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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.44K+ 39.6% |
$118K - $145K
|
5.06K
$492K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 3.2% |
$116K - $142K
|
45.3K
$4.4M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.4K+ 10.31% |
$116K - $142K
|
15K
$1.46M
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$115K - $142K
|
1.4K
$136K
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
1.34K+ 10.98% |
$110K - $135K
|
13.5K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 1.44% |
$97K - $119K
|
82.8K
$8.05M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.17K+ 12.17% |
$96.1K - $118K
|
10.7K
$1.04M
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 5.15% |
$89.6K - $110K
|
22.2K
$2.16M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.08K+ 2.68% |
$88.7K - $109K
|
41.2K
$4.01M
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.06K+ 6.59% |
$87.1K - $107K
|
17.1K
$1.66M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.04K+ 1.37% |
$86.1K - $106K
|
77.4K
$7.53M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.03K+ 11.56% |
$84.5K - $104K
|
9.89K
$961K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1K+ 1.62% |
$82.7K - $102K
|
62.9K
$6.12M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
903+ 3010.0% |
$74.5K - $91.5K
|
933
$90.7K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
900+ 978.26% |
$74.2K - $91.2K
|
992
$96.4K
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
889+ 4.45% |
$73.3K - $90.1K
|
20.9K
$2.03M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
874+ 1.26% |
$72.1K - $88.6K
|
70.3K
$6.83M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
820New |
$67.6K - $83.1K
|
820
$79.7K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
812+ 438.92% |
$66.9K - $82.3K
|
997
$96.9K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
755+ 20.44% |
$62.2K - $76.5K
|
4.45K
$432K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
700+ 5.32% |
$57.7K - $70.9K
|
13.9K
$1.35M
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
683+ 1.27% |
$56.3K - $69.2K
|
54.6K
$5.31M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
683+ 1.12% |
$56.3K - $69.2K
|
61.9K
$6.01M
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
681+ 4.08% |
$56.1K - $69K
|
17.4K
$1.69M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
674+ 4.9% |
$55.6K - $68.3K
|
14.4K
$1.4M
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
663+ 1.41% |
$54.7K - $67.2K
|
47.7K
$4.64M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
644+ 17.8% |
$53.1K - $65.3K
|
4.26K
$414K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
626+ 2.76% |
$51.6K - $63.4K
|
23.3K
$2.27M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
626+ 13.86% |
$51.6K - $63.4K
|
5.14K
$500K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
590+ 4.4% |
$48.6K - $59.8K
|
14K
$1.36M
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
586+ 1.49% |
$48.3K - $59.4K
|
40K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
553+ 158.91% |
$45.6K - $56K
|
901
$87.6K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
545+ 0.06% |
$44.9K - $55.2K
|
850K
$82.6M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
518+ 2.7% |
$42.7K - $52.5K
|
19.7K
$1.91M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
517New |
$42.6K - $52.4K
|
517
$50.2K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
490+ 15.43% |
$40.4K - $49.6K
|
3.67K
$356K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
481New |
$39.7K - $48.7K
|
481
$46.7K
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
474+ 3.65% |
$39.1K - $48K
|
13.5K
$1.31M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
469+ 586.25% |
$38.7K - $47.5K
|
549
$53.4K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
435+ 7.28% |
$35.9K - $44.1K
|
6.41K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
417+ 1.68% |
$34.4K - $42.3K
|
25.3K
$2.45M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
404+ 2.79% |
$33.3K - $40.9K
|
14.9K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
400+ 14.45% |
$33K - $40.5K
|
3.17K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
390+ 0.76% |
$32.2K - $39.5K
|
52K
$5.06M
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
367+ 4.09% |
$30.3K - $37.2K
|
9.34K
$907K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
356+ 2.95% |
$29.4K - $36.1K
|
12.4K
$1.21M
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
337+ 0.52% |
$27.8K - $34.1K
|
65.7K
$6.38M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
335+ 6.59% |
$27.6K - $33.9K
|
5.42K
$527K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
333+ 1.15% |
$27.5K - $33.7K
|
29.3K
$2.84M
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
318+ 0.59% |
$26.2K - $32.2K
|
54.3K
$5.28M
|