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 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.44K+ 12.03% |
$375K - $435K
|
41.3K
$4.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.25K+ 6.75% |
$360K - $417K
|
67.2K
$7.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.22K+ 451.98% |
$357K - $413K
|
5.15K
$563K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$346K - $401K
|
4.09K
$448K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.05K+ 20.64% |
$342K - $397K
|
23.7K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.02K+ 2.88% |
$340K - $393K
|
143K
$15.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.85K+ 4.75% |
$326K - $378K
|
85K
$9.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.75KNew |
$317K - $368K
|
3.75K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.74KNew |
$316K - $366K
|
3.74K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.6K+ 81.82% |
$304K - $353K
|
8K
$875K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.57KNew |
$302K - $350K
|
3.57K
$391K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.57K+ 61.82% |
$302K - $350K
|
9.34K
$1.02M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.47KNew |
$293K - $340K
|
3.47K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.46K+ 55.47% |
$293K - $339K
|
9.71K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.45KNew |
$292K - $338K
|
3.45K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.34K+ 15.93% |
$283K - $327K
|
24.3K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.29KNew |
$279K - $323K
|
3.29K
$360K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.29KNew |
$278K - $322K
|
3.29K
$360K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.29KNew |
$278K - $322K
|
3.29K
$360K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
3.29KNew |
$278K - $322K
|
3.29K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
3.24KNew |
$274K - $318K
|
3.24K
$355K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.24KNew |
$274K - $317K
|
3.24K
$354K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.22K+ 16.07% |
$272K - $315K
|
23.2K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.17KNew |
$268K - $310K
|
3.17K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
3.14K+ 5.1% |
$266K - $308K
|
64.7K
$7.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.12K+ 4.15% |
$264K - $306K
|
78.3K
$8.56M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$339K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.1K+ 47.23% |
$262K - $304K
|
9.66K
$1.06M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$339K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
3.09K+ 1.0% |
$261K - $303K
|
312K
$34.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.06K+ 51.37% |
$259K - $300K
|
9.03K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$254K - $294K
|
3K
$328K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
2.97K+ 3.41% |
$251K - $291K
|
90.1K
$9.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.96K+ 3.89% |
$250K - $290K
|
79.1K
$8.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.92K+ 3.09% |
$247K - $286K
|
97.4K
$10.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.86KNew |
$241K - $280K
|
2.86K
$312K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.84KNew |
$240K - $279K
|
2.84K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.81K+ 2.88% |
$238K - $275K
|
101K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.76K+ 24.01% |
$234K - $271K
|
14.3K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.75KNew |
$232K - $269K
|
2.75K
$300K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.58KNew |
$218K - $252K
|
2.58K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.53KNew |
$214K - $247K
|
2.53K
$276K
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.52KNew |
$213K - $247K
|
2.52K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$271K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$270K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.45KNew |
$207K - $240K
|
2.45K
$268K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.44KNew |
$206K - $239K
|
2.44K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.43KNew |
$205K - $238K
|
2.43K
$266K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.4KNew |
$203K - $235K
|
2.4K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.37KNew |
$201K - $232K
|
2.37K
$259K
|