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 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.3K- 8.2% |
$1.29M - $1.45M
|
138K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 5.48% |
$1.35M - $1.52M
|
222K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.9K- 37.66% |
$1.35M - $1.52M
|
21.4K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 15.34% |
$1.48M - $1.67M
|
78K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.4K- 33.44% |
$1.61M - $1.82M
|
30.6K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 56.09% |
$1.85M - $2.09M
|
13.8K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 73.18% |
$2.06M - $2.33M
|
7.24K
$703K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.9K- 4.78% |
$2.19M - $2.47M
|
416K
$40.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-21.8K- 2.39% |
$2.28M - $2.57M
|
889K
$86.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23.5K- 11.26% |
$2.46M - $2.78M
|
185K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.6K- 82.71% |
$2.68M - $3.02M
|
5.35K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-31.4K- 92.55% |
$3.28M - $3.71M
|
2.53K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.6K- 5.25% |
$4.24M - $4.79M
|
732K
$71.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-42.8K- 95.56% |
$4.47M - $5.05M
|
1.99K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-46.9K- 24.84% |
$4.9M - $5.53M
|
142K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-47.2K- 26.74% |
$4.94M - $5.57M
|
129K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.9K- 26.42% |
$6.48M - $7.31M
|
173K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.3K- 44.06% |
$7.46M - $8.41M
|
90.5K
$8.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.2K- 12.04% |
$8.81M - $9.94M
|
616K
$59.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-279K- 99.08% |
$29.2M - $33M
|
2.6K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-300K- 19.8% |
$31.4M - $35.4M
|
1.22M
$118M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-356K- 98.14% |
$37.3M - $42.1M
|
6.76K
$657K
|
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-2.83M- 99.09% |
$296M - $334M
|
26.1K
$2.54M
|