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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.39% |
$671 - $719
|
1.83K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.36% |
$671 - $719
|
1.97K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7+ 0.35% |
$671 - $719
|
1.98K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.12% |
$575 - $617
|
5.08K
$567K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.15% |
$384 - $411
|
2.63K
$293K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.06% |
$288 - $308
|
4.86K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$288 - $308
|
9.39K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$288 - $308
|
8.31K
$927K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.69% |
$192 - $206
|
293
$32.7K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.03% |
$192 - $206
|
6.76K
$754K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.02% |
$192 - $206
|
11.3K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.48% |
$192 - $206
|
423
$47.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$95.9 - $103
|
9.36K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$95.9 - $103
|
5.98K
$668K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.04% |
$95.9 - $103
|
2.81K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$95.9 - $103
|
3.57K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$95.9 - $103
|
3.29K
$367K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$95.9 - $103
|
2.96K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.78% |
$95.9 - $103
|
129
$14.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.18% |
$95.9 - $103
|
553
$61.7K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$95.9 - $103
|
2.43K
$271K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$95.9 - $103
|
350
$39.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$95.9 - $103
|
1.33K
$148K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$288 - $308
|
1.56K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.24% |
$479 - $514
|
2.1K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 10.34% |
$575 - $617
|
52
$5.8K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.32% |
$863 - $925
|
2.84K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.06% |
$1.05K - $1.13K
|
20K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-12- 0.22% |
$1.15K - $1.23K
|
5.35K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14- 0.27% |
$1.34K - $1.44K
|
5.14K
$574K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14- 0.35% |
$1.34K - $1.44K
|
3.99K
$445K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 0.16% |
$1.34K - $1.44K
|
8.92K
$996K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-16- 15.69% |
$1.53K - $1.64K
|
86
$9.6K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-18- 18.75% |
$1.73K - $1.85K
|
78
$8.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-19- 0.23% |
$1.82K - $1.95K
|
8.32K
$929K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19- 0.54% |
$1.82K - $1.95K
|
3.5K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-20- 6.37% |
$1.92K - $2.06K
|
294
$32.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.03% |
$2.01K - $2.16K
|
2.02K
$225K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-25- 0.69% |
$2.4K - $2.57K
|
3.58K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-26- 12.04% |
$2.49K - $2.67K
|
190
$21.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 66.67% |
$2.49K - $2.67K
|
13
$1.45K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-27- 0.67% |
$2.59K - $2.78K
|
4K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-33- 0.47% |
$3.16K - $3.39K
|
7.06K
$788K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 86.84% |
$3.16K - $3.39K
|
5
$558
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-33- 0.3% |
$3.16K - $3.39K
|
10.9K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-35- 1.54% |
$3.36K - $3.6K
|
2.24K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.97% |
$3.84K - $4.11K
|
4.08K
$455K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-40- 1.32% |
$3.84K - $4.11K
|
2.99K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-42- 1.37% |
$4.03K - $4.32K
|
3.02K
$337K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-42- 4.51% |
$4.03K - $4.32K
|
889
$99.2K
|