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 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-35- 16.67% |
$3.66K - $4.13K
|
175
$19.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-35- 0.46% |
$3.66K - $4.13K
|
7.57K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$3.66K - $4.13K
|
13.7K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-35- 0.23% |
$3.66K - $4.13K
|
15.4K
$1.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-45- 3.4% |
$4.71K - $5.31K
|
1.28K
$141K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-46- 2.28% |
$4.81K - $5.43K
|
1.97K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 1.55% |
$4.92K - $5.55K
|
2.98K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-48- 0.27% |
$5.02K - $5.67K
|
17.8K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 16.78% |
$5.02K - $5.67K
|
238
$26.3K
|
|
|
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
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-63- 0.92% |
$6.59K - $7.44K
|
6.78K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 0.54% |
$7.32K - $8.26K
|
12.9K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-71- 0.68% |
$7.43K - $8.38K
|
10.3K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-72- 1.97% |
$7.53K - $8.5K
|
3.59K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 1.0% |
$7.84K - $8.85K
|
7.44K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-79- 1.52% |
$8.26K - $9.33K
|
5.13K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-79- 1.74% |
$8.26K - $9.33K
|
4.46K
$493K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-86- 1.71% |
$8.99K - $10.2K
|
4.93K
$545K
|
|
|
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
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-89- 10.48% |
$9.31K - $10.5K
|
760
$84K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-89- 0.93% |
$9.31K - $10.5K
|
9.5K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-90- 1.78% |
$9.41K - $10.6K
|
4.96K
$548K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-91- 2.94% |
$9.52K - $10.7K
|
3.01K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-93- 0.84% |
$9.73K - $11K
|
11K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-93- 1.15% |
$9.73K - $11K
|
8K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-95- 51.91% |
$9.94K - $11.2K
|
88
$9.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-95- 2.49% |
$9.94K - $11.2K
|
3.72K
$411K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-97- 5.35% |
$10.1K - $11.5K
|
1.72K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-97- 0.2% |
$10.1K - $11.5K
|
48.3K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-98- 0.96% |
$10.2K - $11.6K
|
10.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 9.6% |
$10.4K - $11.7K
|
932
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-99- 2.59% |
$10.4K - $11.7K
|
3.72K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 3.57% |
$10.5K - $11.8K
|
2.7K
$299K
|
|
|
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 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-112- 4.78% |
$11.7K - $13.2K
|
2.23K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-125- 0.7% |
$13.1K - $14.8K
|
17.6K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-127- 59.62% |
$13.3K - $15K
|
86
$9.5K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-127- 0.46% |
$13.3K - $15K
|
27.6K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-127- 0.46% |
$13.3K - $15K
|
27.6K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-132- 1.63% |
$13.8K - $15.6K
|
7.96K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-132- 0.5% |
$13.8K - $15.6K
|
26.1K
$2.88M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-133- 0.2% |
$13.9K - $15.7K
|
65.4K
$7.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-133- 1.18% |
$13.9K - $15.7K
|
11.1K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-138- 4.82% |
$14.4K - $16.3K
|
2.72K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-138- 51.88% |
$14.4K - $16.3K
|
128
$14.1K
|