Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$259 - $310
|
10.1K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3New |
$259 - $310
|
3
$328
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.0% |
$259 - $310
|
82.1K
$8.99M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$259 - $310
|
3.3K
$361K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$172 - $207
|
1.58K
$173K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$86.2 - $103
|
3.32K
$363K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.23% |
$86.2 - $103
|
431
$47.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$86.2 - $103
|
2.99K
$327K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$86.2 - $103
|
10.6K
$1.16M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$86.2 - $103
|
340
$37.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
1+ 0.04% |
$86.2 - $103
|
2.53K
$277K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.21% |
$86.2 - $103
|
481
$52.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$86.2 - $103
|
2.09K
$229K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
1+ 0.04% |
$86.2 - $103
|
2.24K
$245K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 1.79% |
$86.2 - $103
|
57
$6.24K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$86.2 - $103
|
911
$99.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$86.2 - $103
|
19.2K
$2.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
1+ 0.0% |
$86.2 - $103
|
41.7K
$4.56M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.0% |
$86.2 - $103
|
51
$5.58K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$86.2 - $103
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2- 9.52% |
$172 - $207
|
19
$2.08K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.8% |
$603 - $724
|
381
$41.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7Closed |
$603 - $724
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.17% |
$862 - $1.03K
|
6.03K
$660K
|
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-12- 0.2% |
$1.03K - $1.24K
|
5.86K
$641K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.16% |
$1.03K - $1.24K
|
7.62K
$834K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-14- 0.23% |
$1.21K - $1.45K
|
6.03K
$660K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-16- 0.54% |
$1.38K - $1.65K
|
2.95K
$323K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-16Closed |
$1.38K - $1.65K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-16- 0.44% |
$1.38K - $1.65K
|
3.66K
$401K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-20- 0.21% |
$1.72K - $2.07K
|
9.72K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20- 6.94% |
$1.72K - $2.07K
|
268
$29.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 29.41% |
$1.72K - $2.07K
|
48
$5.25K
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-21- 0.73% |
$1.81K - $2.17K
|
2.86K
$312K
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-22- 0.17% |
$1.9K - $2.27K
|
13K
$1.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-22- 0.47% |
$1.9K - $2.27K
|
4.66K
$509K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 7.23% |
$2.16K - $2.58K
|
321
$35.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-25- 29.41% |
$2.16K - $2.58K
|
60
$6.56K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-25- 89.29% |
$2.16K - $2.58K
|
3
$328
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-25Closed |
$2.16K - $2.58K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-28- 0.04% |
$2.41K - $2.89K
|
69.4K
$7.59M
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-31- 0.43% |
$2.67K - $3.2K
|
7.24K
$792K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-36Closed |
$3.1K - $3.72K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-37- 0.12% |
$3.19K - $3.82K
|
31.5K
$3.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-45- 0.94% |
$3.88K - $4.65K
|
4.73K
$518K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 1.41% |
$4.31K - $5.17K
|
3.49K
$381K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 3.1% |
$4.31K - $5.17K
|
1.56K
$171K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-56- 0.65% |
$4.83K - $5.79K
|
8.58K
$938K
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-62- 0.65% |
$5.34K - $6.41K
|
9.42K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-63- 0.42% |
$5.43K - $6.51K
|
15.1K
$1.65M
|