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 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.9K- 47.92% |
$2.8M - $3.44M
|
36.9K
$4.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.1K- 23.89% |
$2.98M - $3.66M
|
115K
$12.6M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4KClosed |
$3.08M - $3.79M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-38.5K- 74.67% |
$3.17M - $3.9M
|
13.1K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.1K- 60.86% |
$3.47M - $4.27M
|
27.1K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-42.7K- 80.42% |
$3.52M - $4.33M
|
10.4K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-43.3K- 43.67% |
$3.57M - $4.39M
|
55.9K
$6.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.3K- 17.28% |
$3.65M - $4.49M
|
212K
$23.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-49.2K- 98.86% |
$4.06M - $4.99M
|
570
$62.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-49.7K- 70.75% |
$4.1M - $5.04M
|
20.6K
$2.25M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-51.8K- 51.82% |
$4.27M - $5.25M
|
48.2K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52.1K- 94.76% |
$4.3M - $5.28M
|
2.88K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-53.9K- 52.56% |
$4.44M - $5.46M
|
48.6K
$5.32M
|
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-74.1K- 90.1% |
$6.11M - $7.5M
|
8.14K
$890K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-78.4K- 3.95% |
$6.46M - $7.94M
|
1.9M
$208M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.2K- 13.41% |
$6.69M - $8.23M
|
525K
$57.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-84.2K- 85.75% |
$6.95M - $8.54M
|
14K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-94.1K- 82.96% |
$7.76M - $9.53M
|
19.3K
$2.11M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-95.3KClosed |
$7.85M - $9.65M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-110K- 33.18% |
$9.04M - $11.1M
|
221K
$24.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-114K- 19.61% |
$9.37M - $11.5M
|
466K
$50.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-124K- 94.76% |
$10.2M - $12.5M
|
6.83K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-124K- 83.24% |
$10.2M - $12.6M
|
25K
$2.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-174K- 99.81% |
$14.4M - $17.7M
|
337
$36.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-207K- 74.33% |
$17.1M - $21M
|
71.5K
$7.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-303K- 78.87% |
$25M - $30.7M
|
81.1K
$8.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-363K- 80.26% |
$29.9M - $36.7M
|
89.2K
$9.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-402K- 29.79% |
$33.1M - $40.7M
|
947K
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-490K- 83.91% |
$40.4M - $49.6M
|
94K
$10.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-498K- 71.78% |
$41M - $50.4M
|
196K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-538K- 95.47% |
$44.3M - $54.5M
|
25.5K
$2.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-556K- 39.6% |
$45.8M - $56.3M
|
848K
$92.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-622K- 99.11% |
$51.3M - $63M
|
5.56K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-633K- 71.91% |
$52.2M - $64.1M
|
247K
$27M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-818K- 37.92% |
$67.4M - $82.8M
|
1.34M
$146M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-821K- 97.51% |
$67.7M - $83.2M
|
21K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-822K- 99.61% |
$67.8M - $83.3M
|
3.19K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-836K- 16.52% |
$69M - $84.7M
|
4.23M
$462M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-880K- 19.48% |
$72.5M - $89.2M
|
3.64M
$398M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-945K- 99.04% |
$77.9M - $95.8M
|
9.2K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4M- 59.33% |
$115M - $142M
|
960K
$105M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.06M- 79.69% |
$500M - $614M
|
1.54M
$169M
|