Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.41M+ 1818.64% |
$137M - $152M
|
1.49M
$175M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
745K+ 4489.44% |
$72.3M - $79.8M
|
761K
$89.2M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
379K+ 398.9% |
$36.8M - $40.7M
|
474K
$55.5M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
360KNew |
$35M - $38.6M
|
360K
$42.2M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
304K+ 7.51% |
$29.5M - $32.6M
|
4.35M
$509M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
274K+ 7067.67% |
$26.6M - $29.4M
|
278K
$32.6M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
269K+ 6.9% |
$26.1M - $28.8M
|
4.16M
$488M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
255K+ 17.1% |
$24.7M - $27.3M
|
1.74M
$204M
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
212KNew |
$20.6M - $22.8M
|
212K
$24.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
207K+ 1789.94% |
$20.1M - $22.2M
|
218K
$25.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
156KNew |
$15.2M - $16.8M
|
156K
$18.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
138K+ 3338.59% |
$13.4M - $14.8M
|
142K
$16.6M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
136KNew |
$13.2M - $14.6M
|
136K
$16M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
95.2K+ 339.24% |
$9.25M - $10.2M
|
123K
$14.4M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.4K+ 27.26% |
$8.87M - $9.8M
|
427K
$50M
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
BUY
|
- |
89.4KNew |
$8.68M - $9.59M
|
89.4K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
87.5K+ 8.01% |
$8.5M - $9.39M
|
1.18M
$138M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
84.4K+ 147.94% |
$8.19M - $9.05M
|
141K
$16.6M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81.8K+ 355.89% |
$7.94M - $8.77M
|
105K
$12.3M
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
75.9K+ 22.08% |
$7.37M - $8.14M
|
420K
$49.1M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.8K+ 52.97% |
$6.39M - $7.05M
|
190K
$22.3M
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
61.8KNew |
$6M - $6.63M
|
61.8K
$7.24M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
61.7KNew |
$5.99M - $6.62M
|
61.7K
$7.23M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
59KNew |
$5.72M - $6.32M
|
59K
$6.9M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
53.5KNew |
$5.2M - $5.74M
|
53.5K
$6.27M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50KNew |
$4.85M - $5.36M
|
50K
$5.85M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49K+ 20.14% |
$4.75M - $5.25M
|
292K
$34.2M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
48.5KNew |
$4.71M - $5.2M
|
48.5K
$5.68M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
48.5KNew |
$4.71M - $5.2M
|
48.5K
$5.68M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
48.4K+ 145.11% |
$4.7M - $5.19M
|
81.7K
$9.57M
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
47.3KNew |
$4.59M - $5.07M
|
47.3K
$5.53M
|
|
|
Apr 20, 2022
Q1 2022
|
Polianta LTD
|
BUY
|
- |
45.2KNew |
$4.39M - $4.85M
|
45.2K
$5.29M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
40.6KNew |
$3.95M - $4.36M
|
40.6K
$4.76M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
38.7K+ 2.71% |
$3.76M - $4.15M
|
1.47M
$172M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
38.7K+ 2.71% |
$3.76M - $4.15M
|
1.47M
$172M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.5K+ 7.36% |
$3.25M - $3.59M
|
489K
$57.2M
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
33.2KNew |
$3.22M - $3.55M
|
33.2K
$3.88M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.4K+ 1.52% |
$2.95M - $3.26M
|
2.04M
$239M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29.4K+ 61.78% |
$2.85M - $3.15M
|
76.9K
$9M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25.7K+ 456.81% |
$2.49M - $2.75M
|
31.3K
$3.67M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.3K+ 4.9% |
$2.45M - $2.71M
|
541K
$63.4M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.5KNew |
$2.38M - $2.63M
|
24.5K
$2.87M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
24K+ 27.14% |
$2.33M - $2.57M
|
112K
$13.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
22.8KNew |
$2.22M - $2.45M
|
22.8K
$2.67M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
21.9K+ 29.21% |
$2.13M - $2.35M
|
96.9K
$11.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
21.5K+ 154.88% |
$2.09M - $2.31M
|
35.4K
$4.15M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
21.3KNew |
$2.07M - $2.29M
|
21.3K
$2.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.3K+ 17.76% |
$2.07M - $2.28M
|
141K
$16.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.1K+ 8610.3% |
$1.95M - $2.15M
|
20.3K
$2.38M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20K+ 35.17% |
$1.94M - $2.14M
|
76.8K
$9M
|