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 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-244- 42.14% |
$23.4K - $26.6K
|
335
$36.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-246- 1.2% |
$23.6K - $26.8K
|
20.2K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-250- 2.42% |
$24K - $27.3K
|
10.1K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-250- 17.86% |
$24K - $27.3K
|
1.15K
$126K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-260- 52.31% |
$24.9K - $28.3K
|
237
$25.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-262- 11.58% |
$25.1K - $28.6K
|
2K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-264- 0.64% |
$25.3K - $28.8K
|
41.2K
$4.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-269- 2.6% |
$25.8K - $29.3K
|
10.1K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269- 9.0% |
$25.8K - $29.3K
|
2.72K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-270- 11.01% |
$25.9K - $29.4K
|
2.18K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-271- 4.83% |
$26K - $29.5K
|
5.34K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-272- 0.45% |
$26.1K - $29.7K
|
60.6K
$6.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-277- 1.06% |
$26.5K - $30.2K
|
25.9K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-281- 8.54% |
$26.9K - $30.6K
|
3.01K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-290- 5.06% |
$27.8K - $31.6K
|
5.44K
$595K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-294- 4.33% |
$28.2K - $32.1K
|
6.5K
$711K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-310- 2.26% |
$29.7K - $33.8K
|
13.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-312- 1.37% |
$29.9K - $34K
|
22.5K
$2.46M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-315- 11.66% |
$30.2K - $34.3K
|
2.39K
$261K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-318- 4.57% |
$30.5K - $34.7K
|
6.63K
$726K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-332- 0.74% |
$31.8K - $36.2K
|
44.7K
$4.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-341- 0.63% |
$32.7K - $37.2K
|
53.6K
$5.86M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-359- 11.81% |
$34.4K - $39.1K
|
2.68K
$293K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-370- 1.36% |
$35.4K - $40.3K
|
26.9K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-383- 2.42% |
$36.7K - $41.8K
|
15.4K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-385- 1.76% |
$36.9K - $42K
|
21.5K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-388- 4.68% |
$37.2K - $42.3K
|
7.9K
$864K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 7.43% |
$38.3K - $43.6K
|
4.98K
$545K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 1.57% |
$38.3K - $43.6K
|
25.1K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-400- 5.64% |
$38.3K - $43.6K
|
6.69K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-412- 15.17% |
$39.5K - $44.9K
|
2.3K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-413- 0.5% |
$39.6K - $45K
|
82.5K
$9.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-413- 12.0% |
$39.6K - $45K
|
3.03K
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-415- 0.14% |
$39.8K - $45.2K
|
292K
$32M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-419- 7.84% |
$40.1K - $45.7K
|
4.92K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-421- 13.21% |
$40.3K - $45.9K
|
2.77K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-428- 16.05% |
$41K - $46.7K
|
2.24K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-454- 11.34% |
$43.5K - $49.5K
|
3.55K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-464- 4.33% |
$44.5K - $50.6K
|
10.3K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-468- 0.89% |
$44.8K - $51K
|
52.4K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-471- 7.74% |
$45.1K - $51.4K
|
5.62K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-495- 11.14% |
$47.4K - $54K
|
3.95K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-505- 3.38% |
$48.4K - $55.1K
|
14.4K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-516- 3.32% |
$49.4K - $56.3K
|
15K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 69.67% |
$50.4K - $57.3K
|
229
$25.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-531- 3.43% |
$50.9K - $57.9K
|
15K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-541- 3.24% |
$51.8K - $59K
|
16.1K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-544- 8.73% |
$52.1K - $59.3K
|
5.69K
$622K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-545- 17.35% |
$52.2K - $59.4K
|
2.6K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-576- 3.93% |
$55.2K - $62.8K
|
14.1K
$1.54M
|