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
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.39K
+ 7.86%
$213K - $255K
32.9K $3.8M
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.38K
+ 4.64%
$211K - $254K
53.7K $6.22M
Oct 02, 2024 Q1 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
2.36K
New
$210K - $251K
2.36K $273K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
2.27K
+ 36.5%
$202K - $242K
8.5K $984K
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
2.26K
New
$200K - $240K
2.26K $261K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
2.21K
New
$197K - $236K
2.21K $256K
May 11, 2023 Q1 2023
Kendall Capital Management

BUY
 -
2.21K
New
$196K - $236K
2.21K $256K
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
2.21K
+ 2.86%
$196K - $235K
79.5K $9.19M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
2.16K
New
$191K - $230K
2.16K $249K
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
2.08K
+ 2.75%
$184K - $221K
77.7K $8.99M
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
1.97K
+ 12.56%
$175K - $210K
17.7K $2.05M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.92K
+ 4.82%
$171K - $205K
41.7K $4.82M
May 01, 2023 Q1 2023
Stillwater Capital Advisors, LLC

BUY
 -
1.9K
+ 11.97%
$168K - $202K
17.7K $2.05M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.86K
+ 75.85%
$165K - $198K
4.31K $498K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
1.8K
+ 35.54%
$160K - $192K
6.88K $795K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
1.77K
+ 1.3%
$157K - $188K
137K $15.9M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.72K
+ 11.4%
$153K - $184K
16.8K $1.95M
Apr 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
1.72K
+ 20.03%
$153K - $183K
10.3K $1.19M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
1.65K
+ 50.79%
$146K - $175K
4.88K $565K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.58K
+ 87.32%
$141K - $169K
3.4K $393K
Apr 21, 2023 Q1 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
1.58K
+ 50.32%
$140K - $168K
4.72K $546K
Apr 21, 2023 Q1 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
1.58K
+ 22.67%
$140K - $168K
8.53K $987K
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
1.56K
+ 30.66%
$139K - $166K
6.65K $769K
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
1.54K
+ 3.29%
$137K - $164K
48.4K $5.59M
May 12, 2023 Q1 2023
Jsf Financial, LLC

BUY
 -
1.54K
+ 2.37%
$136K - $164K
66.2K $7.66M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.52K
+ 3.28%
$135K - $162K
48K $5.55M
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
1.51K
+ 3.91%
$134K - $161K
40.2K $4.65M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
1.5K
+ 51.93%
$134K - $160K
4.4K $509K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.46K
+ 16244.44%
$130K - $156K
1.47K $170K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
1.39K
+ 7.78%
$124K - $149K
19.3K $2.23M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
1.34K
New
$119K - $142K
1.34K $155K
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
1.25K
+ 3.05%
$111K - $133K
42.2K $4.88M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.24K
+ 9.03%
$110K - $132K
15K $1.73M
May 12, 2023 Q1 2023
Campion Asset Management

BUY
 -
1.2K
+ 8.27%
$106K - $128K
15.7K $1.81M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.2K
+ 4.55%
$106K - $127K
27.5K $3.18M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.19K
+ 4.98%
$106K - $127K
25.1K $2.9M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.17K
+ 50.04%
$104K - $124K
3.5K $404K
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.11K
+ 7.58%
$98.4K - $118K
15.7K $1.82M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.01K
+ 245.63%
$89.9K - $108K
1.42K $165K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
988
+ 1.63%
$87.8K - $105K
61.7K $7.13M
May 10, 2023 Q1 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
985
+ 2.25%
$87.5K - $105K
44.8K $5.18M
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
950
+ 6.42%
$84.4K - $101K
15.8K $1.82M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
885
+ 2.83%
$78.6K - $94.3K
32.1K $3.72M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
869
+ 24.86%
$77.2K - $92.6K
4.37K $505K
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
850
+ 1.39%
$75.5K - $90.6K
61.9K $7.16M
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
828
+ 1.71%
$73.5K - $88.2K
49.1K $5.68M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
820
New
$72.8K - $87.4K
820 $94.8K
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
808
+ 31.49%
$71.8K - $86.1K
3.37K $390K
Apr 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
781
+ 12.4%
$69.4K - $83.2K
7.08K $819K

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