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
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.05K- 13.49% |
$169K - $208K
|
13.1K
$1.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-2.06K- 7.46% |
$170K - $209K
|
25.5K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.07KClosed |
$171K - $210K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.08K- 45.54% |
$172K - $211K
|
2.49K
$271K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.12K- 23.64% |
$175K - $215K
|
6.86K
$747K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.13K- 2.43% |
$176K - $216K
|
85.6K
$9.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.14K- 18.01% |
$176K - $217K
|
9.73K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.19K- 1.03% |
$180K - $221K
|
209K
$22.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.19K- 1.0% |
$181K - $222K
|
217K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.3K- 7.47% |
$190K - $233K
|
28.5K
$3.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.31KClosed |
$191K - $234K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.35K- 5.22% |
$194K - $238K
|
42.6K
$4.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.36K- 98.41% |
$194K - $239K
|
38
$4.14K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-2.42K- 40.08% |
$199K - $245K
|
3.62K
$394K
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.44KClosed |
$201K - $247K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.61K- 3.67% |
$215K - $264K
|
68.3K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.62K- 0.88% |
$216K - $266K
|
294K
$32M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.64K- 2.63% |
$218K - $267K
|
97.7K
$10.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.71K- 20.28% |
$224K - $275K
|
10.7K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.76K- 5.33% |
$228K - $280K
|
49K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.76K- 17.35% |
$228K - $280K
|
13.2K
$1.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 2.69% |
$231K - $283K
|
101K
$11M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.92K- 12.03% |
$241K - $296K
|
21.4K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.95K- 60.79% |
$243K - $298K
|
1.9K
$207K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.96K- 2.86% |
$244K - $300K
|
101K
$10.9M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-2.96K- 3.63% |
$244K - $300K
|
78.6K
$8.55M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.03K- 36.06% |
$250K - $307K
|
5.38K
$585K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.12K- 55.94% |
$258K - $317K
|
2.46K
$268K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.13K- 7.48% |
$258K - $318K
|
38.8K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.23K- 14.97% |
$266K - $327K
|
18.3K
$1.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.36K- 40.69% |
$277K - $341K
|
4.9K
$534K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.38K- 2.12% |
$279K - $343K
|
156K
$17M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.52K- 15.66% |
$290K - $356K
|
18.9K
$2.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.58K- 4.63% |
$295K - $363K
|
73.7K
$8.02M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.77K- 13.0% |
$311K - $382K
|
25.2K
$2.75M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.93K- 10.48% |
$324K - $398K
|
33.5K
$3.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.08K- 8.78% |
$337K - $414K
|
42.4K
$4.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.17K- 0.99% |
$344K - $422K
|
417K
$45.3M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.25K- 57.63% |
$351K - $431K
|
3.13K
$341K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.38K- 51.58% |
$361K - $444K
|
4.11K
$448K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-4.4K- 56.76% |
$363K - $446K
|
3.35K
$365K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.72KClosed |
$389K - $478K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.05K- 75.24% |
$416K - $511K
|
1.66K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.08KClosed |
$419K - $515K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.25K- 4.76% |
$433K - $532K
|
105K
$11.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.29K- 66.76% |
$436K - $536K
|
2.64K
$287K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.51K- 47.63% |
$454K - $558K
|
6.05K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.66K- 38.24% |
$466K - $573K
|
9.14K
$995K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.72K- 5.79% |
$472K - $580K
|
93.1K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.84K- 13.9% |
$481K - $591K
|
36.1K
$3.93M
|