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 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.76K- 2.4% |
$168K - $192K
|
71.4K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 24.84% |
$172K - $196K
|
5.44K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.92K- 39.32% |
$184K - $210K
|
2.97K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.99K- 2.38% |
$191K - $217K
|
81.9K
$8.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.03K- 8.39% |
$194K - $221K
|
22.2K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.09K- 0.99% |
$200K - $228K
|
208K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.11K- 22.07% |
$202K - $230K
|
7.45K
$815K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.19K- 32.64% |
$210K - $239K
|
4.53K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.23K- 6.59% |
$214K - $243K
|
31.6K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.26K- 4.94% |
$216K - $246K
|
43.4K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.26K- 1.75% |
$216K - $246K
|
127K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 56.5% |
$217K - $247K
|
1.75K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.42K- 2.27% |
$231K - $263K
|
104K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.42K- 5.53% |
$232K - $264K
|
41.4K
$4.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.43K- 3.19% |
$233K - $265K
|
73.7K
$8.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.53K- 4.82% |
$243K - $276K
|
50.1K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.58K- 3.93% |
$247K - $281K
|
63K
$6.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.62K- 36.95% |
$251K - $285K
|
4.46K
$488K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.65K- 7.69% |
$254K - $289K
|
31.9K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-2.69K- 20.1% |
$258K - $293K
|
10.7K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.7K- 5.29% |
$259K - $295K
|
48.4K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 1.74% |
$271K - $308K
|
160K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.84K- 17.15% |
$272K - $309K
|
13.7K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 3.02% |
$277K - $315K
|
92.9K
$10.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.98K- 22.4% |
$285K - $325K
|
10.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.61K- 8.16% |
$346K - $394K
|
40.7K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.64K- 6.56% |
$349K - $397K
|
51.9K
$5.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.65K- 98.62% |
$350K - $398K
|
51
$5.58K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.72K- 40.63% |
$357K - $406K
|
5.44K
$595K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.75K- 15.83% |
$359K - $408K
|
19.9K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.83K- 47.2% |
$367K - $417K
|
4.28K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.86K- 43.94% |
$369K - $420K
|
4.92K
$538K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.2K- 2.72% |
$403K - $458K
|
150K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.25K- 1.78% |
$407K - $463K
|
235K
$25.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.4K- 0.63% |
$422K - $480K
|
700K
$76.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.57K- 9.25% |
$438K - $498K
|
44.9K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.74K- 3.31% |
$454K - $517K
|
139K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.85K- 6.34% |
$465K - $529K
|
71.7K
$7.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.86K- 5.4% |
$466K - $530K
|
85.2K
$9.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5K- 12.0% |
$479K - $546K
|
36.7K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.16K- 3.33% |
$494K - $562K
|
150K
$16.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.35K- 53.4% |
$513K - $584K
|
4.67K
$511K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.46K- 5.6% |
$523K - $596K
|
92.1K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.56K- 43.02% |
$533K - $606K
|
7.37K
$806K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.77K- 10.25% |
$553K - $629K
|
50.5K
$5.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.01K- 0.88% |
$576K - $656K
|
675K
$73.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.27K- 2.34% |
$601K - $684K
|
262K
$28.6M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.49K- 0.43% |
$621K - $707K
|
1.52M
$166M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-6.5K- 2.69% |
$623K - $709K
|
235K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.52K- 15.3% |
$624K - $711K
|
36.1K
$3.95M
|