Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
2.83M+ 12341.86% |
$296M - $334M
|
2.85M
$277M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
628K+ 18492.67% |
$65.7M - $74.2M
|
632K
$61.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452KNew |
$47.3M - $53.4M
|
452K
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
390K+ 3614.36% |
$40.7M - $46M
|
400K
$38.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
279K+ 10761.02% |
$29.2M - $33M
|
282K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 4.1% |
$14.4M - $16.3M
|
3.5M
$340M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.7K+ 15.25% |
$10.3M - $11.7M
|
746K
$72.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.4K+ 1294.3% |
$10.1M - $11.4M
|
104K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.2K+ 6.64% |
$9.02M - $10.2M
|
1.39M
$135M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
79.5KNew |
$8.31M - $9.38M
|
79.5K
$7.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
65.8KNew |
$6.88M - $7.77M
|
65.8K
$6.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
57KNew |
$5.96M - $6.73M
|
57K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 1.62% |
$5.9M - $6.66M
|
3.54M
$344M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
50.9K+ 61.68% |
$5.32M - $6.01M
|
133K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
48.2K+ 181.19% |
$5.05M - $5.7M
|
74.9K
$7.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
39.5K+ 152.39% |
$4.13M - $4.66M
|
65.4K
$6.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
37.3KNew |
$3.9M - $4.4M
|
37.3K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
33.1KNew |
$3.46M - $3.9M
|
33.1K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.6K+ 8.77% |
$3.41M - $3.85M
|
404K
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 7.1% |
$3.37M - $3.81M
|
487K
$47.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
31.3KNew |
$3.27M - $3.69M
|
31.3K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.4K+ 9.53% |
$3.18M - $3.59M
|
349K
$33.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
29.1KNew |
$3.04M - $3.43M
|
29.1K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
26.9KNew |
$2.81M - $3.17M
|
26.9K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
25.6K+ 42.4% |
$2.67M - $3.02M
|
85.8K
$8.34M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 6.86% |
$2.56M - $2.89M
|
381K
$37.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.4K+ 17.68% |
$2.55M - $2.88M
|
162K
$15.8M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23.9KNew |
$2.5M - $2.82M
|
23.9K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.4K+ 335.12% |
$2.35M - $2.65M
|
29.1K
$2.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
20KNew |
$2.09M - $2.36M
|
20K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17KNew |
$1.78M - $2.01M
|
17K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 49.49% |
$1.75M - $1.98M
|
50.6K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
16.6KNew |
$1.74M - $1.96M
|
16.6K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.68M - $1.9M
|
16.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
15.8K+ 9.59% |
$1.65M - $1.86M
|
180K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.4K+ 4.84% |
$1.61M - $1.82M
|
334K
$32.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.3KNew |
$1.6M - $1.81M
|
15.3K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.5KNew |
$1.52M - $1.71M
|
14.5K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 53.39% |
$1.46M - $1.65M
|
40.1K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
13.8KNew |
$1.44M - $1.63M
|
13.8K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.33M - $1.51M
|
12.8K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 42.85% |
$1.31M - $1.48M
|
41.8K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 14.77% |
$1.26M - $1.42M
|
93.7K
$9.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
11.7K+ 14.33% |
$1.22M - $1.38M
|
93.4K
$9.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.3KNew |
$1.08M - $1.21M
|
10.3K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.2K+ 14.69% |
$1.07M - $1.21M
|
79.9K
$7.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10KNew |
$1.05M - $1.18M
|
10K
$972K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
9.9K+ 19.97% |
$1.04M - $1.17M
|
59.5K
$5.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.68KNew |
$1.01M - $1.14M
|
9.68K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.66K+ 19.05% |
$1.01M - $1.14M
|
60.4K
$5.87M
|