Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.62K- 2.01% |
$390K - $452K
|
225K
$23.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.63K- 25.22% |
$391K - $454K
|
13.7K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.77K- 25.16% |
$403K - $467K
|
14.2K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.21K- 39.9% |
$440K - $510K
|
7.85K
$830K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.24K- 57.85% |
$443K - $514K
|
3.82K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.33K- 3.42% |
$451K - $522K
|
151K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-6.14K- 5.31% |
$519K - $601K
|
109K
$11.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-6.26K- 57.77% |
$529K - $613K
|
4.58K
$484K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.57K- 12.23% |
$556K - $644K
|
47.2K
$4.99M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.86K- 81.84% |
$580K - $672K
|
1.52K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.59K- 5.96% |
$642K - $744K
|
120K
$12.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-7.9K- 97.06% |
$668K - $774K
|
239
$25.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-8.28K- 11.75% |
$700K - $811K
|
62.2K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.16K- 23.11% |
$774K - $897K
|
30.5K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.42K- 16.85% |
$796K - $923K
|
46.5K
$4.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.57K- 9.45% |
$809K - $938K
|
91.7K
$9.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-10K- 11.71% |
$848K - $982K
|
75.6K
$8M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.8K- 3.51% |
$994K - $1.15M
|
323K
$34.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.9K- 19.93% |
$1.01M - $1.17M
|
47.8K
$5.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12.2K- 47.84% |
$1.03M - $1.19M
|
13.3K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.6K- 4.72% |
$1.15M - $1.33M
|
274K
$29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.5K- 40.02% |
$1.22M - $1.42M
|
21.7K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.2K- 41.54% |
$1.37M - $1.59M
|
22.8K
$2.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-16.6K- 79.47% |
$1.41M - $1.63M
|
4.3K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-20.6K- 20.83% |
$1.74M - $2.02M
|
78.3K
$8.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-23.9K- 50.05% |
$2.02M - $2.34M
|
23.8K
$2.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.1K- 28.17% |
$2.12M - $2.46M
|
64.1K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25.3K- 26.97% |
$2.14M - $2.48M
|
68.6K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.2K- 67.47% |
$2.39M - $2.76M
|
13.6K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.4K- 5.61% |
$2.49M - $2.88M
|
495K
$52.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.2K- 12.61% |
$2.64M - $3.05M
|
216K
$22.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-34.4K- 48.11% |
$2.91M - $3.37M
|
37.1K
$3.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.8K- 3.69% |
$3.28M - $3.8M
|
1.01M
$107M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.2K- 5.0% |
$3.31M - $3.84M
|
744K
$78.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.3K- 8.45% |
$3.33M - $3.86M
|
426K
$45.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-39.6K- 83.72% |
$3.35M - $3.88M
|
7.7K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.1K- 58.7% |
$3.39M - $3.93M
|
28.2K
$2.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44K- 22.5% |
$3.72M - $4.31M
|
152K
$16M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.9K- 3.36% |
$4.39M - $5.08M
|
1.49M
$158M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57.1K- 13.71% |
$4.83M - $5.6M
|
359K
$38M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.8K- 17.53% |
$4.97M - $5.76M
|
276K
$29.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-71.1K- 72.52% |
$6.01M - $6.96M
|
26.9K
$2.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-74.8K- 96.86% |
$6.33M - $7.33M
|
2.43K
$257K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-111K- 78.27% |
$9.42M - $10.9M
|
30.9K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-149K- 71.42% |
$12.6M - $14.6M
|
59.8K
$6.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-157K- 3.72% |
$13.3M - $15.4M
|
4.07M
$430M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-613K- 31.98% |
$51.8M - $60M
|
1.3M
$138M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-93.3M- 100.0% |
$7.89B - $9.14B
|
1.58K
$167K
|