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 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.49K+ 5.05% |
$215K - $257K
|
51.8K
$5.66M
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.45K+ 5.65% |
$211K - $253K
|
45.7K
$5M
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.44KNew |
$210K - $252K
|
2.44K
$267K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.44K+ 2.49% |
$210K - $252K
|
100K
$11M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.41KNew |
$208K - $249K
|
2.41K
$264K
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.41KNew |
$207K - $249K
|
2.41K
$263K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.4KNew |
$206K - $248K
|
2.4K
$262K
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$203K - $244K
|
2.36K
$258K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.33K+ 24.38% |
$201K - $240K
|
11.9K
$1.3M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 11.14% |
$200K - $240K
|
23.2K
$2.54M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$199K - $239K
|
2.31K
$253K
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.3KNew |
$198K - $238K
|
2.3K
$252K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.29KNew |
$198K - $237K
|
2.29K
$251K
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.29KNew |
$198K - $237K
|
2.29K
$251K
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.19K+ 13.6% |
$189K - $226K
|
18.3K
$2M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.15K+ 2.71% |
$185K - $222K
|
81.6K
$8.93M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 50.77% |
$181K - $217K
|
6.23K
$681K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.08K+ 125.0% |
$179K - $214K
|
3.74K
$409K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
2.04K+ 17.29% |
$175K - $210K
|
13.8K
$1.51M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2K+ 1851.85% |
$172K - $207K
|
2.11K
$231K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.84K+ 22.01% |
$159K - $191K
|
10.2K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76KNew |
$151K - $181K
|
1.76K
$192K
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.68K+ 11.86% |
$145K - $174K
|
15.8K
$1.73M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.63K+ 74.54% |
$140K - $168K
|
3.81K
$416K
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 20.49% |
$140K - $168K
|
9.55K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.56K+ 8.86% |
$134K - $161K
|
19.1K
$2.09M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.55KNew |
$133K - $160K
|
1.55K
$169K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 18.94% |
$117K - $140K
|
8.49K
$929K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.33KNew |
$115K - $137K
|
1.33K
$145K
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.29K+ 1.6% |
$111K - $133K
|
81.5K
$8.92M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.28K+ 53.51% |
$110K - $132K
|
3.67K
$402K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.27K+ 0.59% |
$110K - $131K
|
216K
$23.6M
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.23K+ 5.23% |
$106K - $127K
|
24.7K
$2.7M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.2KNew |
$103K - $124K
|
1.2K
$131K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 41.68% |
$103K - $124K
|
4.07K
$445K
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.2K+ 25.89% |
$103K - $124K
|
5.81K
$636K
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 3.12% |
$103K - $123K
|
39.5K
$4.32M
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.09K+ 272.5% |
$94K - $113K
|
1.49K
$163K
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
1.06K+ 9.55% |
$91.4K - $110K
|
12.2K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 42.71% |
$90.9K - $109K
|
3.52K
$385K
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.03K+ 10.86% |
$88.6K - $106K
|
10.5K
$1.15M
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.02K+ 8.69% |
$88.2K - $106K
|
12.8K
$1.4M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1K+ 12.5% |
$86.4K - $104K
|
9.02K
$986K
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1K+ 26.81% |
$86.3K - $103K
|
4.73K
$518K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
988+ 1.04% |
$85.2K - $102K
|
96.2K
$10.5M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
979+ 14.17% |
$84.4K - $101K
|
7.89K
$863K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
970+ 4.35% |
$83.6K - $100K
|
23.3K
$2.55M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
960+ 13.27% |
$82.8K - $99.2K
|
8.19K
$896K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
933+ 1.29% |
$80.4K - $96.4K
|
73.5K
$8.04M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
909+ 23.58% |
$78.4K - $94K
|
4.76K
$521K
|