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 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-20- 1.53% |
$1.78K - $2.13K
|
1.29K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20- 0.35% |
$1.78K - $2.13K
|
5.69K
$623K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-20- 1.26% |
$1.78K - $2.13K
|
1.56K
$171K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21- 0.26% |
$1.87K - $2.24K
|
8.08K
$884K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 0.53% |
$2.13K - $2.56K
|
4.48K
$491K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-24- 0.98% |
$2.13K - $2.56K
|
2.44K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 8.46% |
$2.4K - $2.88K
|
292
$31.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-30- 0.8% |
$2.66K - $3.2K
|
3.71K
$405K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-31- 0.06% |
$2.75K - $3.3K
|
54K
$5.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-36- 1.09% |
$3.2K - $3.84K
|
3.28K
$358K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-40- 0.28% |
$3.55K - $4.26K
|
14.3K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-42- 1.79% |
$3.73K - $4.48K
|
2.3K
$251K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-43- 0.49% |
$3.82K - $4.58K
|
8.69K
$951K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-45- 0.19% |
$4K - $4.8K
|
24.3K
$2.66M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-47- 1.23% |
$4.17K - $5.01K
|
3.77K
$413K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-50- 16.34% |
$4.44K - $5.33K
|
256
$28K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50- 1.02% |
$4.44K - $5.33K
|
4.87K
$533K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 0.05% |
$4.44K - $5.33K
|
97.2K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 0.1% |
$4.44K - $5.33K
|
49.4K
$5.41M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-51- 0.19% |
$4.53K - $5.43K
|
27.5K
$3.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-52- 1.83% |
$4.62K - $5.54K
|
2.79K
$305K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.02% |
$4.8K - $5.75K
|
225K
$24.6M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-54- 1.34% |
$4.8K - $5.75K
|
3.97K
$434K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-57- 1.06% |
$5.06K - $6.07K
|
5.34K
$584K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-66- 0.77% |
$5.86K - $7.03K
|
8.48K
$928K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-69- 0.16% |
$6.13K - $7.35K
|
44.3K
$4.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-69- 2.83% |
$6.13K - $7.35K
|
2.37K
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-70- 0.93% |
$6.22K - $7.46K
|
7.48K
$818K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-71- 0.32% |
$6.31K - $7.57K
|
22K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-72- 0.46% |
$6.4K - $7.67K
|
15.7K
$1.72M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-73- 2.11% |
$6.48K - $7.78K
|
3.39K
$371K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-74- 1.0% |
$6.57K - $7.89K
|
7.31K
$800K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-75- 0.65% |
$6.66K - $7.99K
|
11.5K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-76- 0.33% |
$6.75K - $8.1K
|
22.7K
$2.49M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 62.5% |
$7.11K - $8.52K
|
48
$5.25K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-81- 0.35% |
$7.19K - $8.63K
|
23.2K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-85- 2.08% |
$7.55K - $9.06K
|
4K
$438K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-87- 0.38% |
$7.73K - $9.27K
|
23K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-91- 1.08% |
$8.08K - $9.7K
|
8.3K
$908K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-98- 42.79% |
$8.7K - $10.4K
|
131
$14.3K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 0.24% |
$8.88K - $10.7K
|
41.5K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-100- 3.68% |
$8.88K - $10.7K
|
2.62K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-100- 1.59% |
$8.88K - $10.7K
|
6.2K
$678K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-109- 0.82% |
$9.68K - $11.6K
|
13.2K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-110- 0.74% |
$9.77K - $11.7K
|
14.8K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-110Closed |
$9.77K - $11.7K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-110- 14.3% |
$9.77K - $11.7K
|
659
$72.1K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-120- 1.8% |
$10.7K - $12.8K
|
6.56K
$717K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-125- 0.23% |
$11.1K - $13.3K
|
54.7K
$5.98M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-127- 0.54% |
$11.3K - $13.5K
|
23.5K
$2.58M
|