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 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
266
+ 0.46%
$23.3K - $26.8K
58.2K $6.37M
Oct 12, 2023 Q3 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
259
+ 0.98%
$22.7K - $26.1K
26.7K $2.92M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
254
+ 10.12%
$22.3K - $25.6K
2.76K $302K
Oct 10, 2023 Q3 2023
Stillwater Capital Advisors, LLC

BUY
 -
250
+ 1.41%
$21.9K - $25.2K
17.9K $1.96M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
243
+ 4.28%
$21.3K - $24.5K
5.92K $647K
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
240
+ 7.76%
$21K - $24.2K
3.33K $364K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
230
+ 1.49%
$20.2K - $23.2K
15.7K $1.72M
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
227
+ 2.3%
$19.9K - $22.9K
10.1K $1.11M
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
222
+ 0.24%
$19.5K - $22.4K
93.9K $10.3M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
221
+ 6.77%
$19.4K - $22.3K
3.48K $381K
Oct 27, 2023 Q3 2023
Narwhal Capital Management

BUY
 -
220
+ 8.74%
$19.3K - $22.2K
2.74K $299K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
211
+ 8.42%
$18.5K - $21.3K
2.72K $297K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
200
New
$17.5K - $20.2K
200 $21.9K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
200
+ 2.61%
$17.5K - $20.2K
7.88K $861K
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
199
+ 4.99%
$17.4K - $20.1K
4.18K $458K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
195
New
$17.1K - $19.7K
195 $21.3K
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
192
+ 6.84%
$16.8K - $19.4K
3K $328K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
190
+ 33.45%
$16.7K - $19.2K
758 $82.9K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
189
+ 81.47%
$16.6K - $19.1K
421 $46.1K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
182
+ 0.43%
$16K - $18.3K
42K $4.6M
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
173
+ 1.53%
$15.2K - $17.4K
11.5K $1.26M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
164
+ 5.59%
$14.4K - $16.5K
3.1K $339K
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
161
+ 4.74%
$14.1K - $16.2K
3.56K $389K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
156
+ 0.35%
$13.7K - $15.7K
44.9K $4.91M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
133
+ 9.34%
$11.7K - $13.4K
1.56K $170K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
127
+ 3.97%
$11.1K - $12.8K
3.33K $364K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
123
+ 1.45%
$10.8K - $12.4K
8.61K $942K
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
116
+ 1.46%
$10.2K - $11.7K
8.08K $884K
Oct 24, 2023 Q3 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
111
+ 2.57%
$9.73K - $11.2K
4.42K $484K
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

BUY
 -
100
+ 32.47%
$8.76K - $10.1K
408 $44.6K
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
100
+ 2.04%
$8.76K - $10.1K
4.99K $546K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
96
New
$8.41K - $9.68K
96 $10.5K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
93
+ 7.64%
$8.15K - $9.38K
1.31K $143K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
89
+ 29.57%
$7.8K - $8.97K
390 $42.7K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
83
+ 0.89%
$7.27K - $8.37K
9.46K $1.03M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
83
+ 1.43%
$7.27K - $8.37K
5.89K $644K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
80
+ 1.04%
$7.01K - $8.07K
7.78K $851K
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

BUY
 -
67
+ 0.42%
$5.87K - $6.75K
15.9K $1.74M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
64
+ 2.7%
$5.61K - $6.45K
2.43K $266K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
62
+ 4.82%
$5.43K - $6.25K
1.35K $148K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
62
+ 16.85%
$5.43K - $6.25K
430 $47K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
56
+ 2.04%
$4.91K - $5.65K
2.81K $307K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
55
New
$4.82K - $5.55K
55 $6.02K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
51
+ 1.65%
$4.47K - $5.14K
3.14K $344K
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
50
New
$4.38K - $5.04K
50 $5.47K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
45
+ 1.37%
$3.94K - $4.54K
3.34K $365K
Nov 13, 2023 Q3 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
44
+ 0.35%
$3.86K - $4.44K
12.6K $1.38M
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
40
+ 1.69%
$3.51K - $4.03K
2.4K $263K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
39
+ 0.89%
$3.42K - $3.93K
4.43K $484K

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