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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-917- 8.45% |
$81.4K - $97.7K
|
9.94K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-918- 9.16% |
$81.5K - $97.8K
|
9.11K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-920- 10.13% |
$81.7K - $98K
|
8.16K
$893K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-923- 5.77% |
$82K - $98.4K
|
15.1K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-965- 1.15% |
$85.7K - $103K
|
83.1K
$9.09M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-992- 5.72% |
$88.1K - $106K
|
16.4K
$1.79M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.01K- 34.8% |
$89.9K - $108K
|
1.9K
$207K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.05K- 22.02% |
$93K - $112K
|
3.71K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.07K- 4.39% |
$94.9K - $114K
|
23.3K
$2.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 2.53% |
$95.6K - $115K
|
41.5K
$4.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.1K- 4.48% |
$97.3K - $117K
|
23.4K
$2.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 16.18% |
$97.9K - $117K
|
5.71K
$625K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.17K- 9.59% |
$104K - $124K
|
11K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.18K- 27.62% |
$105K - $126K
|
3.09K
$338K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.22K- 7.29% |
$108K - $130K
|
15.5K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.24K- 4.23% |
$110K - $132K
|
28.1K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.27K- 23.23% |
$113K - $135K
|
4.2K
$459K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.3K- 5.41% |
$115K - $139K
|
22.8K
$2.49M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-1.31K- 10.2% |
$116K - $139K
|
11.5K
$1.26M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.31K- 7.24% |
$116K - $139K
|
16.8K
$1.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.31K- 33.53% |
$116K - $140K
|
2.6K
$284K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.42K- 3.28% |
$126K - $151K
|
41.7K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.44K- 2.77% |
$128K - $153K
|
50.4K
$5.52M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.6K- 5.11% |
$142K - $170K
|
29.6K
$3.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.62K- 1.6% |
$144K - $172K
|
99.3K
$10.9M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.63K- 20.51% |
$145K - $173K
|
6.31K
$690K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 20.93% |
$146K - $175K
|
6.2K
$678K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.7K- 1.38% |
$151K - $181K
|
121K
$13.2M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.7K- 5.14% |
$151K - $181K
|
31.3K
$3.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.75K- 11.43% |
$155K - $186K
|
13.6K
$1.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 1.92% |
$156K - $187K
|
90K
$9.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.82K- 3.26% |
$161K - $194K
|
54K
$5.9M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.88K- 20.84% |
$167K - $201K
|
7.15K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.89K- 13.83% |
$167K - $201K
|
11.7K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94K- 21.33% |
$173K - $207K
|
7.17K
$784K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.98K- 4.1% |
$175K - $210K
|
46.2K
$5.05M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.04K- 24.85% |
$181K - $217K
|
6.16K
$674K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.04K- 5.9% |
$181K - $218K
|
32.6K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.06K- 9.39% |
$183K - $219K
|
19.9K
$2.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.07K- 28.5% |
$184K - $220K
|
5.18K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.15K- 67.89% |
$191K - $229K
|
1.02K
$111K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.24K- 2.05% |
$199K - $239K
|
107K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.25K- 7.72% |
$200K - $240K
|
26.9K
$2.95M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.36K- 8.3% |
$210K - $252K
|
26.1K
$2.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.48K- 6.35% |
$220K - $264K
|
36.5K
$3.99M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.54K- 19.71% |
$226K - $271K
|
10.4K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.65K- 51.36% |
$235K - $282K
|
2.51K
$275K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.66K- 8.38% |
$236K - $283K
|
29.1K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.68K- 8.33% |
$238K - $285K
|
29.5K
$3.22M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.73K- 1.28% |
$242K - $290K
|
210K
$23M
|