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 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-75- 15.59% |
$7.28K - $8.04K
|
406
$44.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-77- 0.56% |
$7.48K - $8.26K
|
13.6K
$1.49M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-78- 0.44% |
$7.57K - $8.36K
|
17.6K
$1.92M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-79- 2.62% |
$7.67K - $8.47K
|
2.94K
$321K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-80- 1.04% |
$7.77K - $8.58K
|
7.65K
$837K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-85- 8.28% |
$8.25K - $9.11K
|
942
$103K
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-91- 1.77% |
$8.83K - $9.76K
|
5.05K
$553K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-93- 0.19% |
$9.03K - $9.97K
|
47.9K
$5.24M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-95- 2.25% |
$9.22K - $10.2K
|
4.13K
$451K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 3.94% |
$9.22K - $10.2K
|
2.32K
$254K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100Closed |
$9.71K - $10.7K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-101- 0.12% |
$9.81K - $10.8K
|
85.5K
$9.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-105- 5.6% |
$10.2K - $11.3K
|
1.77K
$194K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-107Closed |
$10.4K - $11.5K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-108- 0.15% |
$10.5K - $11.6K
|
72K
$7.87M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-119- 2.37% |
$11.6K - $12.8K
|
4.9K
$536K
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-122- 1.38% |
$11.8K - $13.1K
|
8.74K
$956K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-122- 1.4% |
$11.8K - $13.1K
|
8.62K
$943K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-141- 0.19% |
$13.7K - $15.1K
|
73.2K
$8.01M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-141- 2.28% |
$13.7K - $15.1K
|
6.05K
$661K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-142- 0.86% |
$13.8K - $15.2K
|
16.5K
$1.8M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-143- 0.55% |
$13.9K - $15.3K
|
26.1K
$2.85M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-149Closed |
$14.5K - $16K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-152- 6.64% |
$14.8K - $16.3K
|
2.14K
$234K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-174- 1.16% |
$16.9K - $18.7K
|
14.8K
$1.62M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-178- 5.11% |
$17.3K - $19.1K
|
3.3K
$361K
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-185- 2.21% |
$18K - $19.8K
|
8.2K
$897K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-192- 6.01% |
$18.6K - $20.6K
|
3.01K
$329K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-192- 7.59% |
$18.6K - $20.6K
|
2.34K
$256K
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-196- 5.1% |
$19K - $21K
|
3.65K
$399K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-200Closed |
$19.4K - $21.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-202- 0.41% |
$19.6K - $21.7K
|
48.5K
$5.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-205Closed |
$19.9K - $22K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-210- 0.26% |
$20.4K - $22.5K
|
79K
$8.65M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-213- 0.16% |
$20.7K - $22.8K
|
134K
$14.6M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-215- 3.63% |
$20.9K - $23.1K
|
5.7K
$624K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 1.43% |
$21.4K - $23.6K
|
15.2K
$1.66M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-224- 2.93% |
$21.7K - $24K
|
7.42K
$812K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-226- 6.99% |
$21.9K - $24.2K
|
3.01K
$329K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-228- 3.94% |
$22.1K - $24.4K
|
5.56K
$608K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-241- 3.16% |
$23.4K - $25.8K
|
7.38K
$807K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-243- 1.19% |
$23.6K - $26.1K
|
20.2K
$2.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-248- 0.62% |
$24.1K - $26.6K
|
39.6K
$4.33M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-249- 37.39% |
$24.2K - $26.7K
|
417
$45.6K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-250- 0.5% |
$24.3K - $26.8K
|
49.3K
$5.39M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-251- 73.18% |
$24.4K - $26.9K
|
92
$10.1K
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-258- 2.02% |
$25K - $27.7K
|
12.5K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-262Closed |
$25.4K - $28.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-265- 3.86% |
$25.7K - $28.4K
|
6.61K
$723K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-275- 2.07% |
$26.7K - $29.5K
|
13K
$1.43M
|