Purchases and Sales Made in Q2 2023 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 2023. 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 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
972K+ 4941.43% |
$85.1M - $92.9M
|
992K
$108M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
716K+ 740.37% |
$62.7M - $68.4M
|
813K
$88.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
102KNew |
$8.97M - $9.79M
|
102K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.1K+ 70.99% |
$4.82M - $5.26M
|
133K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52KNew |
$4.55M - $4.97M
|
52K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47.8K+ 31.45% |
$4.18M - $4.56M
|
200K
$21.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
45.6KNew |
$4M - $4.36M
|
45.6K
$4.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.6KNew |
$3.29M - $3.59M
|
37.6K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
34.5K+ 10.42% |
$3.02M - $3.3M
|
366K
$39.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
31.1KNew |
$2.73M - $2.98M
|
31.1K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.4KNew |
$2.66M - $2.91M
|
30.4K
$3.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.2K+ 2.07% |
$2.65M - $2.89M
|
1.49M
$162M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
27.6K+ 1.95% |
$2.42M - $2.64M
|
1.44M
$157M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
27.2KNew |
$2.38M - $2.6M
|
27.2K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.6K+ 11.5% |
$2.06M - $2.25M
|
228K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20K+ 16.25% |
$1.75M - $1.91M
|
143K
$15.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 3.78% |
$1.54M - $1.68M
|
484K
$52.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.6KNew |
$1.54M - $1.68M
|
17.6K
$1.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
16.8KNew |
$1.47M - $1.6M
|
16.8K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16.3K+ 15667.31% |
$1.43M - $1.56M
|
16.4K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.2K+ 16.71% |
$1.25M - $1.36M
|
99.5K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 6.06% |
$1.16M - $1.27M
|
233K
$25.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$1.02M - $1.11M
|
11.6K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11K+ 6.96% |
$968K - $1.06M
|
170K
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 164.65% |
$909K - $992K
|
16.7K
$1.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
9.93K+ 3.56% |
$869K - $949K
|
289K
$31.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
9.8K+ 25.98% |
$858K - $936K
|
47.5K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.73K+ 56.99% |
$852K - $930K
|
26.8K
$2.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
9.26K+ 11.94% |
$811K - $885K
|
86.8K
$9.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
9.21K+ 58.43% |
$806K - $880K
|
25K
$2.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
8.83K+ 20.92% |
$774K - $844K
|
51.1K
$5.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.67K+ 67.68% |
$759K - $829K
|
21.5K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
8.59KNew |
$752K - $821K
|
8.59K
$935K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
8.11K+ 9.88% |
$711K - $775K
|
90.2K
$9.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.09K+ 57.25% |
$708K - $773K
|
22.2K
$2.42M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
7.94K+ 21.04% |
$695K - $758K
|
45.6K
$4.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.74K+ 0.9% |
$678K - $739K
|
869K
$94.6M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.33KNew |
$642K - $701K
|
7.33K
$798K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.02KNew |
$615K - $671K
|
7.02K
$764K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.94K+ 7.45% |
$608K - $663K
|
100K
$10.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.75K+ 137.08% |
$591K - $645K
|
11.7K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.64K+ 4.83% |
$582K - $634K
|
144K
$15.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
6.47K+ 2.8% |
$567K - $618K
|
237K
$25.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.34K+ 125.63% |
$555K - $606K
|
11.4K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
6.14K+ 7.9% |
$538K - $587K
|
83.8K
$9.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.93K+ 16.5% |
$519K - $567K
|
41.9K
$4.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.59K+ 55.4% |
$489K - $534K
|
15.7K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.42KNew |
$475K - $518K
|
5.42K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.37K+ 10.0% |
$471K - $513K
|
59.1K
$6.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.34K+ 31.07% |
$468K - $510K
|
22.5K
$2.45M
|