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
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-142- 1.05% |
$12K - $13.9K
|
13.3K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-143- 1.33% |
$12.1K - $14K
|
10.6K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-143- 1.68% |
$12.1K - $14K
|
8.39K
$918K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-150- 0.31% |
$12.7K - $14.7K
|
48.8K
$5.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 29.4% |
$12.9K - $14.9K
|
365
$39.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-152- 0.67% |
$12.9K - $14.9K
|
22.6K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-154- 5.1% |
$13K - $15.1K
|
2.87K
$314K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-155- 2.22% |
$13.1K - $15.2K
|
6.81K
$745K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-156- 8.73% |
$13.2K - $15.3K
|
1.63K
$178K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-158- 1.33% |
$13.4K - $15.5K
|
11.7K
$1.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-165- 0.19% |
$14K - $16.2K
|
87.4K
$9.56M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-166- 4.59% |
$14K - $16.3K
|
3.45K
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-166- 0.55% |
$14K - $16.3K
|
30K
$3.28M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-180- 1.41% |
$15.2K - $17.6K
|
12.6K
$1.37M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 18.46% |
$15.6K - $18K
|
813
$88.9K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-193Closed |
$16.3K - $18.9K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-194- 21.53% |
$16.4K - $19K
|
707
$77.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-195- 6.37% |
$16.5K - $19.1K
|
2.87K
$313K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-195- 0.39% |
$16.5K - $19.1K
|
49.5K
$5.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 0.2% |
$16.9K - $19.6K
|
100K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-211- 8.12% |
$17.8K - $20.7K
|
2.39K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-215- 10.09% |
$18.2K - $21.1K
|
1.92K
$210K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-217- 4.04% |
$18.4K - $21.3K
|
5.16K
$564K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-224- 1.4% |
$18.9K - $21.9K
|
15.8K
$1.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-224- 7.39% |
$18.9K - $21.9K
|
2.81K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-232- 2.13% |
$19.6K - $22.7K
|
10.6K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-233- 2.91% |
$19.7K - $22.8K
|
7.78K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-234- 9.02% |
$19.8K - $22.9K
|
2.36K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-243- 8.9% |
$20.6K - $23.8K
|
2.49K
$272K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-246- 5.47% |
$20.8K - $24.1K
|
4.25K
$465K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-250- 1.79% |
$21.1K - $24.5K
|
13.8K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-250- 1.36% |
$21.1K - $24.5K
|
18.1K
$1.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-254- 26.65% |
$21.5K - $24.9K
|
699
$76.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-257- 3.47% |
$21.7K - $25.2K
|
7.16K
$783K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-259- 1.38% |
$21.9K - $25.4K
|
18.5K
$2.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-264- 8.57% |
$22.3K - $25.9K
|
2.82K
$308K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-270- 0.65% |
$22.8K - $26.5K
|
41.1K
$4.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-276- 1.85% |
$23.3K - $27K
|
14.6K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-289- 1.32% |
$24.4K - $28.3K
|
21.7K
$2.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-291- 2.82% |
$24.6K - $28.5K
|
10K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-301- 7.32% |
$25.5K - $29.5K
|
3.81K
$417K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-304- 35.6% |
$25.7K - $29.8K
|
550
$60.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-306- 12.18% |
$25.9K - $30K
|
2.21K
$241K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-309- 2.87% |
$26.1K - $30.3K
|
10.4K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-310- 6.2% |
$26.2K - $30.4K
|
4.69K
$513K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-313- 10.32% |
$26.5K - $30.7K
|
2.72K
$298K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-314- 2.14% |
$26.6K - $30.8K
|
14.3K
$1.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-321- 84.25% |
$27.1K - $31.5K
|
60
$6.56K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-327- 5.85% |
$27.7K - $32K
|
5.26K
$575K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-334- 0.81% |
$28.2K - $32.7K
|
40.9K
$4.47M
|