7K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-46- 2.28% |
$4.81K - $5.43K
|
1.97K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-48- 0.27% |
$5.02K - $5.67K
|
17.8K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-50- 1.02% |
$5.23K - $5.9K
|
4.84K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 1.61% |
$6.28K - $7.08K
|
3.67K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-63- 0.92% |
$6.59K - $7.44K
|
6.78K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 1.0% |
$7.84K - $8.85K
|
7.44K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-79- 1.74% |
$8.26K - $9.33K
|
4.46K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-79- 1.52% |
$8.26K - $9.33K
|
5.13K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-84- 0.58% |
$8.79K - $9.92K
|
14.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-85- 1.82% |
$8.89K - $10K
|
4.59K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 81.13% |
$8.99K - $10.2K
|
20
$2.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-87- 0.41% |
$9.1K - $10.3K
|
21.3K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-90- 1.78% |
$9.41K - $10.6K
|
4.96K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-93- 0.84% |
$9.73K - $11K
|
11K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-95- 51.91% |
$9.94K - $11.2K
|
88
$9.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-95- 2.49% |
$9.94K - $11.2K
|
3.72K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-97- 0.2% |
$10.1K - $11.5K
|
48.3K
$5.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-101- 0.33% |
$10.6K - $11.9K
|
30.4K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-106- 0.24% |
$11.1K - $12.5K
|
44K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-127- 59.62% |
$13.3K - $15K
|
86
$9.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-132- 1.63% |
$13.8K - $15.6K
|
7.96K
$880K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-133- 1.18% |
$13.9K - $15.7K
|
11.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-138- 51.88% |
$14.4K - $16.3K
|
128
$14.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-138- 4.82% |
$14.4K - $16.3K
|
2.72K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-139- 1.58% |
$14.5K - $16.4K
|
8.67K
$959K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-146- 0.85% |
$15.3K - $17.2K
|
17K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 0.71% |
$15.3K - $17.2K
|
20.4K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-149- 4.95% |
$15.6K - $17.6K
|
2.86K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-165- 4.1% |
$17.3K - $19.5K
|
3.86K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-169- 1.2% |
$17.7K - $20K
|
13.9K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-189- 0.62% |
$19.8K - $22.3K
|
30.4K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-191- 83.41% |
$20K - $22.5K
|
38
$4.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-198- 7.45% |
$20.7K - $23.4K
|
2.46K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-200- 8.81% |
$20.9K - $23.6K
|
2.07K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-200- 2.0% |
$20.9K - $23.6K
|
9.8K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-206- 7.64% |
$21.5K - $24.3K
|
2.49K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-206- 2.05% |
$21.5K - $24.3K
|
9.85K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-212- 1.58% |
$22.2K - $25K
|
13.2K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-217- 0.81% |
$22.7K - $25.6K
|
26.7K
$2.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-223- 14.16% |
$23.3K - $26.3K
|
1.35K
$150K
|