Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2KNew |
$192K - $218K
|
2K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2K+ 87.72% |
$192K - $218K
|
4.28K
$454K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.99K+ 47.82% |
$191K - $217K
|
6.16K
$653K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.99K+ 6.98% |
$191K - $217K
|
30.5K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.99KNew |
$191K - $217K
|
1.99K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.99KNew |
$191K - $217K
|
1.99K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 0.96% |
$191K - $217K
|
209K
$22.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.98K+ 80.23% |
$190K - $216K
|
4.45K
$472K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.98KNew |
$190K - $216K
|
1.98K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.98KNew |
$189K - $215K
|
1.98K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.97KNew |
$189K - $215K
|
1.97K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.97K+ 10.62% |
$189K - $215K
|
20.5K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.97KNew |
$188K - $214K
|
1.97K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.96K+ 35.8% |
$188K - $214K
|
7.45K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.96K+ 5.03% |
$188K - $214K
|
41K
$4.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.92K+ 1.41% |
$184K - $209K
|
138K
$14.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$203K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.91KNew |
$183K - $208K
|
1.91K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.89KNew |
$181K - $206K
|
1.89K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.88KNew |
$180K - $205K
|
1.88K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.88K+ 0.91% |
$180K - $205K
|
209K
$22.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.86KNew |
$178K - $203K
|
1.86K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76K+ 13.31% |
$168K - $192K
|
15K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.72K+ 53.34% |
$165K - $187K
|
4.94K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$165K - $187K
|
1.72K
$182K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.63K+ 3.69% |
$156K - $178K
|
45.8K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 22.56% |
$138K - $157K
|
7.82K
$829K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.44K+ 6.08% |
$138K - $157K
|
25.1K
$2.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.41K+ 7.23% |
$135K - $153K
|
20.8K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39K+ 6.86% |
$133K - $151K
|
21.6K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 7.88% |
$129K - $147K
|
18.4K
$1.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.33K+ 1657.5% |
$127K - $145K
|
1.41K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32KNew |
$126K - $144K
|
1.32K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 1.73% |
$123K - $140K
|
75.5K
$8.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.28K+ 0.79% |
$123K - $140K
|
164K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.28K+ 2.97% |
$123K - $140K
|
44.4K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.27K+ 8.36% |
$122K - $139K
|
16.5K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.27K+ 2647.92% |
$122K - $139K
|
1.32K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.27K+ 3.58% |
$122K - $138K
|
36.7K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 0.64% |
$119K - $136K
|
197K
$20.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 2.36% |
$112K - $127K
|
50.6K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.15K+ 164.86% |
$111K - $126K
|
1.85K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.15K+ 10.95% |
$110K - $125K
|
11.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 5.16% |
$110K - $125K
|
23.3K
$2.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.1K+ 26.07% |
$105K - $120K
|
5.32K
$564K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.1K+ 16.42% |
$105K - $120K
|
7.78K
$824K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.08K+ 45.34% |
$103K - $117K
|
3.45K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.06K+ 2.83% |
$102K - $116K
|
38.7K
$4.1M
|