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 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.27K+ 8.32% |
$104K - $132K
|
16.5K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.25K+ 6.02% |
$103K - $131K
|
22.1K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.16K+ 5.83% |
$95.6K - $122K
|
21.1K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.16K+ 13.52% |
$95.6K - $122K
|
9.78K
$1.07M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.12K+ 18.86% |
$92K - $117K
|
7.06K
$772K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.1K+ 14.8% |
$90.1K - $115K
|
8.51K
$931K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.06K+ 2.29% |
$86.7K - $110K
|
47.3K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.03KNew |
$84.8K - $108K
|
1.03K
$113K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
959+ 3.62% |
$78.7K - $100K
|
27.5K
$3M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
958New |
$78.7K - $100K
|
958
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
942+ 0.32% |
$77.3K - $98.5K
|
293K
$32.1M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
939+ 6.0% |
$77.1K - $98.2K
|
16.6K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
912+ 5.1% |
$74.9K - $95.3K
|
18.8K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
895+ 8.85% |
$73.5K - $93.6K
|
11K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
856+ 10.59% |
$70.3K - $89.5K
|
8.94K
$978K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
853+ 4.05% |
$70K - $89.2K
|
21.9K
$2.4M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
833New |
$68.4K - $87.1K
|
833
$91.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
820New |
$67.3K - $85.7K
|
820
$89.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
815+ 14.16% |
$66.9K - $85.2K
|
6.57K
$719K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
787+ 17.78% |
$64.6K - $82.3K
|
5.21K
$570K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
750New |
$61.6K - $78.4K
|
750
$82K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
702+ 2.05% |
$57.6K - $73.4K
|
34.9K
$3.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
658+ 3.63% |
$54K - $68.8K
|
18.8K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 1.31% |
$53.8K - $68.5K
|
50.8K
$5.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
621+ 1.15% |
$51K - $64.9K
|
54.8K
$6M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
606New |
$49.8K - $63.3K
|
606
$66.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
597+ 2.19% |
$49K - $62.4K
|
27.8K
$3.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
593+ 17.4% |
$48.7K - $62K
|
4K
$438K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
578New |
$47.5K - $60.4K
|
578
$63.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
566New |
$46.5K - $59.2K
|
566
$61.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
560+ 53.13% |
$46K - $58.5K
|
1.61K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
555+ 15.73% |
$45.6K - $58K
|
4.08K
$447K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
554+ 3.3% |
$45.5K - $57.9K
|
17.4K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
513+ 14.73% |
$42.1K - $53.6K
|
4K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
497+ 7.93% |
$40.8K - $52K
|
6.77K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
468+ 7.22% |
$38.4K - $48.9K
|
6.95K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
437+ 2.74% |
$35.9K - $45.7K
|
16.4K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
431+ 11.32% |
$35.4K - $45.1K
|
4.24K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
421New |
$34.6K - $44K
|
421
$46.1K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
413New |
$33.9K - $43.2K
|
413
$45.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
410+ 5.61% |
$33.7K - $42.9K
|
7.72K
$844K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
407+ 2.52% |
$33.4K - $42.5K
|
16.5K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
401+ 0.55% |
$32.9K - $41.9K
|
73.5K
$8.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
381+ 0.91% |
$31.3K - $39.8K
|
42.4K
$4.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
378+ 5.39% |
$31K - $39.5K
|
7.39K
$808K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
347+ 0.78% |
$28.5K - $36.3K
|
45K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
344+ 1.26% |
$28.2K - $36K
|
27.6K
$3.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
341+ 7.55% |
$28K - $35.6K
|
4.86K
$531K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
330+ 550.0% |
$27.1K - $34.5K
|
390
$42.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
330+ 7.46% |
$27.1K - $34.5K
|
4.75K
$520K
|