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
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
35+ 0.31% |
$2.89K - $3.55K
|
11.2K
$1.22M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 10.59% |
$2.8K - $3.44K
|
355
$38.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
31+ 0.16% |
$2.56K - $3.14K
|
19.8K
$2.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31New |
$2.56K - $3.14K
|
31
$3.37K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
31+ 0.12% |
$2.56K - $3.14K
|
25.2K
$2.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
29+ 0.61% |
$2.39K - $2.94K
|
4.76K
$519K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.12% |
$2.31K - $2.84K
|
22.8K
$2.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
28+ 0.62% |
$2.31K - $2.84K
|
4.58K
$498K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25+ 0.38% |
$2.06K - $2.53K
|
6.66K
$725K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
24New |
$1.98K - $2.43K
|
24
$2.61K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
24+ 0.6% |
$1.98K - $2.43K
|
4.03K
$438K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 0.33% |
$1.73K - $2.13K
|
6.46K
$703K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
20+ 20.83% |
$1.65K - $2.03K
|
116
$12.6K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19+ 0.74% |
$1.57K - $1.93K
|
2.58K
$281K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
18+ 0.6% |
$1.48K - $1.82K
|
3.01K
$328K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
18+ 0.6% |
$1.48K - $1.82K
|
3.03K
$330K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.26% |
$1.32K - $1.62K
|
6.09K
$663K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
12+ 0.22% |
$989 - $1.22K
|
5.4K
$588K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12+ 0.16% |
$989 - $1.22K
|
7.42K
$807K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.03% |
$907 - $1.11K
|
33.2K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.62% |
$907 - $1.11K
|
1.79K
$194K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.63% |
$907 - $1.11K
|
1.75K
$190K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.2% |
$825 - $1.01K
|
4.92K
$536K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10+ 0.22% |
$825 - $1.01K
|
4.63K
$504K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.26% |
$742 - $912
|
3.46K
$376K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$660 - $811
|
14.7K
$1.6M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.18% |
$495 - $608
|
3.31K
$360K
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5+ 0.07% |
$412 - $507
|
7.29K
$794K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.05% |
$412 - $507
|
11K
$1.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5+ 0.08% |
$412 - $507
|
5.97K
$649K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4+ 0.08% |
$330 - $405
|
5.25K
$572K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 0.7% |
$330 - $405
|
577
$62.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.27% |
$165 - $203
|
738
$80.3K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.63% |
$165 - $203
|
318
$34.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$165 - $203
|
3.76K
$409K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.23% |
$82.5 - $101
|
440
$47.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.23% |
$82.5 - $101
|
432
$47K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$82.5 - $101
|
3.32K
$361K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.11% |
$82.5 - $101
|
910
$99.1K
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4- 0.1% |
$330 - $405
|
3.88K
$422K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5- 0.99% |
$412 - $507
|
500
$54.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 9.26% |
$412 - $507
|
49
$5.33K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7- 0.16% |
$577 - $709
|
4.4K
$479K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 0.26% |
$660 - $811
|
3.09K
$337K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-9- 0.69% |
$742 - $912
|
1.3K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 0.13% |
$825 - $1.01K
|
7.61K
$829K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13- 0.28% |
$1.07K - $1.32K
|
4.64K
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-15- 3.98% |
$1.24K - $1.52K
|
362
$39.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 0.88% |
$1.48K - $1.82K
|
2.04K
$222K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19Closed |
$1.57K - $1.93K
|
0
$0
|