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 |
---|---|---|---|---|---|---|---|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.86K+ 18.36% |
$698K - $838K
|
50.7K
$5.54M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.36KNew |
$653K - $784K
|
7.36K
$805K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.11KNew |
$632K - $758K
|
7.11K
$778K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
7.07K+ 5.27% |
$628K - $754K
|
141K
$15.4M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.8K+ 340.95% |
$604K - $725K
|
8.8K
$962K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.5KNew |
$578K - $693K
|
6.5K
$711K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.19KNew |
$549K - $659K
|
6.19K
$677K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.86K+ 7.48% |
$521K - $625K
|
84.3K
$9.22M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.67KNew |
$503K - $604K
|
5.67K
$620K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.62K+ 12.48% |
$499K - $599K
|
50.7K
$5.54M
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
5.59K+ 17.07% |
$496K - $595K
|
38.3K
$4.19M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.16KNew |
$458K - $549K
|
5.16K
$564K
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.05KNew |
$448K - $538K
|
5.05K
$552K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.93KNew |
$437K - $525K
|
4.93K
$539K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.89K+ 890.16% |
$434K - $521K
|
5.44K
$595K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.83K+ 62.77% |
$429K - $515K
|
12.5K
$1.37M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.83KNew |
$429K - $515K
|
4.83K
$528K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.7K+ 10.07% |
$418K - $501K
|
51.4K
$5.62M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.54K+ 2.38% |
$403K - $484K
|
195K
$21.4M
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
4.53K+ 5.84% |
$402K - $483K
|
82.1K
$8.98M
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.5K+ 9.41% |
$400K - $480K
|
52.3K
$5.72M
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.28KNew |
$380K - $456K
|
4.28K
$468K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.27K+ 6.12% |
$379K - $455K
|
74.1K
$8.1M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.24KNew |
$376K - $451K
|
4.24K
$463K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.17K+ 131.14% |
$371K - $445K
|
7.36K
$805K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.13KNew |
$367K - $440K
|
4.13K
$451K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$359K - $431K
|
4.04K
$442K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4K+ 181.32% |
$355K - $426K
|
6.21K
$679K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.99K+ 2.63% |
$354K - $425K
|
156K
$17M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.95K+ 3.67% |
$351K - $421K
|
112K
$12.2M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
3.77K+ 50.62% |
$335K - $402K
|
11.2K
$1.23M
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.67K+ 55.22% |
$326K - $391K
|
10.3K
$1.13M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.62KNew |
$322K - $386K
|
3.62K
$396K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.52K+ 1.63% |
$313K - $375K
|
220K
$24M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.32KNew |
$295K - $354K
|
3.32K
$364K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.29KNew |
$292K - $350K
|
3.29K
$359K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.23K+ 2.86% |
$287K - $344K
|
116K
$12.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.21K+ 7.43% |
$285K - $342K
|
46.4K
$5.07M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.11KNew |
$277K - $332K
|
3.11K
$341K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.1KNew |
$275K - $330K
|
3.1K
$339K
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.93K+ 63.33% |
$261K - $313K
|
7.57K
$828K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$252K - $302K
|
2.84K
$310K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 19.87% |
$251K - $302K
|
17.1K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.77KNew |
$246K - $295K
|
2.77K
$303K
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.74K+ 36.54% |
$243K - $291K
|
10.2K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.54K+ 2.12% |
$226K - $271K
|
122K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.53KNew |
$225K - $270K
|
2.53K
$277K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.51K+ 43.32% |
$223K - $268K
|
8.31K
$909K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.48KNew |
$221K - $265K
|
2.48K
$272K
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 5.65% |
$213K - $256K
|
44.9K
$4.91M
|