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 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
18.4K+ 11.78% |
$1.59M - $1.9M
|
175K
$19.1M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.2K+ 40.1% |
$1.57M - $1.88M
|
63.6K
$6.96M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.9K+ 74.26% |
$1.54M - $1.85M
|
42K
$4.59M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17.6K+ 64.48% |
$1.52M - $1.82M
|
45K
$4.92M
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.3K+ 8.17% |
$1.49M - $1.79M
|
230K
$25.1M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.83M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.83M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.5K+ 181.26% |
$1.42M - $1.71M
|
25.6K
$2.8M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.6K+ 83.07% |
$1.34M - $1.61M
|
34.3K
$3.76M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$1.34M - $1.6M
|
15.5K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.4K+ 96.57% |
$1.33M - $1.6M
|
31.4K
$3.44M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$1.27M - $1.52M
|
14.7K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14.6KNew |
$1.26M - $1.51M
|
14.6K
$1.6M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.5K+ 64.08% |
$1.25M - $1.5M
|
37.2K
$4.07M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$1.25M - $1.5M
|
14.5K
$1.59M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.21M - $1.45M
|
14K
$1.53M
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
13.9KNew |
$1.2M - $1.44M
|
13.9K
$1.52M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.5K+ 258.61% |
$1.16M - $1.39M
|
18.7K
$2.04M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$1.15M - $1.38M
|
13.4K
$1.46M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13.3K+ 2931.28% |
$1.15M - $1.38M
|
13.8K
$1.51M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$1.14M - $1.36M
|
13.2K
$1.44M
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13K+ 28.31% |
$1.12M - $1.34M
|
58.8K
$6.43M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.9K+ 126.7% |
$1.11M - $1.33M
|
23.1K
$2.53M
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$1.07M - $1.29M
|
12.5K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 5.11% |
$1.07M - $1.29M
|
256K
$28M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.1KNew |
$1.04M - $1.25M
|
12.1K
$1.33M
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
12KNew |
$1.04M - $1.24M
|
12K
$1.32M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$1.03M - $1.23M
|
11.9K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11.7K+ 36.48% |
$1.01M - $1.21M
|
43.9K
$4.8M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.7K+ 1733.98% |
$1.01M - $1.21M
|
12.4K
$1.35M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.3KNew |
$977K - $1.17M
|
11.3K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.2KNew |
$967K - $1.16M
|
11.2K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 35.37% |
$959K - $1.15M
|
42.6K
$4.66M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.1KNew |
$957K - $1.15M
|
11.1K
$1.21M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
11K+ 24.25% |
$946K - $1.13M
|
56.2K
$6.15M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10.5KNew |
$907K - $1.09M
|
10.5K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5K+ 3.12% |
$902K - $1.08M
|
345K
$37.8M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 441.48% |
$897K - $1.08M
|
12.8K
$1.4M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
10.4KNew |
$897K - $1.08M
|
10.4K
$1.14M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10KNew |
$866K - $1.04M
|
10K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10K+ 3.67% |
$862K - $1.03M
|
282K
$30.9M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.93K+ 374.85% |
$856K - $1.03M
|
12.6K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.92K+ 79.16% |
$855K - $1.03M
|
22.5K
$2.46M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
9.79K+ 20.71% |
$844K - $1.01M
|
57.1K
$6.24M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.75KNew |
$841K - $1.01M
|
9.75K
$1.07M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.6K+ 3.21% |
$827K - $992K
|
308K
$33.7M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.05K+ 41.63% |
$780K - $936K
|
30.8K
$3.37M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$773K - $927K
|
8.97K
$981K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.41K+ 40.34% |
$725K - $869K
|
29.2K
$3.2M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.27KNew |
$713K - $855K
|
8.27K
$905K
|