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 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.43KNew |
$236K - $261K
|
2.43K
$281K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$229K - $253K
|
2.36K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.3KNew |
$223K - $247K
|
2.3K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
BUY
|
- |
2.23K+ 25.18% |
$217K - $239K
|
11.1K
$1.28M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$209K - $231K
|
2.15K
$249K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
2.15KNew |
$208K - $230K
|
2.15K
$248K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.03KNew |
$197K - $218K
|
2.03K
$235K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.01KNew |
$195K - $216K
|
2.01K
$232K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.97KNew |
$191K - $211K
|
1.97K
$228K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 12.05% |
$189K - $209K
|
18.1K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.87K+ 12.73% |
$182K - $201K
|
16.6K
$1.92M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.83K+ 5.1% |
$178K - $196K
|
37.7K
$4.37M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.8K+ 8.28% |
$175K - $193K
|
23.6K
$2.72M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.74K+ 1.86% |
$168K - $186K
|
95.2K
$11M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.68K+ 5.92% |
$163K - $180K
|
30K
$3.47M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.64KNew |
$159K - $176K
|
1.64K
$190K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 7.72% |
$159K - $175K
|
22.8K
$2.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 1336.21% |
$150K - $166K
|
1.67K
$193K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.53KNew |
$149K - $164K
|
1.53K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.53K+ 4.66% |
$148K - $164K
|
34.3K
$3.97M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 7.04% |
$133K - $147K
|
20.8K
$2.41M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.34K+ 3.63% |
$130K - $144K
|
38.3K
$4.43M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 10.17% |
$126K - $139K
|
14K
$1.62M
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.29K+ 5.26% |
$126K - $139K
|
25.9K
$2.99M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.29K+ 37.32% |
$125K - $138K
|
4.73K
$547K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 5.52% |
$123K - $136K
|
24.2K
$2.8M
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.25KNew |
$121K - $134K
|
1.25K
$144K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 42.97% |
$121K - $134K
|
4.15K
$480K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21K+ 12.91% |
$117K - $130K
|
10.6K
$1.22M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.21K+ 7.23% |
$117K - $129K
|
17.9K
$2.07M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.17K+ 1.44% |
$114K - $125K
|
82.1K
$9.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 9.33% |
$113K - $124K
|
13.6K
$1.57M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.16K+ 6.55% |
$112K - $124K
|
18.8K
$2.18M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.13K+ 619.13% |
$110K - $121K
|
1.32K
$152K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.1K+ 15.05% |
$107K - $118K
|
8.41K
$973K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.09K+ 2.93% |
$105K - $116K
|
38.2K
$4.41M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.02K+ 2.04% |
$98.6K - $109K
|
50.9K
$5.89M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
983+ 1.18% |
$95.4K - $105K
|
84.6K
$9.79M
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
933+ 8.61% |
$90.6K - $100K
|
11.8K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
896New |
$87K - $96.1K
|
896
$104K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
886+ 21.85% |
$86K - $95K
|
4.94K
$571K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
848New |
$82.3K - $90.9K
|
848
$98.1K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
845+ 33.75% |
$82K - $90.6K
|
3.35K
$387K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
806+ 1.97% |
$78.2K - $86.4K
|
41.7K
$4.83M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
800+ 200.0% |
$77.7K - $85.8K
|
1.2K
$139K
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
794+ 6.24% |
$77.1K - $85.1K
|
13.5K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
790New |
$76.7K - $84.7K
|
790
$91.4K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
780+ 25.59% |
$75.7K - $83.6K
|
3.83K
$443K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
776+ 1.46% |
$75.3K - $83.2K
|
53.8K
$6.23M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
766+ 23.54% |
$74.4K - $82.1K
|
4.02K
$465K
|