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 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.04% |
$192 - $218
|
5.65K
$599K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$192 - $218
|
2.12K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.08% |
$192 - $218
|
2.56K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.15% |
$95.8 - $109
|
667
$70.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$95.8 - $109
|
353
$37.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$95.8 - $109
|
3.57K
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$95.8 - $109
|
6.15K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.78% |
$95.8 - $109
|
130
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$95.8 - $109
|
16
$1.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.34% |
$95.8 - $109
|
293
$31K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2- 0.04% |
$192 - $218
|
4.54K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$192 - $218
|
5.01K
$530K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.04% |
$192 - $218
|
5.24K
$556K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 1.08% |
$192 - $218
|
183
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4- 0.09% |
$383 - $436
|
4.39K
$465K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.05% |
$479 - $545
|
9.85K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.05% |
$479 - $545
|
9.6K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.05% |
$479 - $545
|
9.42K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-6- 0.07% |
$575 - $654
|
8.3K
$880K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-6- 0.05% |
$575 - $654
|
11.1K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-7- 0.13% |
$671 - $763
|
5.32K
$564K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7- 0.01% |
$671 - $763
|
65.8K
$6.97M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 18.92% |
$671 - $763
|
30
$3.18K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-9- 0.08% |
$862 - $981
|
11K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.39% |
$958 - $1.09K
|
2.57K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-11- 0.14% |
$1.05K - $1.2K
|
7.6K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.79% |
$1.05K - $1.2K
|
1.38K
$146K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 3.8% |
$1.15K - $1.31K
|
304
$32.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 1.71% |
$1.15K - $1.31K
|
691
$73.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-12- 0.15% |
$1.15K - $1.31K
|
7.99K
$847K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15- 0.55% |
$1.44K - $1.64K
|
2.7K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15- 0.85% |
$1.44K - $1.64K
|
1.76K
$186K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15- 0.46% |
$1.44K - $1.64K
|
3.26K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-16- 3.74% |
$1.53K - $1.74K
|
412
$43.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-16- 0.6% |
$1.53K - $1.74K
|
2.66K
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 6.25% |
$1.82K - $2.07K
|
285
$30.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-20- 0.14% |
$1.92K - $2.18K
|
14K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-22- 16.79% |
$2.11K - $2.4K
|
109
$11.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-27- 0.76% |
$2.59K - $2.94K
|
3.54K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-28- 0.07% |
$2.68K - $3.05K
|
39.8K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-30- 0.15% |
$2.87K - $3.27K
|
19.7K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-35- 6.16% |
$3.35K - $3.82K
|
533
$56.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-36- 0.61% |
$3.45K - $3.93K
|
5.85K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-37- 0.04% |
$3.54K - $4.03K
|
90K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-38- 0.93% |
$3.64K - $4.14K
|
4.07K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.39% |
$3.83K - $4.36K
|
10.3K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 2.06% |
$4.12K - $4.69K
|
2.04K
$216K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-44- 0.11% |
$4.22K - $4.8K
|
40K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-44- 27.85% |
$4.22K - $4.8K
|
114
$12.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-45- 1.36% |
$4.31K - $4.91K
|
3.26K
$345K
|