Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
5.36KNew |
$440K - $561K
|
5.36K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.29KNew |
$434K - $553K
|
5.29K
$579K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.22KNew |
$428K - $545K
|
5.22K
$571K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.04KNew |
$414K - $527K
|
5.04K
$551K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.96K+ 169.39% |
$407K - $518K
|
7.89K
$863K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4.82KNew |
$396K - $504K
|
4.82K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.76KNew |
$391K - $498K
|
4.76K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.7KNew |
$386K - $491K
|
4.7K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.64K+ 25.85% |
$381K - $485K
|
22.6K
$2.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.6K+ 10.78% |
$378K - $481K
|
47.3K
$5.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.56KNew |
$374K - $477K
|
4.56K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.27K+ 42.36% |
$350K - $446K
|
14.3K
$1.57M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
4.26KNew |
$350K - $446K
|
4.26K
$466K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
4.2K+ 87.74% |
$345K - $439K
|
8.99K
$983K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.08KNew |
$335K - $426K
|
4.08K
$446K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.05KNew |
$333K - $423K
|
4.05K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.87KNew |
$318K - $405K
|
3.87K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.8KNew |
$312K - $397K
|
3.8K
$416K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
3.78K+ 13.71% |
$310K - $395K
|
31.3K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.54KNew |
$290K - $370K
|
3.54K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$287K - $366K
|
3.5K
$383K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.43K+ 36.77% |
$282K - $359K
|
12.8K
$1.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.33KNew |
$274K - $349K
|
3.33K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.29K+ 13.56% |
$270K - $343K
|
27.5K
$3.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.25K+ 91.99% |
$267K - $340K
|
6.78K
$742K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.24KNew |
$266K - $338K
|
3.24K
$354K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.22KNew |
$264K - $336K
|
3.22K
$352K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.2K+ 1.6% |
$263K - $335K
|
203K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.18K+ 2.21% |
$261K - $333K
|
147K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.15K+ 6.4% |
$259K - $329K
|
52.4K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.14K+ 55.43% |
$257K - $328K
|
8.79K
$962K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3.12KNew |
$256K - $326K
|
3.12K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.01K+ 26.25% |
$247K - $315K
|
14.5K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.89K+ 44.39% |
$237K - $302K
|
9.39K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.86KNew |
$235K - $299K
|
2.86K
$313K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.82K+ 4.9% |
$232K - $295K
|
60.4K
$6.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.82K+ 25.82% |
$231K - $294K
|
13.7K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.8KNew |
$230K - $292K
|
2.8K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$226K - $288K
|
2.76K
$301K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.62KNew |
$215K - $274K
|
2.62K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.6KNew |
$214K - $272K
|
2.6K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 17.52% |
$214K - $272K
|
17.5K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.56KNew |
$210K - $267K
|
2.56K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.55KNew |
$209K - $266K
|
2.55K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.54K+ 80.92% |
$209K - $266K
|
5.69K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.54KNew |
$208K - $265K
|
2.54K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.47K+ 40.75% |
$203K - $258K
|
8.54K
$934K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.46KNew |
$202K - $257K
|
2.46K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.44K+ 5.79% |
$200K - $255K
|
44.6K
$4.88M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.44K+ 5.79% |
$200K - $255K
|
44.6K
$4.88M
|