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 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.17K+ 203.16% |
$704K - $845K
|
12.2K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.15K+ 5.39% |
$703K - $842K
|
159K
$17.4M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.03K+ 518.19% |
$692K - $830K
|
9.58K
$1.05M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
7.93KNew |
$684K - $820K
|
7.93K
$868K
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
7.93KNew |
$683K - $819K
|
7.93K
$867K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.92KNew |
$682K - $818K
|
7.92K
$866K
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
7.78KNew |
$671K - $804K
|
7.78K
$851K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
7.75KNew |
$668K - $801K
|
7.75K
$848K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.61K+ 977.89% |
$656K - $786K
|
8.39K
$917K
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.6K+ 273.87% |
$655K - $786K
|
10.4K
$1.13M
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.34K+ 18.73% |
$632K - $758K
|
46.5K
$5.09M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.31KNew |
$630K - $755K
|
7.31K
$799K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7.05K+ 6843.69% |
$608K - $729K
|
7.15K
$782K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.89K+ 8.73% |
$594K - $712K
|
85.8K
$9.39M
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.87K+ 2.37% |
$592K - $710K
|
297K
$32.5M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.87K+ 3.87% |
$592K - $710K
|
184K
$20.2M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
6.64K+ 7.45% |
$572K - $686K
|
95.8K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.54K+ 7.09% |
$564K - $676K
|
98.8K
$10.8M
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
6.53K+ 12.71% |
$563K - $675K
|
57.9K
$6.33M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.48K+ 127.4% |
$558K - $670K
|
11.6K
$1.26M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.37KNew |
$549K - $659K
|
6.37K
$697K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
6.36K+ 7.13% |
$548K - $657K
|
95.6K
$10.5M
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6.25K+ 80.07% |
$539K - $646K
|
14.1K
$1.54M
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
6.2KNew |
$535K - $641K
|
6.2K
$678K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
6.1K+ 44.7% |
$526K - $631K
|
19.8K
$2.16M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.06KNew |
$522K - $626K
|
6.06K
$662K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.06KNew |
$522K - $626K
|
6.06K
$662K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.01K+ 142.51% |
$518K - $621K
|
10.2K
$1.12M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
5.97K+ 45.78% |
$515K - $617K
|
19K
$2.08M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.93K+ 30.32% |
$511K - $613K
|
25.5K
$2.79M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.93K+ 66.82% |
$511K - $613K
|
14.8K
$1.62M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.75K+ 7.52% |
$495K - $594K
|
82.1K
$8.98M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$490K - $588K
|
5.69K
$622K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.46K+ 11.15% |
$471K - $564K
|
54.4K
$5.95M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.32KNew |
$459K - $550K
|
5.32K
$582K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.29K+ 63.63% |
$456K - $547K
|
13.6K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
5.09KNew |
$439K - $526K
|
5.09K
$557K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.08KNew |
$438K - $525K
|
5.08K
$555K
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
5KNew |
$431K - $516K
|
5K
$546K
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.96K+ 4.41% |
$428K - $513K
|
117K
$12.8M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.93K+ 44.77% |
$425K - $509K
|
15.9K
$1.74M
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.92KNew |
$424K - $509K
|
4.92K
$538K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.73K+ 133.98% |
$408K - $489K
|
8.26K
$904K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4.71K+ 13.29% |
$406K - $487K
|
40.1K
$4.39M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$397K - $477K
|
4.61K
$504K
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.57KNew |
$394K - $472K
|
4.57K
$500K
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.47KNew |
$385K - $462K
|
4.47K
$489K
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$380K - $456K
|
4.41K
$483K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.41KNew |
$380K - $456K
|
4.41K
$483K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.36K+ 17.67% |
$375K - $450K
|
29K
$3.17M
|