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 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-134- 1.85% |
$11.3K - $13.1K
|
7.1K
$680K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-140- 44.44% |
$11.8K - $13.7K
|
175
$16.8K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-140- 31.39% |
$11.8K - $13.7K
|
306
$29.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-142- 1.05% |
$12K - $13.9K
|
13.3K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-143- 1.33% |
$12.1K - $14K
|
10.6K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-143- 1.68% |
$12.1K - $14K
|
8.39K
$803K
|
|
|
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
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-152- 0.67% |
$12.9K - $14.9K
|
22.6K
$2.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 29.4% |
$12.9K - $14.9K
|
365
$34.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-154- 5.1% |
$13K - $15.1K
|
2.87K
$274K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-155- 2.22% |
$13.1K - $15.2K
|
6.81K
$652K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-156- 8.73% |
$13.2K - $15.3K
|
1.63K
$156K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-158- 1.33% |
$13.4K - $15.5K
|
11.7K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-165- 0.19% |
$14K - $16.2K
|
87.4K
$8.37M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-166- 0.55% |
$14K - $16.3K
|
30K
$2.87M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-166- 4.59% |
$14K - $16.3K
|
3.45K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-180- 1.41% |
$15.2K - $17.6K
|
12.6K
$1.2M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 18.46% |
$15.6K - $18K
|
813
$77.8K
|
|
|
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
$67.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-195- 0.39% |
$16.5K - $19.1K
|
49.5K
$4.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-195- 6.37% |
$16.5K - $19.1K
|
2.87K
$274K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 0.2% |
$16.9K - $19.6K
|
100K
$9.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-211- 8.12% |
$17.8K - $20.7K
|
2.39K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-215- 10.09% |
$18.2K - $21.1K
|
1.92K
$183K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-217- 4.04% |
$18.4K - $21.3K
|
5.16K
$494K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-224- 7.39% |
$18.9K - $21.9K
|
2.81K
$269K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-224- 1.4% |
$18.9K - $21.9K
|
15.8K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-232- 2.13% |
$19.6K - $22.7K
|
10.6K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-233- 2.91% |
$19.7K - $22.8K
|
7.78K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-234- 9.02% |
$19.8K - $22.9K
|
2.36K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-243- 8.9% |
$20.6K - $23.8K
|
2.49K
$238K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-246- 5.47% |
$20.8K - $24.1K
|
4.25K
$407K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-250- 1.36% |
$21.1K - $24.5K
|
18.1K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-250- 1.79% |
$21.1K - $24.5K
|
13.8K
$1.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-254- 26.65% |
$21.5K - $24.9K
|
699
$66.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-257- 3.47% |
$21.7K - $25.2K
|
7.16K
$685K
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-259- 1.38% |
$21.9K - $25.4K
|
18.5K
$1.77M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-264- 8.57% |
$22.3K - $25.9K
|
2.82K
$270K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-270- 0.65% |
$22.8K - $26.5K
|
41.1K
$3.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-276- 1.85% |
$23.3K - $27K
|
14.6K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-289- 1.32% |
$24.4K - $28.3K
|
21.7K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-291- 2.82% |
$24.6K - $28.5K
|
10K
$960K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-301- 7.32% |
$25.5K - $29.5K
|
3.81K
$365K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-304- 35.6% |
$25.7K - $29.8K
|
550
$52.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-306- 12.18% |
$25.9K - $30K
|
2.21K
$211K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-309- 2.87% |
$26.1K - $30.3K
|
10.4K
$999K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-310- 6.2% |
$26.2K - $30.4K
|
4.69K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-313- 10.32% |
$26.5K - $30.7K
|
2.72K
$260K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-314- 2.14% |
$26.6K - $30.8K
|
14.3K
$1.37M
|