Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
518KNew |
$42.7M - $52.5M
|
518K
$56.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
102KNew |
$8.41M - $10.3M
|
102K
$11.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
75.9K+ 5708.95% |
$6.26M - $7.69M
|
77.3K
$8.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
70.7KNew |
$5.83M - $7.17M
|
70.7K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.3KNew |
$5.63M - $6.92M
|
68.3K
$7.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
66.5K+ 13.36% |
$5.49M - $6.74M
|
564K
$61.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.8K+ 11.15% |
$5.18M - $6.37M
|
627K
$68.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
59.5K+ 26.54% |
$4.91M - $6.03M
|
284K
$30.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
56.1K+ 65.12% |
$4.63M - $5.69M
|
142K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53.8K+ 134.16% |
$4.44M - $5.45M
|
93.9K
$10.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
45.3KNew |
$3.74M - $4.59M
|
45.3K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.8KNew |
$3.45M - $4.24M
|
41.8K
$4.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
40.8KNew |
$3.36M - $4.13M
|
40.8K
$4.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.4K+ 21.98% |
$3.17M - $3.89M
|
213K
$23.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 10.55% |
$2.68M - $3.29M
|
341K
$37.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
19.8K+ 29.45% |
$1.63M - $2.01M
|
87.1K
$9.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
18.7KNew |
$1.54M - $1.9M
|
18.7K
$2.04M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.2KNew |
$1.5M - $1.84M
|
18.2K
$1.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.4K+ 50.64% |
$1.43M - $1.76M
|
51.7K
$5.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.7K+ 1.61% |
$1.38M - $1.69M
|
1.05M
$115M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.5K+ 25.93% |
$1.36M - $1.67M
|
80.1K
$8.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
14.8KNew |
$1.22M - $1.5M
|
14.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$1.16M - $1.42M
|
14K
$1.53M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14K+ 11.14% |
$1.15M - $1.41M
|
139K
$15.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 4.7% |
$1.06M - $1.3M
|
286K
$31.1M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 4.7% |
$1.06M - $1.3M
|
286K
$31.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$1.04M - $1.28M
|
12.6K
$1.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
11.6K+ 12.17% |
$959K - $1.18M
|
107K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.8KNew |
$888K - $1.09M
|
10.8K
$1.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10.4K+ 33.63% |
$855K - $1.05M
|
41.2K
$4.48M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
10.3K+ 17.75% |
$847K - $1.04M
|
68.1K
$7.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10.1K+ 26.66% |
$835K - $1.03M
|
48.1K
$5.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.51K+ 76.32% |
$784K - $964K
|
22K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9K+ 864.55% |
$742K - $912K
|
10K
$1.09M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.85K+ 7.54% |
$730K - $897K
|
126K
$13.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
8.85K+ 2.98% |
$730K - $897K
|
305K
$33.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
8.8K+ 7.14% |
$725K - $892K
|
132K
$14.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
8.41K+ 0.68% |
$693K - $852K
|
1.25M
$136M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.95K+ 161.65% |
$656K - $806K
|
12.9K
$1.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.78K+ 4.12% |
$641K - $788K
|
197K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.59K+ 2.69% |
$626K - $769K
|
290K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.19KNew |
$593K - $729K
|
7.19K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.81KNew |
$562K - $690K
|
6.81K
$742K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.74K+ 7.86% |
$556K - $683K
|
92.6K
$10.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.35K+ 11.35% |
$524K - $644K
|
62.3K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
6.33KNew |
$522K - $642K
|
6.33K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.24KNew |
$515K - $633K
|
6.24K
$680K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6.18K+ 162.59% |
$510K - $626K
|
9.98K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.02K+ 1.74% |
$496K - $610K
|
351K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.62K+ 7.71% |
$463K - $570K
|
78.5K
$8.54M
|