Purchases and Sales Made in Q1 2023 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS) during Q1 2023. 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
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.86K
+ 18.36%
$698K - $838K
50.7K $5.86M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.36K
New
$653K - $784K
7.36K $851K
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
7.11K
New
$632K - $758K
7.11K $823K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
7.07K
+ 5.27%
$628K - $754K
141K $16.3M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
6.8K
+ 340.95%
$604K - $725K
8.8K $1.02M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
6.5K
New
$578K - $693K
6.5K $752K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
6.19K
New
$549K - $659K
6.19K $715K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
5.86K
+ 7.48%
$521K - $625K
84.3K $9.75M
May 15, 2023 Q1 2023
Hbk Investments L P

Dallas, TX
BUY
 -
5.67K
New
$503K - $604K
5.67K $655K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.62K
+ 12.48%
$499K - $599K
50.7K $5.86M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
5.16K
New
$458K - $549K
5.16K $596K
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
5.05K
New
$448K - $538K
5.05K $584K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.93K
New
$437K - $525K
4.93K $570K
Apr 26, 2023 Q1 2023
Mv Capital Management, Inc.

BUY
 -
4.89K
+ 890.16%
$434K - $521K
5.44K $629K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
4.83K
+ 62.77%
$429K - $515K
12.5K $1.45M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
4.83K
New
$429K - $515K
4.83K $559K
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
4.7K
+ 10.07%
$418K - $501K
51.4K $5.95M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
4.54K
+ 2.38%
$403K - $484K
195K $22.6M
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
4.53K
+ 5.84%
$402K - $483K
82.1K $9.5M
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
4.5K
+ 9.41%
$400K - $480K
52.3K $6.05M
May 11, 2023 Q1 2023
Diametric Capital, LP

Boston, MA
BUY
 -
4.28K
New
$380K - $456K
4.28K $495K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
4.27K
+ 6.12%
$379K - $455K
74.1K $8.57M
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
4.24K
New
$376K - $451K
4.24K $490K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.17K
+ 131.14%
$371K - $445K
7.36K $851K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
4.13K
New
$367K - $440K
4.13K $477K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.04K
New
$359K - $431K
4.04K $468K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
4K
+ 181.32%
$355K - $426K
6.21K $718K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.99K
+ 2.63%
$354K - $425K
156K $18M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
3.95K
+ 3.67%
$351K - $421K
112K $12.9M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
3.77K
+ 50.62%
$335K - $402K
11.2K $1.3M
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
3.67K
+ 55.22%
$326K - $391K
10.3K $1.19M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
3.62K
New
$322K - $386K
3.62K $419K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.52K
+ 1.63%
$313K - $375K
220K $25.4M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
3.32K
New
$295K - $354K
3.32K $384K
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
3.29K
New
$292K - $350K
3.29K $380K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
3.23K
+ 2.86%
$287K - $344K
116K $13.4M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.21K
+ 7.43%
$285K - $342K
46.4K $5.36M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
3.11K
New
$277K - $332K
3.11K $360K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
3.1K
New
$275K - $330K
3.1K $358K
Apr 21, 2023 Q1 2023
Index Fund Advisors, Inc.

BUY
 -
2.93K
+ 63.33%
$261K - $313K
7.57K $875K
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
2.84K
New
$252K - $302K
2.84K $328K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.83K
+ 19.87%
$251K - $302K
17.1K $1.98M
May 11, 2023 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
2.77K
New
$246K - $295K
2.77K $320K
Apr 14, 2023 Q1 2023
Birch Hill Investment Advisors LLC

BUY
 -
2.74K
+ 36.54%
$243K - $291K
10.2K $1.18M
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
2.54K
+ 2.12%
$226K - $271K
122K $14.2M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
2.53K
New
$225K - $270K
2.53K $293K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.51K
+ 43.32%
$223K - $268K
8.31K $961K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
2.48K
New
$221K - $265K
2.48K $287K
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

BUY
 -
2.4K
+ 5.65%
$213K - $256K
44.9K $5.19M

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