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 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
316+ 10533.33% |
$26.1K - $32K
|
319
$34.9K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
315New |
$26K - $31.9K
|
315
$34.5K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
304+ 55.27% |
$25.1K - $30.8K
|
854
$93.4K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
254+ 0.35% |
$20.9K - $25.7K
|
73.8K
$8.07M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
254+ 36.34% |
$20.9K - $25.7K
|
953
$104K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
250+ 6.81% |
$20.6K - $25.3K
|
3.92K
$429K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
249+ 9.15% |
$20.5K - $25.2K
|
2.97K
$325K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
236+ 31.18% |
$19.5K - $23.9K
|
993
$109K
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
220+ 2.1% |
$18.1K - $22.3K
|
10.7K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 11.22% |
$17.7K - $21.8K
|
2.13K
$233K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 1.57% |
$16.5K - $20.3K
|
12.9K
$1.41M
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
193New |
$15.9K - $19.6K
|
193
$21.1K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
180New |
$14.8K - $18.2K
|
180
$19.7K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
175+ 0.59% |
$14.4K - $17.7K
|
29.6K
$3.24M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
171+ 1.7% |
$14.1K - $17.3K
|
10.2K
$1.12M
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 10.55% |
$14K - $17.2K
|
1.78K
$195K
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
169+ 2.72% |
$13.9K - $17.1K
|
6.37K
$697K
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
168+ 1.16% |
$13.9K - $17K
|
14.7K
$1.6M
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
161+ 0.25% |
$13.3K - $16.3K
|
64.4K
$7.04M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
159+ 2.93% |
$13.1K - $16.1K
|
5.59K
$611K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
158+ 81.44% |
$13K - $16K
|
352
$38.5K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
157+ 1.58% |
$12.9K - $15.9K
|
10.1K
$1.1M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
151New |
$12.4K - $15.3K
|
151
$16.5K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
126+ 0.23% |
$10.4K - $12.8K
|
55K
$6.02M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
123+ 0.32% |
$10.1K - $12.5K
|
38.7K
$4.23M
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
122+ 38.13% |
$10.1K - $12.4K
|
442
$48.4K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
121+ 109.01% |
$9.98K - $12.3K
|
232
$25.4K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
114+ 0.75% |
$9.4K - $11.6K
|
15.2K
$1.67M
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
105+ 2.03% |
$8.66K - $10.6K
|
5.28K
$578K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 47.62% |
$8.25K - $10.1K
|
310
$33.9K
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
98+ 1.96% |
$8.08K - $9.93K
|
5.09K
$557K
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
97+ 2.52% |
$8K - $9.83K
|
3.94K
$431K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
97+ 0.76% |
$8K - $9.83K
|
12.9K
$1.41M
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
85+ 1.75% |
$7.01K - $8.61K
|
4.95K
$542K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75+ 0.24% |
$6.18K - $7.6K
|
31.6K
$3.45M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 2.28% |
$5.94K - $7.3K
|
3.23K
$353K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
71+ 0.7% |
$5.85K - $7.19K
|
10.2K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
71+ 1.89% |
$5.85K - $7.19K
|
3.83K
$419K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
69+ 1.01% |
$5.69K - $6.99K
|
6.9K
$754K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
64+ 0.17% |
$5.28K - $6.48K
|
37.4K
$4.09M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
62+ 1.9% |
$5.11K - $6.28K
|
3.32K
$363K
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
55+ 1.9% |
$4.53K - $5.57K
|
2.95K
$323K
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
53+ 0.81% |
$4.37K - $5.37K
|
6.56K
$718K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50New |
$4.12K - $5.07K
|
50
$5.47K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48+ 39.34% |
$3.96K - $4.86K
|
170
$18.6K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
44+ 1.47% |
$3.63K - $4.46K
|
3.03K
$332K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
41+ 0.89% |
$3.38K - $4.15K
|
4.66K
$509K
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
40+ 0.18% |
$3.3K - $4.05K
|
21.9K
$2.39M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
38+ 0.62% |
$3.13K - $3.85K
|
6.12K
$670K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
36New |
$2.97K - $3.65K
|
36
$3.94K
|