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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-584- 13.7% |
$56K - $63.7K
|
3.68K
$403K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-630- 21.28% |
$60.4K - $68.7K
|
2.33K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-635- 19.52% |
$60.8K - $69.2K
|
2.62K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-640- 2.63% |
$61.3K - $69.8K
|
23.7K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-644- 16.15% |
$61.7K - $70.2K
|
3.34K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-645- 10.68% |
$61.8K - $70.3K
|
5.4K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-667- 1.84% |
$63.9K - $72.7K
|
35.7K
$3.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-737- 5.71% |
$70.6K - $80.4K
|
12.2K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-738- 48.17% |
$70.7K - $80.5K
|
794
$86.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-774- 10.03% |
$74.2K - $84.4K
|
6.94K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-784- 16.93% |
$75.1K - $85.5K
|
3.85K
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-785- 8.83% |
$75.2K - $85.6K
|
8.1K
$886K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-826- 6.94% |
$79.1K - $90.1K
|
11.1K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-830- 11.22% |
$79.5K - $90.5K
|
6.57K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-860- 30.23% |
$82.4K - $93.8K
|
1.99K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-886- 3.72% |
$84.9K - $96.6K
|
22.9K
$2.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-909- 1.11% |
$87.1K - $99.1K
|
80.6K
$8.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-935- 14.7% |
$89.6K - $102K
|
5.43K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-935- 0.89% |
$89.6K - $102K
|
104K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-942- 4.67% |
$90.3K - $103K
|
19.2K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-955- 3.88% |
$91.5K - $104K
|
23.7K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-966- 1.95% |
$92.6K - $105K
|
48.6K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.06K- 8.88% |
$102K - $116K
|
10.9K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.08K- 7.82% |
$104K - $118K
|
12.7K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.09K- 3.49% |
$104K - $118K
|
30.1K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.11K- 1.16% |
$106K - $121K
|
94.4K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 18.98% |
$107K - $121K
|
4.75K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.11K- 8.27% |
$107K - $121K
|
12.4K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 14.12% |
$108K - $123K
|
6.84K
$748K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.15K- 1.96% |
$110K - $125K
|
57.3K
$6.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.16K- 6.32% |
$111K - $126K
|
17.1K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.19K- 10.41% |
$114K - $129K
|
10.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.22K- 32.88% |
$117K - $133K
|
2.5K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.24K- 2.68% |
$119K - $136K
|
45.1K
$4.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.25K- 1.5% |
$120K - $136K
|
82K
$8.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.28K- 3.63% |
$122K - $139K
|
33.9K
$3.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.28K- 20.3% |
$122K - $139K
|
5.02K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 4.75% |
$125K - $142K
|
26.1K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.4K- 21.21% |
$134K - $152K
|
5.19K
$567K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.4K- 8.85% |
$134K - $153K
|
14.4K
$1.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.42K- 99.93% |
$136K - $155K
|
1
$109
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 3.91% |
$146K - $166K
|
37.3K
$4.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 2.95% |
$147K - $167K
|
50.4K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.56K- 0.49% |
$149K - $170K
|
319K
$34.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.56K- 3.44% |
$149K - $170K
|
43.7K
$4.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 6.52% |
$150K - $171K
|
22.4K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.58K- 5.76% |
$152K - $172K
|
25.9K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.6K- 1.55% |
$154K - $175K
|
102K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.92% |
$155K - $176K
|
53.7K
$5.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.74K- 37.84% |
$167K - $190K
|
2.86K
$313K
|