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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-294- 18.33% |
$28.5K - $31.5K
|
1.31K
$152K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-296- 0.61% |
$28.7K - $31.7K
|
48.3K
$5.58M
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-307- 2.54% |
$29.8K - $32.9K
|
11.8K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-318- 0.65% |
$30.9K - $34.1K
|
49K
$5.66M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-341- 8.61% |
$33.1K - $36.6K
|
3.62K
$419K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-393- 3.63% |
$38.2K - $42.1K
|
10.4K
$1.21M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-402- 0.31% |
$39K - $43.1K
|
130K
$15M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-406- 0.35% |
$39.4K - $43.5K
|
115K
$13.3M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-454- 17.99% |
$44.1K - $48.7K
|
2.07K
$239K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-466- 3.05% |
$45.2K - $50K
|
14.8K
$1.71M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-471- 14.58% |
$45.7K - $50.5K
|
2.76K
$319K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-479- 3.8% |
$46.5K - $51.4K
|
12.1K
$1.4M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-482- 4.08% |
$46.8K - $51.7K
|
11.3K
$1.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-504- 38.21% |
$48.9K - $54K
|
815
$94.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-524- 5.72% |
$50.9K - $56.2K
|
8.63K
$999K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-555- 5.24% |
$53.9K - $59.5K
|
10K
$1.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-572- 20.33% |
$55.5K - $61.3K
|
2.24K
$259K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-588- 1.52% |
$57.1K - $63K
|
38K
$4.39M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-593- 6.61% |
$57.6K - $63.6K
|
8.38K
$969K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-601- 11.19% |
$58.3K - $64.4K
|
4.77K
$552K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-611- 3.03% |
$59.3K - $65.5K
|
19.6K
$2.26M
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
SELL
|
- |
-620- 1.47% |
$60.2K - $66.5K
|
41.6K
$4.81M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-624- 2.31% |
$60.6K - $66.9K
|
26.4K
$3.05M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-664- 10.65% |
$64.5K - $71.2K
|
5.57K
$644K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-687- 78.16% |
$66.7K - $73.7K
|
192
$22.2K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-688- 9.09% |
$66.8K - $73.8K
|
6.88K
$796K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-700Closed |
$68K - $75.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-704- 1.56% |
$68.3K - $75.5K
|
44.5K
$5.15M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-739- 0.49% |
$71.7K - $79.2K
|
151K
$17.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-746- 7.11% |
$72.4K - $80K
|
9.74K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-792Closed |
$76.9K - $84.9K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-796- 72.1% |
$77.3K - $85.3K
|
308
$35.6K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-807- 0.71% |
$78.3K - $86.5K
|
112K
$13M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-827- 7.32% |
$80.3K - $88.7K
|
10.5K
$1.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-902- 3.06% |
$87.6K - $96.7K
|
28.6K
$3.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-906- 1.01% |
$88K - $97.1K
|
89.1K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-907Closed |
$88.1K - $97.2K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-910- 0.84% |
$88.3K - $97.6K
|
107K
$12.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-923- 1.87% |
$89.6K - $99K
|
48.4K
$5.59M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-924- 3.16% |
$89.7K - $99.1K
|
28.3K
$3.27M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-947- 2.86% |
$91.9K - $102K
|
32.1K
$3.72M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-961- 6.86% |
$93.3K - $103K
|
13K
$1.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-993- 47.95% |
$96.4K - $106K
|
1.08K
$125K
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 7.14% |
$97.1K - $107K
|
13K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.05KClosed |
$102K - $112K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-1.06K- 1.89% |
$103K - $114K
|
55.2K
$6.39M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.07K- 4.48% |
$103K - $114K
|
22.7K
$2.62M
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.08KClosed |
$104K - $115K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-1.08K- 18.34% |
$105K - $116K
|
4.81K
$556K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.12K- 9.33% |
$109K - $120K
|
10.9K
$1.26M
|