Purchases and Sales Made in Q4 2022 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 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
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

BUY
 -
2.37K
New
$200K - $232K
2.37K $258K
Feb 09, 2023 Q4 2022
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
2.34K
New
$198K - $230K
2.34K $255K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
2.34K
New
$198K - $229K
2.34K $255K
Feb 06, 2023 Q4 2022
Heritage Investors Management Corp

BUY
 -
2.31K
New
$195K - $226K
2.31K $251K
Feb 13, 2023 Q4 2022
Marco Investment Management LLC

BUY
 -
2.29K
New
$194K - $225K
2.29K $250K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.28K
New
$193K - $224K
2.28K $249K
Feb 08, 2023 Q4 2022
Team Hewins, LLC

Redwood City, CA
BUY
 -
2.28K
New
$193K - $223K
2.28K $248K
Feb 09, 2023 Q4 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
2.28K
New
$193K - $223K
2.28K $248K
Jan 20, 2023 Q4 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
2.26K
New
$191K - $221K
2.26K $246K
Feb 09, 2023 Q4 2022
True Link Financial Advisors, LLC

BUY
 -
2.25K
New
$190K - $221K
2.25K $245K
Jan 12, 2023 Q4 2022
Heartwood Wealth Advisors LLC

BUY
 -
2.23K
+ 1.18%
$189K - $219K
191K $20.8M
Feb 28, 2023 Q4 2022
Mezzasalma Advisors, LLC

BUY
 -
2.2K
New
$186K - $216K
2.2K $240K
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
2.13K
+ 1.61%
$180K - $209K
134K $14.6M
Jan 13, 2023 Q4 2022
Cooper Financial Group

BUY
 -
2.05K
+ 61.04%
$173K - $200K
5.4K $587K
Feb 14, 2023 Q4 2022
Earnest Partners LLC

Atlanta, GA
BUY
 -
2.03K
New
$172K - $199K
2.03K $221K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
1.99K
+ 4.45%
$169K - $195K
46.8K $5.09M
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1.98K
+ 104.42%
$168K - $194K
3.88K $423K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
1.97K
+ 46.21%
$167K - $193K
6.23K $678K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
1.88K
New
$159K - $184K
1.88K $204K
Feb 14, 2023 Q4 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
1.87K
+ 6.58%
$158K - $184K
30.4K $3.31M
Feb 13, 2023 Q4 2022
Financial Planning & Information Services, Inc.

BUY
 -
1.84K
+ 6.9%
$155K - $180K
28.5K $3.1M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.81K
+ 6.13%
$153K - $177K
31.3K $3.4M
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.77K
+ 39.79%
$150K - $173K
6.22K $677K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.76K
+ 8.31%
$149K - $173K
23K $2.5M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
1.73K
+ 17.18%
$147K - $170K
11.8K $1.29M
Feb 10, 2023 Q4 2022
First Western Trust Bank

Denver, CO
BUY
 -
1.72K
+ 61.0%
$145K - $168K
4.53K $493K
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1.61K
+ 23.55%
$136K - $157K
8.42K $916K
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
1.6K
+ 2.33%
$135K - $157K
70.3K $7.65M
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

BUY
 -
1.59K
+ 25.44%
$134K - $156K
7.84K $853K
Jan 20, 2023 Q4 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.53K
+ 10.74%
$130K - $150K
15.8K $1.72M
Feb 09, 2023 Q4 2022
Unionview, LLC

Seattle, WA
BUY
 -
1.52K
+ 30.11%
$128K - $149K
6.56K $714K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.48K
+ 35.01%
$125K - $145K
5.71K $622K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.46K
+ 27.19%
$124K - $143K
6.84K $745K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.46K
New
$124K - $143K
1.46K $159K
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.41K
+ 3.11%
$119K - $138K
46.7K $5.08M
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.39K
+ 17.25%
$118K - $136K
9.46K $1.03M
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
BUY
 -
1.39K
+ 3.59%
$117K - $136K
40.1K $4.36M
Feb 07, 2023 Q4 2022
Capital Advisors, Ltd. LLC

BUY
 -
1.39K
+ 1.7%
$117K - $136K
83.1K $9.05M
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.36K
+ 141.2%
$115K - $134K
2.33K $254K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.31K
New
$111K - $128K
1.31K $143K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.3K
+ 2.02%
$110K - $127K
65.5K $7.13M
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.27K
+ 33.16%
$107K - $125K
5.1K $556K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.26K
New
$107K - $124K
1.26K $138K
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
1.22K
+ 26.26%
$103K - $120K
5.87K $638K
Feb 14, 2023 Q4 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
1.2K
+ 0.41%
$102K - $118K
295K $32.2M
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.2K
New
$101K - $118K
1.2K $131K
Feb 06, 2023 Q4 2022
Country Club Bank

BUY
 -
1.15K
+ 5.26%
$97.3K - $113K
23K $2.51M
Jan 25, 2023 Q4 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
1.13K
+ 0.9%
$95.6K - $111K
127K $13.9M
Feb 02, 2023 Q4 2022
Financial Advisors Network, Inc.

BUY
 -
1.11K
+ 1.18%
$94.2K - $109K
95.6K $10.4M

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