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
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.22% |
$5.37K - $6.11K
|
25.2K
$2.75M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-57- 0.19% |
$5.46K - $6.21K
|
29.6K
$3.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-61- 0.97% |
$5.84K - $6.65K
|
6.24K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-63- 48.84% |
$6.04K - $6.87K
|
66
$7.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-64- 2.23% |
$6.13K - $6.98K
|
2.8K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-68- 39.08% |
$6.52K - $7.41K
|
106
$11.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 0.66% |
$6.9K - $7.85K
|
10.8K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-73- 1.14% |
$6.99K - $7.96K
|
6.31K
$690K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.75% |
$7.19K - $8.18K
|
9.89K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-79- 2.49% |
$7.57K - $8.61K
|
3.1K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-80- 3.16% |
$7.66K - $8.72K
|
2.45K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80- 0.29% |
$7.66K - $8.72K
|
27.7K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-81- 2.92% |
$7.76K - $8.83K
|
2.69K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-81- 7.28% |
$7.76K - $8.83K
|
1.03K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-83- 53.21% |
$7.95K - $9.05K
|
73
$7.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-92- 1.12% |
$8.81K - $10K
|
8.16K
$892K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-99- 1.99% |
$9.49K - $10.8K
|
4.88K
$534K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-103- 2.94% |
$9.87K - $11.2K
|
3.4K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-109- 0.58% |
$10.4K - $11.9K
|
18.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-111- 0.9% |
$10.6K - $12.1K
|
12.2K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 52.17% |
$11.5K - $13.1K
|
110
$12K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-123- 2.1% |
$11.8K - $13.4K
|
5.75K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-132- 3.34% |
$12.6K - $14.4K
|
3.82K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-140- 0.53% |
$13.4K - $15.3K
|
26.1K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-142- 0.27% |
$13.6K - $15.5K
|
52.2K
$5.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-146- 3.53% |
$14K - $15.9K
|
4K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-149- 2.55% |
$14.3K - $16.2K
|
5.68K
$622K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-155- 1.14% |
$14.9K - $16.9K
|
13.4K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-158- 0.24% |
$15.1K - $17.2K
|
65.5K
$7.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-165- 7.78% |
$15.8K - $18K
|
1.96K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-168- 64.12% |
$16.1K - $18.3K
|
94
$10.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-169- 2.5% |
$16.2K - $18.4K
|
6.59K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-170- 3.81% |
$16.3K - $18.5K
|
4.3K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-174- 0.66% |
$16.7K - $19K
|
26.2K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-178- 4.82% |
$17.1K - $19.4K
|
3.52K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-197- 2.16% |
$18.9K - $21.5K
|
8.94K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200- 4.04% |
$19.2K - $21.8K
|
4.75K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 8.33% |
$19.2K - $21.8K
|
2.2K
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-201- 3.35% |
$19.3K - $21.9K
|
5.8K
$635K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-207- 2.74% |
$19.8K - $22.6K
|
7.34K
$803K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-209- 4.93% |
$20K - $22.8K
|
4.03K
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-214- 0.28% |
$20.5K - $23.3K
|
76.5K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-216- 93.51% |
$20.7K - $23.6K
|
15
$1.64K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-223- 0.5% |
$21.4K - $24.3K
|
44.1K
$4.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-227- 4.76% |
$21.7K - $24.7K
|
4.54K
$497K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-228- 0.55% |
$21.8K - $24.9K
|
41.1K
$4.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-230- 5.05% |
$22K - $25.1K
|
4.33K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-231- 1.81% |
$22.1K - $25.2K
|
12.5K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-235- 33.57% |
$22.5K - $25.6K
|
465
$50.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-240- 37.5% |
$23K - $26.2K
|
400
$43.8K
|