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 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-131- 0.44% |
$11.6K - $14K
|
29.9K
$3.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 0.59% |
$12K - $14.4K
|
22.8K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-138- 1.31% |
$12.3K - $14.7K
|
10.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-141- 61.04% |
$12.5K - $15K
|
90
$9.85K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-142- 1.91% |
$12.6K - $15.1K
|
7.3K
$798K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-142- 5.33% |
$12.6K - $15.1K
|
2.52K
$276K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-143- 0.16% |
$12.7K - $15.2K
|
87.2K
$9.54M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-143- 1.04% |
$12.7K - $15.2K
|
13.6K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 4.46% |
$13.3K - $16K
|
3.22K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-151- 1.98% |
$13.4K - $16.1K
|
7.49K
$820K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-155- 2.91% |
$13.8K - $16.5K
|
5.17K
$565K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-157- 5.52% |
$13.9K - $16.7K
|
2.69K
$294K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-158Closed |
$14K - $16.8K
|
0
$0
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-159- 0.46% |
$14.1K - $16.9K
|
34.7K
$3.79M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-168- 42.53% |
$14.9K - $17.9K
|
227
$24.8K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-168- 1.0% |
$14.9K - $17.9K
|
16.7K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-180- 1.04% |
$16K - $19.2K
|
17.2K
$1.88M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-185- 3.62% |
$16.4K - $19.7K
|
4.93K
$539K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-189- 4.49% |
$16.8K - $20.1K
|
4.03K
$440K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-191- 6.8% |
$17K - $20.4K
|
2.62K
$286K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-200- 2.77% |
$17.8K - $21.3K
|
7.01K
$767K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 19.23% |
$17.8K - $21.3K
|
840
$91.9K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-200- 2.03% |
$17.8K - $21.3K
|
9.63K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-200- 5.78% |
$17.8K - $21.3K
|
3.26K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-228- 58.31% |
$20.3K - $24.3K
|
163
$17.8K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-234- 0.28% |
$20.8K - $24.9K
|
82.9K
$9.07M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-236- 2.01% |
$21K - $25.1K
|
11.5K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-239- 8.34% |
$21.2K - $25.5K
|
2.63K
$287K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-261- 5.42% |
$23.2K - $27.8K
|
4.55K
$498K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-278- 72.02% |
$24.7K - $29.6K
|
108
$11.8K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-280- 3.0% |
$24.9K - $29.8K
|
9.06K
$991K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-281- 0.3% |
$25K - $29.9K
|
94.9K
$10.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-284- 3.39% |
$25.2K - $30.3K
|
8.09K
$885K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-285- 5.7% |
$25.3K - $30.4K
|
4.72K
$516K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-290- 1.71% |
$25.8K - $30.9K
|
16.7K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-293- 7.51% |
$26K - $31.2K
|
3.61K
$395K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-297- 2.36% |
$26.4K - $31.6K
|
12.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-300- 3.53% |
$26.6K - $32K
|
8.2K
$897K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-300- 8.35% |
$26.6K - $32K
|
3.29K
$360K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-313- 8.55% |
$27.8K - $33.4K
|
3.35K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-318- 3.25% |
$28.2K - $33.9K
|
9.48K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-321- 3.6% |
$28.5K - $34.2K
|
8.59K
$940K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-322- 61.22% |
$28.6K - $34.3K
|
204
$22.3K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-342- 5.05% |
$30.4K - $36.4K
|
6.43K
$703K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-351- 10.81% |
$31.2K - $37.4K
|
2.9K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-356- 50.35% |
$31.6K - $37.9K
|
351
$38.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-359- 10.86% |
$31.9K - $38.3K
|
2.95K
$322K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-361- 34.91% |
$32.1K - $38.5K
|
673
$73.6K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-363- 35.66% |
$32.2K - $38.7K
|
655
$71.7K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-364- 47.09% |
$32.3K - $38.8K
|
409
$44.7K
|