Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.42KNew |
$623K - $689K
|
6.42K
$703K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.35K+ 154.96% |
$616K - $681K
|
10.4K
$1.14M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
6.09KNew |
$591K - $653K
|
6.09K
$666K
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
6.01K+ 6.81% |
$583K - $644K
|
94.3K
$10.3M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.82KNew |
$565K - $624K
|
5.82K
$637K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.78K+ 14.58% |
$561K - $620K
|
45.4K
$4.97M
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
5.67KNew |
$550K - $608K
|
5.67K
$620K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
5.61K+ 10.65% |
$545K - $602K
|
58.3K
$6.38M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.44KNew |
$528K - $583K
|
5.44K
$595K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.37K+ 24.47% |
$522K - $576K
|
27.3K
$2.99M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.29K+ 51.69% |
$513K - $567K
|
15.5K
$1.7M
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.2K+ 19.38% |
$505K - $558K
|
32.1K
$3.51M
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.94KNew |
$480K - $530K
|
4.94K
$541K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.91K+ 24.58% |
$477K - $527K
|
24.9K
$2.72M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.78K+ 6.44% |
$464K - $512K
|
78.9K
$8.63M
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.62KNew |
$448K - $495K
|
4.62K
$505K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.59K+ 13.07% |
$446K - $493K
|
39.7K
$4.35M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.59K+ 82.05% |
$446K - $492K
|
10.2K
$1.11M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.4K+ 21.73% |
$427K - $472K
|
24.6K
$2.7M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.39K+ 15.44% |
$426K - $471K
|
32.8K
$3.59M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.38KNew |
$425K - $470K
|
4.38K
$479K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.37KNew |
$424K - $468K
|
4.37K
$478K
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.22K+ 20.65% |
$410K - $452K
|
24.7K
$2.7M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.22KNew |
$409K - $452K
|
4.22K
$461K
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
4.07K+ 34.49% |
$396K - $437K
|
15.9K
$1.74M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
3.84KNew |
$372K - $411K
|
3.84K
$420K
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.73KNew |
$362K - $400K
|
3.73K
$408K
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
3.73KNew |
$362K - $400K
|
3.73K
$408K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.65K+ 296.27% |
$354K - $391K
|
4.88K
$534K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$354K - $391K
|
3.65K
$399K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.57KNew |
$347K - $383K
|
3.57K
$391K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49KNew |
$339K - $374K
|
3.49K
$382K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.41K+ 5.17% |
$331K - $366K
|
69.4K
$7.59M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.3KNew |
$320K - $354K
|
3.3K
$361K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.22K+ 162.05% |
$312K - $345K
|
5.2K
$569K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.19K+ 1.38% |
$310K - $342K
|
235K
$25.7M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.16K+ 17.75% |
$306K - $338K
|
20.9K
$2.29M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.15KNew |
$305K - $337K
|
3.15K
$344K
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.14KNew |
$305K - $337K
|
3.14K
$344K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.96K+ 1.77% |
$287K - $317K
|
170K
$18.6M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.95K+ 4.92% |
$286K - $316K
|
62.8K
$6.87M
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.9KNew |
$281K - $310K
|
2.9K
$317K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.89K+ 7.18% |
$280K - $310K
|
43.1K
$4.72M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.81KNew |
$273K - $302K
|
2.81K
$308K
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 24.36% |
$271K - $299K
|
14.3K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.72K+ 1.37% |
$264K - $292K
|
202K
$22.1M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.72K+ 14.99% |
$264K - $291K
|
20.9K
$2.28M
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.64K+ 67.58% |
$256K - $283K
|
6.55K
$716K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.59K+ 4.08% |
$251K - $277K
|
66K
$7.22M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.45K+ 11.3% |
$237K - $262K
|
24.1K
$2.64M
|