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 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.78K- 2.59% |
$186K - $210K
|
67.2K
$7.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 69.57% |
$187K - $211K
|
782
$86.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 11.42% |
$187K - $211K
|
13.9K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.8K- 2.44% |
$188K - $212K
|
71.9K
$7.95M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 10.48% |
$218K - $246K
|
17.8K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.09K- 23.87% |
$219K - $247K
|
6.66K
$737K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.16K- 4.27% |
$226K - $255K
|
48.4K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.22K- 7.38% |
$232K - $262K
|
27.8K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.32K- 31.55% |
$243K - $274K
|
5.04K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 36.22% |
$250K - $282K
|
4.2K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.58K- 47.02% |
$270K - $305K
|
2.91K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 3.09% |
$336K - $379K
|
100K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.31K- 5.47% |
$347K - $391K
|
57.3K
$6.34M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.44K- 3.91% |
$360K - $406K
|
84.6K
$9.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.49K- 4.87% |
$365K - $412K
|
68.2K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.74K- 4.02% |
$391K - $441K
|
89.1K
$9.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.17K- 1.33% |
$436K - $493K
|
310K
$34.3M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.29K- 91.14% |
$553K - $624K
|
514
$56.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.32K- 18.77% |
$556K - $628K
|
23K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.63K- 2.85% |
$589K - $664K
|
192K
$21.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.32K- 14.08% |
$661K - $746K
|
38.5K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.2K- 8.69% |
$858K - $968K
|
86.2K
$9.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 15.34% |
$1.48M - $1.67M
|
78K
$8.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23.5K- 11.26% |
$2.46M - $2.78M
|
185K
$20.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.6K- 82.71% |
$2.68M - $3.02M
|
5.35K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-42.8K- 95.56% |
$4.47M - $5.05M
|
1.99K
$220K
|