Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-350- 9.18% |
$30.7K - $35.3K
|
3.46K
$377K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-352- 86.27% |
$30.8K - $35.5K
|
56
$6.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-354- 0.38% |
$31K - $35.7K
|
92.5K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-366- 1.7% |
$32.1K - $36.9K
|
21.1K
$2.3M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-377- 1.75% |
$33K - $38K
|
21.2K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-393- 3.57% |
$34.4K - $39.6K
|
10.6K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-400- 6.82% |
$35.1K - $40.3K
|
5.46K
$595K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-413- 0.89% |
$36.2K - $41.6K
|
46K
$5.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-421- 9.96% |
$36.9K - $42.4K
|
3.81K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-436- 1.96% |
$38.2K - $44K
|
21.8K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-437- 12.29% |
$38.3K - $44.1K
|
3.12K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-447- 1.62% |
$39.2K - $45.1K
|
27.2K
$2.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-456- 14.9% |
$40K - $46K
|
2.61K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-467- 11.46% |
$40.9K - $47.1K
|
3.61K
$393K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-468- 0.73% |
$41K - $47.2K
|
63.3K
$6.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-469- 1.01% |
$41.1K - $47.3K
|
45.9K
$4.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-470- 0.22% |
$41.2K - $47.4K
|
210K
$22.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-499- 1.42% |
$43.7K - $50.3K
|
34.6K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-500- 14.02% |
$43.8K - $50.4K
|
3.07K
$334K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-533- 10.56% |
$46.7K - $53.7K
|
4.52K
$492K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-535- 18.42% |
$46.9K - $53.9K
|
2.37K
$258K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-546- 17.16% |
$47.9K - $55K
|
2.64K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-550- 1.97% |
$48.2K - $55.5K
|
27.4K
$2.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-563- 6.12% |
$49.3K - $56.8K
|
8.64K
$940K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-584- 0.81% |
$51.2K - $58.9K
|
71.4K
$7.77M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-605- 8.23% |
$53K - $61K
|
6.75K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-608- 6.72% |
$53.3K - $61.3K
|
8.44K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-625- 33.33% |
$54.8K - $63K
|
1.25K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-633- 0.64% |
$55.5K - $63.8K
|
98.4K
$10.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-638- 1.76% |
$55.9K - $64.3K
|
35.6K
$3.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-638- 12.06% |
$55.9K - $64.3K
|
4.65K
$506K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-645- 9.94% |
$56.5K - $65K
|
5.84K
$636K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-714- 6.0% |
$62.6K - $72K
|
11.2K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-729- 3.15% |
$63.9K - $73.5K
|
22.4K
$2.44M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-741- 2.53% |
$64.9K - $74.7K
|
28.5K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-748- 6.1% |
$65.6K - $75.4K
|
11.5K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-753- 0.96% |
$66K - $75.9K
|
77.4K
$8.42M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-757- 1.84% |
$66.3K - $76.3K
|
40.4K
$4.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-762- 49.84% |
$66.8K - $76.8K
|
767
$83.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-773- 3.8% |
$67.7K - $77.9K
|
19.6K
$2.13M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-775- 2.7% |
$67.9K - $78.1K
|
27.9K
$3.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-799- 6.78% |
$70K - $80.6K
|
11K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-800- 3.2% |
$70.1K - $80.7K
|
24.2K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-816- 5.41% |
$71.5K - $82.3K
|
14.3K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-839- 19.19% |
$73.5K - $84.6K
|
3.53K
$385K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-840- 4.02% |
$73.6K - $84.7K
|
20.1K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-844- 13.65% |
$74K - $85.1K
|
5.34K
$581K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-852- 5.2% |
$74.7K - $85.9K
|
15.5K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-910- 13.05% |
$79.8K - $91.7K
|
6.06K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-911- 0.25% |
$79.8K - $91.8K
|
362K
$39.4M
|