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 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6New |
$526 - $573
|
6
$656
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$526 - $573
|
6
$656
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.03% |
$438 - $478
|
15K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.39% |
$438 - $478
|
1.29K
$141K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.16% |
$350 - $382
|
2.53K
$277K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4+ 0.07% |
$350 - $382
|
5.81K
$636K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.12% |
$350 - $382
|
3.28K
$359K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.03% |
$263 - $287
|
11.1K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3+ 0.85% |
$263 - $287
|
354
$38.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.58% |
$175 - $191
|
346
$37.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.07% |
$175 - $191
|
3.06K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.04% |
$87.6 - $95.6
|
2.75K
$301K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$87.6 - $95.6
|
3.32K
$363K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$87.6 - $95.6
|
14.8K
$1.62M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$87.6 - $95.6
|
3.81K
$417K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$87.6 - $95.6
|
2.53K
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$87.6 - $95.6
|
293
$32.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.79% |
$87.6 - $95.6
|
57
$6.24K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$87.6 - $95.6
|
2.62K
$287K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.27% |
$87.6 - $95.6
|
368
$40.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-8- 3.92% |
$701 - $764
|
196
$21.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-8- 0.08% |
$701 - $764
|
10.4K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-8- 0.06% |
$701 - $764
|
14.3K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9- 1.96% |
$788 - $860
|
450
$49.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 7.63% |
$876 - $956
|
121
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-12- 0.52% |
$1.05K - $1.15K
|
2.29K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13- 0.58% |
$1.14K - $1.24K
|
2.24K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-16- 3.69% |
$1.4K - $1.53K
|
418
$45.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.7% |
$1.4K - $1.53K
|
2.28K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16- 0.28% |
$1.4K - $1.53K
|
5.72K
$626K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-17- 0.67% |
$1.49K - $1.62K
|
2.52K
$275K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-20- 0.12% |
$1.75K - $1.91K
|
16.8K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-29- 0.35% |
$2.54K - $2.77K
|
8.27K
$905K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-30- 0.06% |
$2.63K - $2.87K
|
53.7K
$5.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-31- 0.28% |
$2.72K - $2.96K
|
11K
$1.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-35- 2.24% |
$3.07K - $3.34K
|
1.53K
$167K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-35- 8.05% |
$3.07K - $3.34K
|
400
$43.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.18% |
$3.15K - $3.44K
|
20K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-39- 0.2% |
$3.42K - $3.73K
|
19.8K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 0.1% |
$3.5K - $3.82K
|
41.7K
$4.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-40- 1.43% |
$3.5K - $3.82K
|
2.75K
$301K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 0.1% |
$3.5K - $3.82K
|
41.7K
$4.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-41- 0.54% |
$3.59K - $3.92K
|
7.53K
$823K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-41- 0.33% |
$3.59K - $3.92K
|
12.3K
$1.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-42- 0.62% |
$3.68K - $4.01K
|
6.68K
$731K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-43- 0.19% |
$3.77K - $4.11K
|
22.7K
$2.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44- 1.49% |
$3.85K - $4.2K
|
2.9K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-47- 11.49% |
$4.12K - $4.49K
|
362
$39.6K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-48- 1.06% |
$4.2K - $4.59K
|
4.48K
$490K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 59.52% |
$4.38K - $4.78K
|
34
$3.72K
|