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 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.11KNew |
$94K - $109K
|
1.11K
$122K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 8.76% |
$93.5K - $108K
|
13.7K
$1.5M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.1KNew |
$93K - $108K
|
1.1K
$120K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.08K+ 10.74% |
$91.4K - $106K
|
11.1K
$1.22M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 16.2% |
$91.3K - $106K
|
7.74K
$847K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04KNew |
$88K - $102K
|
1.04K
$114K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.04K+ 1.12% |
$87.7K - $102K
|
93.4K
$10.2M
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.03K+ 7.04% |
$87.4K - $101K
|
15.7K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.02K+ 6.47% |
$86.5K - $100K
|
16.8K
$1.84M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.02K+ 31.56% |
$86.1K - $99.7K
|
4.24K
$464K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 11.33% |
$85.7K - $99.3K
|
9.95K
$1.09M
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
1K+ 7.41% |
$84.6K - $98K
|
14.5K
$1.59M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
995+ 2.49% |
$84.1K - $97.5K
|
41K
$4.48M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
971+ 1674.14% |
$82.1K - $95.1K
|
1.03K
$113K
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
957+ 32.44% |
$80.9K - $93.8K
|
3.91K
$427K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
950+ 6.86% |
$80.3K - $93.1K
|
14.8K
$1.62M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
934+ 10.15% |
$79K - $91.5K
|
10.1K
$1.11M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
895+ 21.8% |
$75.7K - $87.7K
|
5K
$547K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
889New |
$75.2K - $87.1K
|
889
$97.2K
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
851+ 10.56% |
$72K - $83.4K
|
8.91K
$975K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
851+ 9.42% |
$72K - $83.4K
|
9.89K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
818+ 2.65% |
$69.2K - $80.1K
|
31.7K
$3.47M
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
813+ 3.9% |
$68.8K - $79.7K
|
21.7K
$2.37M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
801+ 17.15% |
$67.7K - $78.5K
|
5.47K
$598K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
800New |
$67.7K - $78.4K
|
800
$87.5K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
797+ 1.9% |
$67.4K - $78.1K
|
42.8K
$4.69M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
794New |
$67.1K - $77.8K
|
794
$86.9K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
768+ 0.83% |
$64.9K - $75.2K
|
93K
$10.2M
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
727+ 15.73% |
$61.5K - $71.2K
|
5.35K
$585K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
624+ 0.58% |
$52.8K - $61.1K
|
108K
$11.8M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
613+ 5.83% |
$51.8K - $60.1K
|
11.1K
$1.22M
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
610New |
$51.6K - $59.8K
|
610
$66.7K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
608New |
$51.4K - $59.6K
|
608
$66.5K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
600+ 2.57% |
$50.7K - $58.8K
|
23.9K
$2.62M
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
577+ 1.21% |
$48.8K - $56.5K
|
48.3K
$5.28M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
573+ 5.79% |
$48.5K - $56.1K
|
10.5K
$1.14M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
550New |
$46.5K - $53.9K
|
550
$60.2K
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
485+ 0.89% |
$41K - $47.5K
|
54.8K
$6M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
462+ 7.32% |
$39.1K - $45.3K
|
6.77K
$741K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
461New |
$39K - $45.2K
|
461
$50.4K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
460+ 0.34% |
$38.9K - $45.1K
|
136K
$14.8M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
454+ 5.64% |
$38.4K - $44.5K
|
8.5K
$930K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
432+ 2.36% |
$36.5K - $42.3K
|
18.8K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
430New |
$36.4K - $42.1K
|
430
$47K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
413+ 68.26% |
$34.9K - $40.5K
|
1.02K
$111K
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
394+ 12.25% |
$33.3K - $38.6K
|
3.61K
$395K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
388+ 60.06% |
$32.8K - $38K
|
1.03K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
386+ 227.06% |
$32.6K - $37.8K
|
556
$60.8K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
355+ 11.78% |
$30K - $34.8K
|
3.37K
$368K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
343New |
$29K - $33.6K
|
343
$37.5K
|