Purchases and Sales Made in Q3 2023 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q3 2023. 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 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

BUY
 -
5.53K
+ 10.43%
$485K - $557K
58.5K $6.4M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
5.34K
+ 23.32%
$468K - $538K
28.2K $3.09M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.29K
New
$376K - $433K
4.29K $469K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
4.19K
New
$367K - $422K
4.19K $458K
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
3.77K
New
$331K - $380K
3.77K $413K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
3.62K
+ 9.17%
$317K - $365K
43.1K $4.71M
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
3.53K
New
$309K - $356K
3.53K $386K
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.52K
New
$308K - $355K
3.52K $385K
Nov 08, 2023 Q3 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
3.5K
New
$307K - $353K
3.5K $383K
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
3.41K
New
$299K - $344K
3.41K $373K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.31K
+ 91.52%
$290K - $334K
6.93K $758K
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
3.31K
New
$290K - $333K
3.31K $362K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
3.27K
+ 5.54%
$287K - $330K
62.4K $6.82M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
3.16K
New
$277K - $318K
3.16K $345K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
3.15K
+ 129.18%
$276K - $317K
5.59K $611K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.14K
+ 11.27%
$275K - $317K
31K $3.39M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
3.11K
New
$273K - $314K
3.11K $340K
Oct 18, 2023 Q3 2023
Liberty Capital Management, Inc.

BUY
 -
3.05K
+ 7.04%
$267K - $307K
46.3K $5.07M
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
3K
+ 250.0%
$263K - $302K
4.2K $459K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
2.94K
New
$258K - $296K
2.94K $322K
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
2.76K
+ 25.33%
$242K - $279K
13.7K $1.5M
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
2.61K
+ 10.44%
$228K - $263K
27.6K $3.02M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
2.33K
New
$204K - $235K
2.33K $255K
Oct 25, 2023 Q3 2023
Rovin Capital

BUY
 -
2.28K
+ 13.83%
$200K - $230K
18.8K $2.06M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.21K
+ 1374.53%
$194K - $223K
2.37K $260K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
2.05K
+ 4.75%
$179K - $206K
45.2K $4.94M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.02K
+ 32.59%
$177K - $204K
8.22K $900K
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
2K
+ 44.4%
$175K - $202K
6.5K $711K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
1.87K
+ 8.23%
$163K - $188K
24.5K $2.68M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
1.82K
+ 0.64%
$160K - $184K
286K $31.3M
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
1.82K
+ 2.72%
$159K - $183K
68.7K $7.52M
Nov 15, 2023 Q3 2023
Journey Advisory Group, LLC

BUY
 -
1.81K
+ 3.25%
$159K - $183K
57.6K $6.3M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.81K
+ 4.34%
$158K - $182K
43.5K $4.76M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.73K
+ 13.31%
$152K - $175K
14.8K $1.61M
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
1.72K
+ 20.54%
$151K - $174K
10.1K $1.11M
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
1.64K
+ 3.55%
$144K - $165K
47.8K $5.23M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.58K
+ 8.19%
$138K - $159K
20.8K $2.28M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.53K
+ 9.24%
$134K - $154K
18.1K $1.98M
Oct 27, 2023 Q3 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.49K
+ 7.71%
$131K - $150K
20.8K $2.28M
Oct 24, 2023 Q3 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.46K
+ 3.39%
$128K - $147K
44.6K $4.88M
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
1.46K
+ 1.42%
$128K - $147K
104K $11.4M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.44K
+ 3.93%
$126K - $145K
38.1K $4.17M
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.44K
+ 34.8%
$126K - $145K
5.58K $611K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
1.43K
+ 2.2%
$125K - $144K
66.2K $7.24M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.36K
+ 4.74%
$119K - $137K
30K $3.29M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.35K
New
$118K - $136K
1.35K $148K
Nov 13, 2023 Q3 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
1.35K
+ 4.12%
$118K - $136K
34.2K $3.74M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
1.23K
+ 35.32%
$108K - $124K
4.71K $515K
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.23K
+ 31.37%
$108K - $124K
5.14K $562K

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