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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
225+ 4.82% |
$23.5K - $26.6K
|
4.89K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
220+ 15.65% |
$23K - $26K
|
1.63K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216+ 100.47% |
$22.6K - $25.5K
|
431
$47.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
210+ 7.19% |
$22K - $24.8K
|
3.13K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
202New |
$21.1K - $23.8K
|
202
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
199+ 6.11% |
$20.8K - $23.5K
|
3.46K
$382K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
197+ 2.09% |
$20.6K - $23.3K
|
9.61K
$1.06M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
193New |
$20.2K - $22.8K
|
193
$21.3K
|
|
|
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
|
- |
180New |
$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
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
179+ 3.1% |
$18.7K - $21.1K
|
5.95K
$657K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
172+ 2.94% |
$18K - $20.3K
|
6.02K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
169+ 6.7% |
$17.7K - $20K
|
2.69K
$298K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
168New |
$17.6K - $19.8K
|
168
$18.6K
|
|
|
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
$5.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
143+ 4.28% |
$15K - $16.9K
|
3.48K
$385K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132+ 1015.38% |
$13.8K - $15.6K
|
145
$16K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
132+ 5.04% |
$13.8K - $15.6K
|
2.75K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
130+ 4.22% |
$13.6K - $15.3K
|
3.21K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
119New |
$12.4K - $14K
|
119
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
118+ 1.1% |
$12.3K - $13.9K
|
10.8K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115New |
$12K - $13.6K
|
115
$12.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
115+ 2.65% |
$12K - $13.6K
|
4.46K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
111New |
$11.6K - $13.1K
|
111
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$11.5K - $13K
|
110
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109+ 1.86% |
$11.4K - $12.9K
|
5.97K
$659K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
108+ 0.89% |
$11.3K - $12.7K
|
12.3K
$1.36M
|
|
|
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
$864K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$10.5K - $11.8K
|
100
$11K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
95+ 4.66% |
$9.94K - $11.2K
|
2.14K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
93+ 2.78% |
$9.73K - $11K
|
3.44K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91New |
$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 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
|
- |
78New |
$8.16K - $9.21K
|
78
$8.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
78New |
$8.16K - $9.21K
|
78
$8.62K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.1% |
$7.74K - $8.74K
|
77.9K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
68+ 0.63% |
$7.11K - $8.03K
|
10.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 8.56% |
$7.11K - $8.03K
|
862
$95.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
67+ 0.13% |
$7.01K - $7.91K
|
52.5K
$5.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
65+ 2.36% |
$6.8K - $7.67K
|
2.82K
$312K
|