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 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-570- 11.97% |
$47K - $57.8K
|
4.19K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-589- 3.29% |
$48.6K - $59.7K
|
17.3K
$1.89M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-599- 1.36% |
$49.4K - $60.7K
|
43.4K
$4.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-599- 1.36% |
$49.4K - $60.7K
|
43.4K
$4.72M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-634- 11.85% |
$52.3K - $64.2K
|
4.72K
$513K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-645- 3.64% |
$53.2K - $65.4K
|
17.1K
$1.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
SELL
|
- |
-647- 17.45% |
$53.3K - $65.6K
|
3.06K
$333K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-656- 3.94% |
$54.1K - $66.5K
|
16K
$1.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-670- 92.03% |
$55.2K - $67.9K
|
58
$6.31K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-678- 6.96% |
$55.9K - $68.7K
|
9.06K
$986K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-705- 6.28% |
$58.1K - $71.4K
|
10.5K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-717- 1.82% |
$59.1K - $72.6K
|
38.8K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-722- 3.48% |
$59.5K - $73.2K
|
20K
$2.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-723- 2.81% |
$59.6K - $73.3K
|
25K
$2.72M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-738- 47.19% |
$60.8K - $74.8K
|
826
$89.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-740- 1.15% |
$61K - $75K
|
63.5K
$6.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-777- 4.07% |
$64.1K - $78.7K
|
18.3K
$2M
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-788- 3.97% |
$65K - $79.8K
|
19.1K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-800Closed |
$66K - $81.1K
|
0
$0
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-803- 7.39% |
$66.2K - $81.4K
|
10.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-884- 16.79% |
$72.9K - $89.6K
|
4.38K
$477K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1K- 11.11% |
$82.6K - $102K
|
8.02K
$873K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-1.04K- 6.04% |
$86.1K - $106K
|
16.2K
$1.77M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.07K- 3.02% |
$88.1K - $108K
|
34.3K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 17.21% |
$88.4K - $109K
|
5.16K
$561K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.08K- 1.4% |
$89.3K - $110K
|
76.1K
$8.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.09K- 73.15% |
$89.9K - $110K
|
400
$43.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.12K- 2.06% |
$92.4K - $114K
|
53.3K
$5.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.19K- 20.45% |
$98K - $120K
|
4.62K
$503K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.26K- 24.67% |
$103K - $127K
|
3.83K
$417K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.27K- 12.21% |
$104K - $128K
|
9.11K
$991K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.34K- 7.84% |
$111K - $136K
|
15.8K
$1.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.36K- 3.5% |
$112K - $138K
|
37.5K
$4.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.37K- 10.66% |
$113K - $139K
|
11.5K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.38K- 3.42% |
$114K - $140K
|
39K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.42K- 80.8% |
$117K - $144K
|
337
$36.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.48K- 32.41% |
$122K - $150K
|
3.09K
$336K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.52K- 0.66% |
$125K - $154K
|
230K
$25M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 15.03% |
$130K - $160K
|
8.94K
$973K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.59K- 6.6% |
$131K - $161K
|
22.5K
$2.45M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 20.82% |
$135K - $166K
|
6.25K
$680K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 39.62% |
$138K - $169K
|
2.55K
$277K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.71K- 3.59% |
$141K - $173K
|
45.9K
$5M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.71K- 1.78% |
$141K - $173K
|
94.4K
$10.3M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.95K- 19.12% |
$161K - $198K
|
8.27K
$900K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.99K- 0.59% |
$164K - $201K
|
335K
$36.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2K- 94.88% |
$165K - $203K
|
108
$11.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.02K- 12.07% |
$166K - $204K
|
14.7K
$1.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.02K- 2.0% |
$167K - $205K
|
98.9K
$10.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.03K- 14.71% |
$167K - $206K
|
11.8K
$1.28M
|