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 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-27.1K- 2.34% |
$2.34M - $2.8M
|
1.13M
$124M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-31.6K- 3.59% |
$2.72M - $3.27M
|
849K
$92.9M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33.2KClosed |
$2.86M - $3.43M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-35.7KClosed |
$3.08M - $3.69M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-38.5K- 69.04% |
$3.32M - $3.98M
|
17.3K
$1.89M
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-40.6KClosed |
$3.5M - $4.2M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43K- 30.42% |
$3.71M - $4.45M
|
98.4K
$10.8M
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
SELL
|
- |
-45.2KClosed |
$3.9M - $4.67M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-47.4K- 99.77% |
$4.09M - $4.9M
|
108
$11.8K
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-48.5KClosed |
$4.18M - $5.02M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.1K- 2.66% |
$4.66M - $5.59M
|
1.98M
$217M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-61.7KClosed |
$5.32M - $6.38M
|
0
$0
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-61.8KClosed |
$5.33M - $6.39M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-62.5K- 4.26% |
$5.39M - $6.46M
|
1.4M
$154M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-74.5K- 36.83% |
$6.42M - $7.7M
|
128K
$14M
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-89.4KClosed |
$7.71M - $9.24M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-104KClosed |
$8.94M - $10.7M
|
0
$0
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-137KClosed |
$11.8M - $14.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-146K- 12.33% |
$12.6M - $15.1M
|
1.04M
$113M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-165K- 96.91% |
$14.2M - $17M
|
5.26K
$576K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-180K- 82.63% |
$15.5M - $18.6M
|
37.9K
$4.15M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-214K- 14.56% |
$18.4M - $22.1M
|
1.25M
$137M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-360KClosed |
$31.1M - $37.2M
|
0
$0
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-376K- 57.93% |
$32.4M - $38.8M
|
273K
$29.8M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.49M- 99.8% |
$128M - $154M
|
2.93K
$320K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.22M- 95.49% |
$536M - $643M
|
294K
$32.1M
|