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 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
335+ 11.28% |
$28.3K - $32.8K
|
3.31K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
331+ 169.74% |
$28K - $32.4K
|
526
$57.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
305+ 4.88% |
$25.8K - $29.9K
|
6.56K
$714K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
291+ 0.78% |
$24.6K - $28.5K
|
37.7K
$4.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
283+ 2.91% |
$23.9K - $27.7K
|
10K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
281+ 5.45% |
$23.8K - $27.5K
|
5.44K
$592K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
275+ 0.4% |
$23.3K - $26.9K
|
68.6K
$7.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
258+ 6.85% |
$21.8K - $25.3K
|
4.02K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 10.42% |
$21.1K - $24.5K
|
2.65K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250+ 12.26% |
$21.1K - $24.5K
|
2.29K
$249K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
246+ 3.57% |
$20.8K - $24.1K
|
7.14K
$778K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
242+ 1.61% |
$20.5K - $23.7K
|
15.2K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
235+ 155.63% |
$19.9K - $23K
|
386
$42K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
230New |
$19.5K - $22.5K
|
230
$25K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
211+ 3.64% |
$17.8K - $20.7K
|
6K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
209+ 4.26% |
$17.7K - $20.5K
|
5.11K
$556K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
207+ 5.17% |
$17.5K - $20.3K
|
4.21K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
200+ 0.41% |
$16.9K - $19.6K
|
48.5K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
198New |
$16.7K - $19.4K
|
198
$21.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
185+ 0.48% |
$15.6K - $18.1K
|
39K
$4.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
185New |
$15.6K - $18.1K
|
185
$20.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
183+ 351.92% |
$15.5K - $17.9K
|
235
$25.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
170+ 0.99% |
$14.4K - $16.7K
|
17.4K
$1.89M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
165+ 26.61% |
$14K - $16.2K
|
785
$85.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
161+ 5.2% |
$13.6K - $15.8K
|
3.26K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
160+ 6.43% |
$13.5K - $15.7K
|
2.65K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
157+ 3.37% |
$13.3K - $15.4K
|
4.81K
$524K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
156+ 1.17% |
$13.2K - $15.3K
|
13.5K
$1.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
154+ 8.82% |
$13K - $15.1K
|
1.9K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 9.21% |
$12.9K - $15K
|
1.81K
$197K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
143+ 1.05% |
$12.1K - $14K
|
13.8K
$1.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
140+ 4.21% |
$11.8K - $13.7K
|
3.46K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 1.67% |
$11.2K - $13K
|
8.1K
$882K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
132New |
$11.2K - $12.9K
|
132
$14.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
128+ 12.89% |
$10.8K - $12.5K
|
1.12K
$122K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
127New |
$10.7K - $12.4K
|
127
$13.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
121+ 0.16% |
$10.2K - $11.9K
|
73.9K
$8.04M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
116+ 0.9% |
$9.81K - $11.4K
|
13K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
91+ 0.21% |
$7.7K - $8.92K
|
44.4K
$4.84M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 1.32% |
$7.1K - $8.23K
|
6.46K
$703K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
84+ 0.55% |
$7.1K - $8.23K
|
15.3K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
83+ 0.42% |
$7.02K - $8.13K
|
19.8K
$2.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
81+ 1.98% |
$6.85K - $7.94K
|
4.18K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
78+ 1.54% |
$6.6K - $7.64K
|
5.14K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
74+ 0.66% |
$6.26K - $7.25K
|
11.3K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
64+ 0.93% |
$5.41K - $6.27K
|
6.92K
$754K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 13.61% |
$4.65K - $5.39K
|
459
$50K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
55+ 0.9% |
$4.65K - $5.39K
|
6.14K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 16.02% |
$4.57K - $5.29K
|
391
$42.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
53+ 0.16% |
$4.48K - $5.19K
|
33K
$3.6M
|