Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
466New |
$44.7K - $47.9K
|
466
$49.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
458+ 11.54% |
$43.9K - $47.1K
|
4.43K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
451+ 4.68% |
$43.2K - $46.4K
|
10.1K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
423+ 3.69% |
$40.6K - $43.5K
|
11.9K
$1.26M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
407New |
$39K - $41.8K
|
407
$43.1K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
403+ 9.51% |
$38.6K - $41.4K
|
4.64K
$492K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
400+ 6.32% |
$38.4K - $41.1K
|
6.73K
$713K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
388+ 16.93% |
$37.2K - $39.9K
|
2.68K
$284K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
383New |
$36.7K - $39.4K
|
383
$40.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
381+ 5.4% |
$36.5K - $39.2K
|
7.44K
$789K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
357+ 13.78% |
$34.2K - $36.7K
|
2.95K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
342+ 9.7% |
$32.8K - $35.2K
|
3.87K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
338+ 6.67% |
$32.4K - $34.7K
|
5.41K
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
334+ 7.03% |
$32K - $34.3K
|
5.09K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
328+ 12.92% |
$31.4K - $33.7K
|
2.87K
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $32.9K
|
320
$33.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
313+ 8.39% |
$30K - $32.2K
|
4.04K
$428K
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
308+ 1.38% |
$29.5K - $31.7K
|
22.6K
$2.39M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
308+ 2.82% |
$29.5K - $31.7K
|
11.2K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
300+ 7.81% |
$28.8K - $30.8K
|
4.14K
$439K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
293+ 1.44% |
$28.1K - $30.1K
|
20.7K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
287+ 11.84% |
$27.5K - $29.5K
|
2.71K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
276+ 2.54% |
$26.5K - $28.4K
|
11.1K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
265+ 1.62% |
$25.4K - $27.2K
|
16.7K
$1.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
247New |
$23.7K - $25.4K
|
247
$26.2K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$23.4K - $25.1K
|
244
$25.9K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
237+ 0.85% |
$22.7K - $24.4K
|
28.2K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
223+ 39.26% |
$21.4K - $22.9K
|
791
$83.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
216+ 54.96% |
$20.7K - $22.2K
|
609
$64.5K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215New |
$20.6K - $22.1K
|
215
$22.8K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
214+ 7.25% |
$20.5K - $22K
|
3.17K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
211+ 0.76% |
$20.2K - $21.7K
|
28K
$2.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
211+ 2.86% |
$20.2K - $21.7K
|
7.6K
$805K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
208New |
$19.9K - $21.4K
|
208
$22K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
202+ 3.14% |
$19.4K - $20.8K
|
6.63K
$703K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
201+ 7.78% |
$19.3K - $20.7K
|
2.78K
$295K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
200+ 4.15% |
$19.2K - $20.6K
|
5.03K
$532K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
197+ 0.39% |
$18.9K - $20.2K
|
51K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 371.43% |
$17.5K - $18.7K
|
231
$24.5K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
170+ 0.34% |
$16.3K - $17.5K
|
49.8K
$5.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
170New |
$16.3K - $17.5K
|
170
$18K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
157+ 7.49% |
$15.1K - $16.1K
|
2.25K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
152+ 5.2% |
$14.6K - $15.6K
|
3.07K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
151+ 0.52% |
$14.5K - $15.5K
|
29.3K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
150+ 2.55% |
$14.4K - $15.4K
|
6.04K
$640K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
137+ 2.63% |
$13.1K - $14.1K
|
5.35K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
132+ 0.25% |
$12.7K - $13.6K
|
53.5K
$5.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
129+ 3.09% |
$12.4K - $13.3K
|
4.3K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
129New |
$12.4K - $13.3K
|
129
$13.7K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111+ 2.33% |
$10.6K - $11.4K
|
4.88K
$517K
|