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 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
762+ 1.4% |
$74K - $81.7K
|
55.3K
$6.4M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
761+ 9.95% |
$73.9K - $81.6K
|
8.41K
$972K
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
754+ 1.63% |
$73.2K - $80.8K
|
46.9K
$5.43M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
743New |
$72.1K - $79.7K
|
743
$85.9K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
740+ 5.96% |
$71.8K - $79.3K
|
13.2K
$1.52M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
716+ 8.4% |
$69.5K - $76.8K
|
9.24K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
649+ 7.21% |
$63K - $69.6K
|
9.65K
$1.12M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
603+ 2.64% |
$58.5K - $64.7K
|
23.5K
$2.71M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
601+ 18.53% |
$58.3K - $64.4K
|
3.85K
$445K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
585+ 60.75% |
$56.8K - $62.7K
|
1.55K
$179K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
581+ 10.31% |
$56.4K - $62.3K
|
6.21K
$719K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
574+ 3.12% |
$55.7K - $61.5K
|
19K
$2.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
553+ 1.38% |
$53.7K - $59.3K
|
40.8K
$4.71M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
551+ 0.77% |
$53.5K - $59.1K
|
72.6K
$8.39M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
540+ 10.78% |
$52.4K - $57.9K
|
5.55K
$642K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
507+ 1.08% |
$49.2K - $54.4K
|
47.6K
$5.51M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
507+ 0.59% |
$49.2K - $54.4K
|
86.9K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
506New |
$49.1K - $54.3K
|
506
$58.5K
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
495+ 2.22% |
$48.1K - $53.1K
|
22.7K
$2.63M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
480+ 4.88% |
$46.6K - $51.5K
|
10.3K
$1.19M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
475+ 950.0% |
$46.1K - $50.9K
|
525
$60.7K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
469+ 23.26% |
$45.5K - $50.3K
|
2.49K
$287K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
436+ 19.34% |
$42.3K - $46.7K
|
2.69K
$311K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
419+ 13.51% |
$40.7K - $44.9K
|
3.52K
$407K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
366+ 2.19% |
$35.5K - $39.2K
|
17.1K
$1.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
365+ 16.67% |
$35.4K - $39.1K
|
2.56K
$296K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
360+ 2.67% |
$34.9K - $38.6K
|
13.8K
$1.6M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
360+ 138.46% |
$34.9K - $38.6K
|
620
$71.7K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
339+ 1.7% |
$32.9K - $36.3K
|
20.3K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
332+ 5.88% |
$32.2K - $35.6K
|
5.98K
$691K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
323+ 0.75% |
$31.4K - $34.6K
|
43.3K
$5.01M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
317+ 2.55% |
$30.8K - $34K
|
12.8K
$1.48M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
311+ 0.88% |
$30.2K - $33.3K
|
35.7K
$4.13M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
304New |
$29.5K - $32.6K
|
304
$35.2K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
301+ 8.47% |
$29.2K - $32.3K
|
3.86K
$446K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
298+ 69.3% |
$28.9K - $32K
|
728
$84.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
271+ 4.4% |
$26.3K - $29.1K
|
6.43K
$743K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$26K - $28.7K
|
268
$31K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
258+ 5.69% |
$25K - $27.7K
|
4.8K
$555K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
256+ 6.6% |
$24.9K - $27.4K
|
4.13K
$478K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
250+ 1.99% |
$24.3K - $26.8K
|
12.8K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
247+ 0.86% |
$24K - $26.5K
|
28.9K
$3.34M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
237+ 0.52% |
$23K - $25.4K
|
45.8K
$5.3M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
236+ 406.9% |
$22.9K - $25.3K
|
294
$34K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
230+ 1.58% |
$22.3K - $24.7K
|
14.8K
$1.72M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
210New |
$20.4K - $22.5K
|
210
$24.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
209+ 5.48% |
$20.3K - $22.4K
|
4.03K
$466K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
208+ 1.69% |
$20.2K - $22.3K
|
12.5K
$1.45M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
205+ 5.42% |
$19.9K - $22K
|
3.98K
$461K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
201New |
$19.5K - $21.6K
|
201
$23.2K
|