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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
47+ 0.89% |
$3.97K - $4.61K
|
5.3K
$580K
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
46+ 0.24% |
$3.89K - $4.51K
|
19.1K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
44New |
$3.72K - $4.31K
|
44
$4.81K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
43+ 0.84% |
$3.64K - $4.21K
|
5.14K
$562K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
41+ 0.83% |
$3.47K - $4.02K
|
5K
$546K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
39+ 0.53% |
$3.3K - $3.82K
|
7.33K
$802K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
38New |
$3.21K - $3.72K
|
38
$4.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
36+ 0.36% |
$3.04K - $3.53K
|
10.1K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34New |
$2.88K - $3.33K
|
34
$3.72K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31+ 0.78% |
$2.62K - $3.04K
|
4.03K
$441K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30+ 0.41% |
$2.54K - $2.94K
|
7.38K
$808K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
30+ 0.9% |
$2.54K - $2.94K
|
3.38K
$369K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 13.93% |
$2.37K - $2.74K
|
229
$25.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
24+ 1.15% |
$2.03K - $2.35K
|
2.12K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
21+ 0.29% |
$1.78K - $2.06K
|
7.2K
$787K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
18+ 0.14% |
$1.52K - $1.76K
|
12.8K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
15+ 0.48% |
$1.27K - $1.47K
|
3.14K
$343K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
14+ 0.46% |
$1.18K - $1.37K
|
3.05K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.21% |
$1.1K - $1.27K
|
6.14K
$671K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13+ 0.27% |
$1.1K - $1.27K
|
4.78K
$522K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.05% |
$1.01K - $1.18K
|
22.8K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.15% |
$930 - $1.08K
|
7.33K
$802K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11+ 0.1% |
$930 - $1.08K
|
11K
$1.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.27% |
$930 - $1.08K
|
4.04K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10+ 0.33% |
$846 - $980
|
3.02K
$330K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.15% |
$846 - $980
|
6.47K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9New |
$761 - $882
|
9
$985
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
9+ 0.29% |
$761 - $882
|
3.13K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8+ 0.26% |
$677 - $784
|
3.1K
$339K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$592 - $686
|
5.8K
$634K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6+ 0.05% |
$507 - $588
|
11.1K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 11.76% |
$507 - $588
|
57
$6.24K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.28% |
$423 - $490
|
1.79K
$196K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.14% |
$423 - $490
|
3.46K
$379K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
5+ 0.11% |
$423 - $490
|
4.63K
$507K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
3+ 0.04% |
$254 - $294
|
6.7K
$733K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$254 - $294
|
3.31K
$362K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$169 - $196
|
2
$219
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.13% |
$169 - $196
|
1.58K
$173K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.31% |
$84.6 - $98
|
319
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$84.6 - $98
|
739
$80.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 2.27% |
$84.6 - $98
|
45
$4.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.23% |
$84.6 - $98
|
433
$47.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$84.6 - $98
|
3.32K
$363K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$84.6 - $98
|
7.25K
$793K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$84.6 - $98
|
39.8K
$4.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-1- 0.04% |
$84.6 - $98
|
2.53K
$277K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2- 0.03% |
$169 - $196
|
7.65K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6- 0.16% |
$507 - $588
|
3.66K
$400K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$846 - $980
|
12.3K
$1.34M
|