Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
279KNew |
$24.8M - $29.7M
|
279K
$30.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
208K+ 60.11% |
$18.4M - $22.1M
|
553K
$60.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
121K+ 391.25% |
$10.7M - $12.9M
|
152K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100K+ 36.19% |
$8.88M - $10.7M
|
376K
$41M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.9K+ 2.26% |
$8.17M - $9.8M
|
4.16M
$453M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.8K+ 594.49% |
$7.18M - $8.61M
|
94.4K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.1KNew |
$6.49M - $7.78M
|
73.1K
$7.95M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
63.7K+ 185.65% |
$5.66M - $6.79M
|
98K
$10.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.9K+ 223.12% |
$5.59M - $6.71M
|
91.2K
$9.92M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
62.6KNew |
$5.56M - $6.68M
|
62.6K
$6.82M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
61.6KNew |
$5.47M - $6.56M
|
61.6K
$6.7M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.6K+ 87.99% |
$5.12M - $6.14M
|
123K
$13.4M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
54.3KNew |
$4.83M - $5.79M
|
54.3K
$5.92M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
49.5K+ 1164.5% |
$4.39M - $5.27M
|
53.7K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.1K+ 6.79% |
$4.01M - $4.81M
|
710K
$77.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
40.3KNew |
$3.58M - $4.3M
|
40.3K
$4.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37.6K+ 6.22% |
$3.34M - $4.01M
|
642K
$69.9M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.4K+ 68.76% |
$3.32M - $3.99M
|
91.8K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.9KNew |
$3.19M - $3.83M
|
35.9K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.3K+ 50.69% |
$2.69M - $3.23M
|
90.1K
$9.81M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
30.2KNew |
$2.68M - $3.22M
|
30.2K
$3.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.7K+ 77.42% |
$2.55M - $3.06M
|
65.9K
$7.17M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
28.2K+ 2.03% |
$2.51M - $3.01M
|
1.42M
$154M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.7K+ 197.95% |
$2.37M - $2.85M
|
40.2K
$4.38M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.2K+ 8.6% |
$2.33M - $2.79M
|
331K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
25.6KNew |
$2.27M - $2.73M
|
25.6K
$2.79M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.4K+ 474.39% |
$2.17M - $2.6M
|
29.6K
$3.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
21.3KNew |
$1.89M - $2.26M
|
21.3K
$2.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.2KNew |
$1.89M - $2.26M
|
21.2K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 1.62% |
$1.88M - $2.26M
|
1.32M
$144M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.7KNew |
$1.75M - $2.1M
|
19.7K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19K+ 25.52% |
$1.68M - $2.02M
|
93.2K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.4K+ 1.81% |
$1.63M - $1.96M
|
1.03M
$112M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
16.5K+ 26.48% |
$1.47M - $1.76M
|
78.8K
$8.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
15.5K+ 33.07% |
$1.37M - $1.65M
|
62.3K
$6.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14.6K+ 6101.67% |
$1.3M - $1.55M
|
14.8K
$1.61M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1K+ 4.74% |
$1.25M - $1.5M
|
311K
$33.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
13.4KNew |
$1.19M - $1.43M
|
13.4K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$1.16M - $1.39M
|
13.1K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
12K+ 5.48% |
$1.07M - $1.28M
|
231K
$25.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
11.7KNew |
$1.04M - $1.24M
|
11.7K
$1.27M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 1.62% |
$1M - $1.2M
|
708K
$77.1M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10.9KNew |
$969K - $1.16M
|
10.9K
$1.19M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$959K - $1.15M
|
10.8K
$1.17M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.4KNew |
$922K - $1.11M
|
10.4K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.72K+ 4.1% |
$864K - $1.04M
|
247K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9K+ 13.12% |
$799K - $959K
|
77.6K
$8.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
8.85K+ 30.65% |
$786K - $943K
|
37.7K
$4.11M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
8.48KNew |
$754K - $904K
|
8.48K
$924K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.26K+ 5.49% |
$734K - $880K
|
159K
$17.3M
|