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 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-369- 6.06% |
$32.8K - $39.3K
|
5.72K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-380- 3.85% |
$33.8K - $40.5K
|
9.49K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-387- 9.0% |
$34.4K - $41.2K
|
3.92K
$428K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-390- 1.14% |
$34.6K - $41.6K
|
33.9K
$3.7M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-390- 3.18% |
$34.6K - $41.6K
|
11.9K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-394- 10.91% |
$35K - $42K
|
3.22K
$352K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-419- 1.91% |
$37.2K - $44.6K
|
21.5K
$2.35M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-420- 5.88% |
$37.3K - $44.8K
|
6.72K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-420- 1.93% |
$37.3K - $44.8K
|
21.3K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-435- 1.47% |
$38.6K - $46.4K
|
29.2K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-436- 9.34% |
$38.7K - $46.5K
|
4.23K
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-438- 1.24% |
$38.9K - $46.7K
|
35K
$3.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-443- 2.05% |
$39.3K - $47.2K
|
21.2K
$2.32M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-456- 3.44% |
$40.5K - $48.6K
|
12.8K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-474- 3.29% |
$42.1K - $50.5K
|
13.9K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-476- 0.91% |
$42.3K - $50.7K
|
51.9K
$5.67M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-476- 0.97% |
$42.3K - $50.7K
|
48.7K
$5.33M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-488- 15.33% |
$43.3K - $52K
|
2.7K
$295K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-496- 87.02% |
$44.1K - $52.9K
|
74
$8.09K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-499- 3.27% |
$44.3K - $53.2K
|
14.7K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-501- 9.37% |
$44.5K - $53.4K
|
4.85K
$530K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-504- 63.48% |
$44.8K - $53.7K
|
290
$31.7K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-505- 0.35% |
$44.9K - $53.8K
|
143K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-506- 0.56% |
$44.9K - $53.9K
|
90.3K
$9.88M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-511- 45.99% |
$45.4K - $54.5K
|
600
$65.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-536- 7.83% |
$47.6K - $57.1K
|
6.31K
$690K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-548- 23.94% |
$48.7K - $58.4K
|
1.74K
$190K
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-555- 1.36% |
$49.3K - $59.1K
|
40.3K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-556- 0.65% |
$49.4K - $59.2K
|
84.5K
$9.24M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-559- 5.25% |
$49.7K - $59.6K
|
10.1K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-577- 17.52% |
$51.2K - $61.5K
|
2.72K
$297K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-599- 1.27% |
$53.2K - $63.8K
|
46.5K
$5.09M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-608- 13.29% |
$54K - $64.8K
|
3.97K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-634- 90.57% |
$56.3K - $67.6K
|
66
$7.22K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-671- 0.69% |
$59.6K - $71.5K
|
96.7K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-675- 2.89% |
$60K - $71.9K
|
22.7K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-676- 27.85% |
$60K - $72K
|
1.75K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-696- 3.21% |
$61.8K - $74.2K
|
21K
$2.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-700- 5.33% |
$62.2K - $74.6K
|
12.4K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-704- 9.05% |
$62.5K - $75K
|
7.08K
$774K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-719- 4.52% |
$63.9K - $76.6K
|
15.2K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-732- 0.94% |
$65K - $78K
|
77.5K
$8.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-747- 3.14% |
$66.3K - $79.6K
|
23.1K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-748- 7.17% |
$66.4K - $79.7K
|
9.69K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-774- 14.23% |
$68.7K - $82.5K
|
4.67K
$510K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-784- 7.1% |
$69.6K - $83.5K
|
10.3K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-853- 2.15% |
$75.8K - $90.9K
|
38.8K
$4.24M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-873- 0.87% |
$77.5K - $93K
|
99.5K
$10.9M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-890- 1.97% |
$79K - $94.8K
|
44.3K
$4.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-904- 12.15% |
$80.3K - $96.3K
|
6.53K
$715K
|