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 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 98.82% |
$2.17M - $2.6M
|
290
$31.7K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.6K- 5.77% |
$2.54M - $3.04M
|
467K
$51M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32K- 14.98% |
$2.84M - $3.41M
|
181K
$19.8M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-33.4K- 39.0% |
$2.96M - $3.56M
|
52.2K
$5.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34K- 9.47% |
$3.02M - $3.63M
|
325K
$35.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.3K- 2.37% |
$3.14M - $3.76M
|
1.46M
$159M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-36.2K- 4.86% |
$3.21M - $3.85M
|
708K
$77.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.5K- 58.24% |
$4.66M - $5.59M
|
37.6K
$4.12M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53.2K- 17.37% |
$4.72M - $5.67M
|
253K
$27.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53.2K- 17.37% |
$4.72M - $5.67M
|
253K
$27.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-53.8K- 73.88% |
$4.78M - $5.74M
|
19K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62.2K- 16.93% |
$5.52M - $6.62M
|
305K
$33.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.6K- 46.69% |
$5.92M - $7.1M
|
76.1K
$8.32M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-105K- 2.77% |
$9.29M - $11.1M
|
3.67M
$402M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-125K- 54.13% |
$11.1M - $13.4M
|
106K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 6.26% |
$11.2M - $13.4M
|
1.88M
$206M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-134K- 10.28% |
$11.9M - $14.3M
|
1.17M
$128M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-161K- 14.56% |
$14.3M - $17.2M
|
945K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-219K- 90.61% |
$19.5M - $23.3M
|
22.7K
$2.48M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-221K- 93.25% |
$19.6M - $23.5M
|
16K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-228K- 20.89% |
$20.2M - $24.2M
|
862K
$94.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-258K- 24.48% |
$23M - $27.5M
|
797K
$87.2M
|