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 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.7K+ 16.87% |
$1.5M - $1.74M
|
123K
$13.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.7K+ 8.49% |
$1.41M - $1.64M
|
213K
$23.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
16.5K+ 101.73% |
$1.4M - $1.62M
|
32.7K
$3.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 7.4% |
$1.38M - $1.6M
|
237K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16KNew |
$1.36M - $1.57M
|
16K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
15.4K+ 52.0% |
$1.3M - $1.51M
|
45K
$4.9M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.1K+ 5.22% |
$1.28M - $1.48M
|
305K
$33.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8K+ 411.02% |
$1.25M - $1.45M
|
18.4K
$2M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.18M - $1.37M
|
14K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
13.6K+ 19.05% |
$1.15M - $1.33M
|
85.1K
$9.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13.4KNew |
$1.13M - $1.31M
|
13.4K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.3K+ 157.26% |
$1.12M - $1.3M
|
21.7K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.3K+ 25.59% |
$1.04M - $1.21M
|
60.5K
$6.58M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 3.4% |
$981K - $1.14M
|
352K
$38.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.3K+ 186.79% |
$956K - $1.11M
|
17.4K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 13.47% |
$924K - $1.07M
|
92K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.3KNew |
$871K - $1.01M
|
10.3K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
9.83K+ 9.81% |
$831K - $963K
|
110K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
9.45K+ 13.87% |
$800K - $926K
|
77.6K
$8.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
9.24KNew |
$781K - $905K
|
9.24K
$1.01M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
9.14K+ 65.47% |
$773K - $896K
|
23.1K
$2.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.48K+ 1.0% |
$717K - $831K
|
856K
$93.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.48K+ 23.19% |
$717K - $831K
|
45K
$4.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$708K - $820K
|
8.37K
$912K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
8.08K+ 40.83% |
$683K - $792K
|
27.9K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8.03K+ 5.64% |
$679K - $787K
|
150K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.93KNew |
$671K - $777K
|
7.93K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.63KNew |
$645K - $748K
|
7.63K
$831K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.49KNew |
$633K - $733K
|
7.49K
$815K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.44KNew |
$629K - $729K
|
7.44K
$810K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.96KNew |
$588K - $681K
|
6.96K
$757K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.89KNew |
$583K - $675K
|
6.89K
$750K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
6.65KNew |
$563K - $652K
|
6.65K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.29KNew |
$532K - $616K
|
6.29K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.21K+ 12.89% |
$526K - $609K
|
54.4K
$5.92M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.97KNew |
$505K - $585K
|
5.97K
$650K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
5.92K+ 34.66% |
$501K - $580K
|
23K
$2.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.59K+ 13.57% |
$473K - $548K
|
46.8K
$5.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
5.59KNew |
$473K - $548K
|
5.59K
$609K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.47KNew |
$462K - $536K
|
5.47K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.1K+ 6.37% |
$431K - $500K
|
85.2K
$9.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.09KNew |
$431K - $499K
|
5.09K
$554K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.07KNew |
$429K - $497K
|
5.07K
$552K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.91KNew |
$416K - $481K
|
4.91K
$535K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.86K+ 97.51% |
$411K - $476K
|
9.83K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.71K+ 6.39% |
$398K - $461K
|
78.4K
$8.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.68K+ 5.06% |
$396K - $459K
|
97.2K
$10.6M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.59KNew |
$388K - $450K
|
4.59K
$500K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.5K+ 10.0% |
$380K - $441K
|
49.5K
$5.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.5K+ 49.19% |
$380K - $440K
|
13.6K
$1.48M
|