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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-69- 0.62% |
$5.95K - $7.13K
|
11.1K
$1.18M
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-69Closed |
$5.95K - $7.13K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-73Closed |
$6.29K - $7.55K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73- 1.28% |
$6.29K - $7.55K
|
5.63K
$595K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 1.23% |
$6.9K - $8.27K
|
6.4K
$677K
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-85- 0.1% |
$7.33K - $8.79K
|
85.4K
$9.04M
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-86- 1.11% |
$7.41K - $8.89K
|
7.65K
$809K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-89Closed |
$7.67K - $9.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-89- 2.31% |
$7.67K - $9.2K
|
3.76K
$397K
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-90- 1.16% |
$7.76K - $9.3K
|
7.65K
$809K
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-91- 1.77% |
$7.84K - $9.41K
|
5.05K
$535K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-96- 10.71% |
$8.28K - $9.92K
|
800
$84.6K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-104- 1.4% |
$8.96K - $10.8K
|
7.32K
$774K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-109- 0.81% |
$9.4K - $11.3K
|
13.4K
$1.42M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-109- 2.03% |
$9.4K - $11.3K
|
5.25K
$555K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-113- 79.02% |
$9.74K - $11.7K
|
30
$3.17K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-115- 0.5% |
$9.91K - $11.9K
|
23.1K
$2.45M
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
SELL
|
- |
-120- 3.09% |
$10.3K - $12.4K
|
3.76K
$398K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-122- 2.58% |
$10.5K - $12.6K
|
4.62K
$488K
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-123- 0.45% |
$10.6K - $12.7K
|
26.9K
$2.85M
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-124- 0.31% |
$10.7K - $12.8K
|
39.5K
$4.18M
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-125- 4.99% |
$10.8K - $12.9K
|
2.38K
$252K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-128- 2.06% |
$11K - $13.2K
|
6.09K
$644K
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-136- 1.66% |
$11.7K - $14.1K
|
8.06K
$853K
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-146- 0.3% |
$12.6K - $15.1K
|
47.8K
$5.06M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-152Closed |
$13.1K - $15.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-152Closed |
$13.1K - $15.7K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-156- 12.96% |
$13.4K - $16.1K
|
1.05K
$111K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-158- 31.23% |
$13.6K - $16.3K
|
348
$36.8K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-160- 10.34% |
$13.8K - $16.5K
|
1.39K
$147K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-177- 1.44% |
$15.3K - $18.3K
|
12.1K
$1.28M
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-185- 3.32% |
$15.9K - $19.1K
|
5.39K
$570K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-186- 3.96% |
$16K - $19.2K
|
4.51K
$477K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-190- 0.57% |
$16.4K - $19.6K
|
33.2K
$3.51M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-192- 1.3% |
$16.6K - $19.8K
|
14.6K
$1.55M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-193- 2.34% |
$16.6K - $20K
|
8.07K
$854K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-222- 1.63% |
$19.1K - $22.9K
|
13.4K
$1.42M
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-229- 0.58% |
$19.7K - $23.7K
|
39.4K
$4.17M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-240- 3.18% |
$20.7K - $24.8K
|
7.31K
$774K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-243- 6.35% |
$20.9K - $25.1K
|
3.59K
$379K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-250- 6.85% |
$21.6K - $25.8K
|
3.4K
$360K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-272- 20.67% |
$23.4K - $28.1K
|
1.04K
$110K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-281- 6.81% |
$24.2K - $29K
|
3.85K
$407K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-281- 27.9% |
$24.2K - $29K
|
726
$76.8K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-282- 0.99% |
$24.3K - $29.2K
|
28.3K
$2.99M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-295- 2.83% |
$25.4K - $30.5K
|
10.1K
$1.07M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-305- 0.55% |
$26.3K - $31.5K
|
54.9K
$5.81M
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-315- 29.06% |
$27.2K - $32.6K
|
769
$81.4K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-318- 8.15% |
$27.4K - $32.9K
|
3.59K
$379K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-318- 4.24% |
$27.4K - $32.9K
|
7.18K
$759K
|