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 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.03K- 2.05% |
$497K - $611K
|
288K
$31.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-6.47K- 8.41% |
$533K - $656K
|
70.5K
$7.67M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.77K- 35.61% |
$559K - $686K
|
12.2K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.78K- 53.94% |
$559K - $687K
|
5.79K
$631K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.79K- 62.38% |
$560K - $688K
|
4.1K
$446K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.79K- 62.38% |
$560K - $688K
|
4.1K
$446K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-7.33K- 5.96% |
$604K - $742K
|
116K
$12.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.7K- 63.14% |
$635K - $780K
|
4.49K
$489K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.74K- 52.62% |
$638K - $784K
|
6.97K
$758K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.05K- 27.54% |
$664K - $816K
|
21.2K
$2.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-8.74K- 0.7% |
$721K - $886K
|
1.25M
$136M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-9.08K- 65.29% |
$748K - $919K
|
4.82K
$525K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-9.58K- 11.31% |
$790K - $971K
|
75.1K
$8.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.65K- 40.86% |
$795K - $978K
|
14K
$1.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-9.91K- 79.22% |
$817K - $1M
|
2.6K
$283K
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-10.6K- 23.09% |
$871K - $1.07M
|
35.2K
$3.83M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-11.2K- 19.95% |
$925K - $1.14M
|
45K
$4.9M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.3K- 47.63% |
$932K - $1.14M
|
12.4K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.3K- 7.39% |
$935K - $1.15M
|
142K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.7K- 27.37% |
$961K - $1.18M
|
30.9K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.7K- 94.55% |
$964K - $1.18M
|
674
$73.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 28.64% |
$975K - $1.2M
|
29.4K
$3.21M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 24.81% |
$995K - $1.22M
|
36.6K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.5K- 33.55% |
$1.03M - $1.27M
|
24.7K
$2.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12.8K- 68.65% |
$1.06M - $1.3M
|
5.86K
$638K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 58.72% |
$1.12M - $1.37M
|
9.53K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.2K- 45.2% |
$1.17M - $1.44M
|
17.2K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-15.5K- 42.51% |
$1.28M - $1.57M
|
21K
$2.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.2K- 63.22% |
$1.34M - $1.64M
|
9.42K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.6K- 4.73% |
$1.37M - $1.68M
|
335K
$36.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.9K- 22.42% |
$1.39M - $1.71M
|
58.5K
$6.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17K- 70.08% |
$1.4M - $1.72M
|
7.25K
$789K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.3K- 17.56% |
$1.43M - $1.75M
|
81.2K
$8.83M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-17.9K- 24.97% |
$1.47M - $1.81M
|
53.7K
$5.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.2K- 5.35% |
$1.5M - $1.85M
|
322K
$35.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-18.8K- 98.75% |
$1.55M - $1.9M
|
238
$25.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.4K- 50.3% |
$1.85M - $2.27M
|
22.1K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.5K- 2.91% |
$1.94M - $2.38M
|
783K
$85.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-23.6K- 89.68% |
$1.95M - $2.39M
|
2.72K
$296K
|
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-25.5KClosed |
$2.1M - $2.58M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.3K- 86.2% |
$2.17M - $2.66M
|
4.21K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-27.3K- 66.85% |
$2.25M - $2.77M
|
13.5K
$1.47M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-28K- 52.95% |
$2.31M - $2.84M
|
24.9K
$2.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.4K- 59.11% |
$2.34M - $2.87M
|
19.6K
$2.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-29.9K- 40.01% |
$2.46M - $3.03M
|
44.8K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-31.1K- 2.75% |
$2.57M - $3.16M
|
1.1M
$120M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-31.5K- 30.77% |
$2.59M - $3.19M
|
70.8K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-31.7K- 89.8% |
$2.61M - $3.21M
|
3.6K
$392K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-31.8K- 98.62% |
$2.62M - $3.22M
|
446
$48.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-33.9K- 89.43% |
$2.8M - $3.44M
|
4.01K
$436K
|