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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
88+ 1.01% |
$7.71K - $8.41K
|
8.78K
$961K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
85+ 2.35% |
$7.45K - $8.12K
|
3.7K
$404K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
84+ 0.89% |
$7.36K - $8.03K
|
9.5K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
82+ 0.42% |
$7.18K - $7.84K
|
19.7K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
81New |
$7.09K - $7.74K
|
81
$8.86K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
74New |
$6.48K - $7.07K
|
74
$8.09K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
68New |
$5.96K - $6.5K
|
68
$7.44K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
59+ 2.31% |
$5.17K - $5.64K
|
2.61K
$286K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
57+ 0.78% |
$4.99K - $5.45K
|
7.35K
$804K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56+ 7.78% |
$4.91K - $5.35K
|
776
$84.9K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
54+ 1.19% |
$4.73K - $5.16K
|
4.61K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
54+ 2.39% |
$4.73K - $5.16K
|
2.31K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
52+ 0.13% |
$4.55K - $4.97K
|
38.9K
$4.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
52+ 0.25% |
$4.55K - $4.97K
|
21K
$2.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
52+ 104.0% |
$4.55K - $4.97K
|
102
$11.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50+ 1.03% |
$4.38K - $4.78K
|
4.89K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.03% |
$4.38K - $4.78K
|
4.92K
$539K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47+ 17.41% |
$4.12K - $4.49K
|
317
$34.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.89% |
$3.94K - $4.3K
|
2.42K
$265K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.42% |
$3.42K - $3.73K
|
9.31K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
32+ 47.76% |
$2.8K - $3.06K
|
99
$10.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
31+ 0.36% |
$2.72K - $2.96K
|
8.56K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 0.1% |
$2.63K - $2.87K
|
29.2K
$3.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
29+ 0.11% |
$2.54K - $2.77K
|
27.5K
$3.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
25+ 0.62% |
$2.19K - $2.39K
|
4.05K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
24+ 0.41% |
$2.1K - $2.29K
|
5.88K
$643K
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23+ 0.42% |
$2.01K - $2.2K
|
5.49K
$601K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
22+ 0.19% |
$1.93K - $2.1K
|
11.7K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
21+ 0.34% |
$1.84K - $2.01K
|
6.18K
$676K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.33% |
$1.84K - $2.01K
|
6.45K
$706K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21+ 1.43% |
$1.84K - $2.01K
|
1.49K
$163K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20+ 0.42% |
$1.75K - $1.91K
|
4.81K
$526K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.49% |
$1.75K - $1.91K
|
4.07K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
20+ 0.36% |
$1.75K - $1.91K
|
5.63K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.39% |
$1.58K - $1.72K
|
4.63K
$506K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15+ 0.31% |
$1.31K - $1.43K
|
4.85K
$530K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15+ 0.35% |
$1.31K - $1.43K
|
4.25K
$465K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 0.12% |
$1.31K - $1.43K
|
13K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 2.08% |
$1.23K - $1.34K
|
687
$75.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 0.34% |
$1.23K - $1.34K
|
4.14K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
13+ 0.42% |
$1.14K - $1.24K
|
3.13K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11+ 0.05% |
$963 - $1.05K
|
22K
$2.41M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.19% |
$963 - $1.05K
|
5.82K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
10+ 0.14% |
$876 - $956
|
7.21K
$789K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$876 - $956
|
10
$1.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.07% |
$788 - $860
|
12.3K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.45% |
$701 - $764
|
1.8K
$197K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
7+ 0.21% |
$613 - $669
|
3.4K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$613 - $669
|
7.17K
$784K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.16% |
$526 - $573
|
3.76K
$412K
|