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 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
21+ 0.55% |
$2.04K - $2.25K
|
3.84K
$420K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20+ 0.67% |
$1.94K - $2.14K
|
3.02K
$330K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18+ 0.51% |
$1.75K - $1.93K
|
3.53K
$386K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
18+ 0.92% |
$1.75K - $1.93K
|
1.97K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
17+ 0.26% |
$1.65K - $1.82K
|
6.47K
$707K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
16New |
$1.55K - $1.72K
|
16
$1.75K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 7.44% |
$1.55K - $1.72K
|
231
$25.3K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
16+ 0.54% |
$1.55K - $1.72K
|
2.97K
$324K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 6.55% |
$1.46K - $1.61K
|
244
$26.7K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.59% |
$1.46K - $1.61K
|
2.54K
$278K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
15+ 0.28% |
$1.46K - $1.61K
|
5.36K
$586K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
14+ 0.29% |
$1.36K - $1.5K
|
4.87K
$533K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
14+ 0.22% |
$1.36K - $1.5K
|
6.29K
$689K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13+ 0.27% |
$1.26K - $1.39K
|
4.78K
$523K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.05% |
$1.16K - $1.29K
|
22.8K
$2.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.27% |
$1.16K - $1.29K
|
4.54K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
11+ 0.37% |
$1.07K - $1.18K
|
2.99K
$327K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$1.07K - $1.18K
|
3.99K
$437K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.16% |
$971 - $1.07K
|
6.15K
$673K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.17% |
$971 - $1.07K
|
6.04K
$661K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9+ 0.03% |
$874 - $965
|
27.8K
$3.05M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
9+ 0.27% |
$874 - $965
|
3.33K
$365K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7New |
$680 - $751
|
7
$766
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.09% |
$680 - $751
|
7.49K
$820K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.15% |
$485 - $536
|
3.44K
$377K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.13% |
$485 - $536
|
3.9K
$427K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.1% |
$485 - $536
|
5K
$546K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.11% |
$485 - $536
|
4.61K
$505K
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$485 - $536
|
2.88K
$315K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$485 - $536
|
8.87K
$970K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$485 - $536
|
8.35K
$913K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.28% |
$485 - $536
|
1.77K
$193K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.0% |
$388 - $429
|
88.4K
$9.67M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.9% |
$291 - $322
|
80
$8.75K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$291 - $322
|
2.46K
$269K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.02% |
$194 - $214
|
10.7K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.66% |
$97.1 - $107
|
152
$16.6K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$97.1 - $107
|
295
$32.3K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.06% |
$97.1 - $107
|
1.58K
$173K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$97.1 - $107
|
9.54K
$1.04M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.23% |
$97.1 - $107
|
430
$47K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.3% |
$97.1 - $107
|
339
$37.1K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$97.1 - $107
|
1.84K
$201K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.36% |
$97.1 - $107
|
282
$30.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$97.1 - $107
|
2.09K
$229K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 1.96% |
$97.1 - $107
|
50
$5.47K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2- 12.5% |
$194 - $214
|
14
$1.53K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2- 3.23% |
$194 - $214
|
60
$6.56K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3- 0.08% |
$291 - $322
|
3.68K
$402K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3- 0.08% |
$291 - $322
|
3.93K
$430K
|