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
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50New |
$4.79K - $5.45K
|
50
$4.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 1.36% |
$4.79K - $5.45K
|
3.74K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
49+ 0.52% |
$4.69K - $5.34K
|
9.47K
$920K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2.88% |
$4.12K - $4.69K
|
1.54K
$149K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42+ 12.32% |
$4.02K - $4.58K
|
383
$37.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.14% |
$3.64K - $4.14K
|
27.8K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
36+ 0.95% |
$3.45K - $3.93K
|
3.81K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33+ 0.53% |
$3.16K - $3.6K
|
6.32K
$614K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
32+ 0.54% |
$3.07K - $3.49K
|
6.01K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
32+ 0.64% |
$3.07K - $3.49K
|
5.02K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31+ 0.29% |
$2.97K - $3.38K
|
10.6K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
27+ 0.35% |
$2.59K - $2.94K
|
7.78K
$756K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
26+ 0.38% |
$2.49K - $2.83K
|
6.86K
$667K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.46% |
$2.49K - $2.83K
|
5.69K
$553K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25+ 0.5% |
$2.4K - $2.73K
|
5.05K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20+ 0.27% |
$1.92K - $2.18K
|
7.38K
$717K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
20+ 0.43% |
$1.92K - $2.18K
|
4.7K
$457K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$1.82K - $2.07K
|
19
$1.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18+ 0.32% |
$1.72K - $1.96K
|
5.59K
$543K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
18+ 0.51% |
$1.72K - $1.96K
|
3.55K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
17+ 0.53% |
$1.63K - $1.85K
|
3.2K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.28% |
$1.63K - $1.85K
|
6.06K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
15New |
$1.44K - $1.64K
|
15
$1.46K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.01% |
$1.25K - $1.42K
|
174K
$16.9M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12+ 0.27% |
$1.15K - $1.31K
|
4.47K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 0.09% |
$1.15K - $1.31K
|
13.3K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12+ 0.17% |
$1.15K - $1.31K
|
7.27K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.49% |
$1.05K - $1.2K
|
2.25K
$218K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.21% |
$958 - $1.09K
|
4.84K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
10+ 0.13% |
$958 - $1.09K
|
7.51K
$730K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10+ 0.24% |
$958 - $1.09K
|
4.12K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.18% |
$862 - $981
|
5.1K
$495K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.49% |
$862 - $981
|
1.84K
$179K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$766 - $872
|
3.08K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.51% |
$766 - $872
|
1.58K
$153K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.31% |
$766 - $872
|
2.6K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7New |
$671 - $763
|
7
$680
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 1.98% |
$671 - $763
|
361
$35.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.26% |
$671 - $763
|
2.65K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.03% |
$575 - $654
|
18.9K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.02% |
$575 - $654
|
34.3K
$3.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.1% |
$479 - $545
|
4.87K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.11% |
$479 - $545
|
4.67K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$479 - $545
|
4.2K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.15% |
$383 - $436
|
2.63K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$383 - $436
|
14.3K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.03% |
$383 - $436
|
11.9K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.16% |
$383 - $436
|
2.52K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$287 - $327
|
3
$292
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.04% |
$192 - $218
|
5.65K
$549K
|