Purchases and Sales Made in Q4 2023 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 2023. 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 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
330+ 7.46% |
$27.1K - $34.5K
|
4.75K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
321+ 433.78% |
$26.4K - $33.6K
|
395
$42.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
318+ 11.1% |
$26.1K - $33.2K
|
3.18K
$346K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
317+ 100.0% |
$26K - $33.1K
|
634
$68.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
300+ 5.36% |
$24.6K - $31.4K
|
5.89K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
300New |
$24.6K - $31.4K
|
300
$32.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
300+ 50.0% |
$24.6K - $31.4K
|
900
$97.7K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
298+ 5.03% |
$24.5K - $31.1K
|
6.22K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
281+ 6.27% |
$23.1K - $29.4K
|
4.77K
$517K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
280+ 2.71% |
$23K - $29.3K
|
10.6K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
271+ 0.78% |
$22.2K - $28.3K
|
34.9K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
267+ 40.21% |
$21.9K - $27.9K
|
931
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
264+ 7.99% |
$21.7K - $27.6K
|
3.57K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
250+ 6.09% |
$20.5K - $26.1K
|
4.35K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
243+ 1.06% |
$20K - $25.4K
|
23.2K
$2.52M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
237New |
$19.5K - $24.8K
|
237
$25.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
237New |
$19.5K - $24.8K
|
237
$25.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
236New |
$19.4K - $24.7K
|
236
$25.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
234+ 2.48% |
$19.2K - $24.5K
|
9.67K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
229New |
$18.8K - $23.9K
|
229
$24.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
217+ 12.2% |
$17.8K - $22.7K
|
2K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
210+ 16.03% |
$17.2K - $22K
|
1.52K
$165K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
206+ 1.76% |
$16.9K - $21.5K
|
11.9K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
206+ 0.9% |
$16.9K - $21.5K
|
23.1K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
200New |
$16.4K - $20.9K
|
200
$21.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
195+ 5.35% |
$16K - $20.4K
|
3.84K
$417K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
193+ 159.5% |
$15.8K - $20.2K
|
314
$34.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
182+ 1.01% |
$14.9K - $19K
|
18.1K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
181New |
$14.9K - $18.9K
|
181
$19.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
178+ 6.51% |
$14.6K - $18.6K
|
2.91K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
177+ 1.59% |
$14.5K - $18.5K
|
11.3K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
172+ 2.57% |
$14.1K - $18K
|
6.85K
$744K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
167+ 151.82% |
$13.7K - $17.5K
|
277
$30.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
164New |
$13.5K - $17.1K
|
164
$17.8K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
160+ 0.81% |
$13.1K - $16.7K
|
19.8K
$2.15M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
160+ 4.75% |
$13.1K - $16.7K
|
3.53K
$383K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
157New |
$12.9K - $16.4K
|
157
$17K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 76.92% |
$12.3K - $15.7K
|
345
$37.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
147New |
$12.1K - $15.4K
|
147
$16K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
145New |
$11.9K - $15.2K
|
145
$15.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
133+ 1.54% |
$10.9K - $13.9K
|
8.77K
$952K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
132+ 2.41% |
$10.8K - $13.8K
|
5.62K
$610K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
131+ 0.15% |
$10.8K - $13.7K
|
86.5K
$9.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
130+ 0.53% |
$10.7K - $13.6K
|
24.7K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
128New |
$10.5K - $13.4K
|
128
$13.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
125+ 2.02% |
$10.3K - $13.1K
|
6.33K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
121+ 3.04% |
$9.93K - $12.6K
|
4.1K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
116+ 2.85% |
$9.52K - $12.1K
|
4.19K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
109+ 3.98% |
$8.95K - $11.4K
|
2.85K
$309K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
107+ 27.94% |
$8.78K - $11.2K
|
490
$53.2K
|