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 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
758
+ 2.5%
$67.3K - $80.8K
31.1K $3.6M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
751
+ 1.55%
$66.7K - $80K
49.2K $5.69M
Apr 11, 2023 Q1 2023
Gpm Growth Investors, Inc.

BUY
 -
745
+ 5.07%
$66.2K - $79.4K
15.4K $1.78M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
741
+ 17.89%
$65.8K - $79K
4.88K $565K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
726
+ 0.66%
$64.5K - $77.4K
111K $12.8M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
720
New
$64K - $76.7K
720 $83.3K
May 12, 2023 Q1 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
716
New
$63.6K - $76.3K
716 $82.8K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
697
+ 2.81%
$61.9K - $74.3K
25.5K $2.95M
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
660
+ 1.23%
$58.6K - $70.3K
54.3K $6.29M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
645
+ 19.4%
$57.3K - $68.7K
3.97K $459K
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
625
+ 12.25%
$55.5K - $66.6K
5.73K $663K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
624
+ 0.41%
$55.4K - $66.5K
151K $17.5M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
621
+ 1.38%
$55.2K - $66.2K
45.6K $5.28M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
600
+ 11.67%
$53.3K - $63.9K
5.74K $664K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
597
+ 13.06%
$53K - $63.6K
5.17K $598K
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
578
+ 1.12%
$51.3K - $61.6K
52K $6.02M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
544
+ 294.05%
$48.3K - $58K
729 $84.3K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
483
+ 6.24%
$42.9K - $51.5K
8.22K $951K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
482
+ 1.2%
$42.8K - $51.4K
40.6K $4.69M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
458
New
$40.7K - $48.8K
458 $53K
May 11, 2023 Q1 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
445
+ 1.17%
$39.5K - $47.4K
38.3K $4.43M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
444
New
$39.4K - $47.3K
444 $51.4K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
435
New
$38.6K - $46.4K
435 $50.3K
Apr 12, 2023 Q1 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
426
+ 2.7%
$37.8K - $45.4K
16.2K $1.88M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
420
+ 4.35%
$37.3K - $44.8K
10.1K $1.17M
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
409
+ 3.91%
$36.3K - $43.6K
10.9K $1.26M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
403
+ 0.94%
$35.8K - $42.9K
43.2K $5M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
401
+ 1.74%
$35.6K - $42.7K
23.5K $2.72M
May 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
BUY
 -
401
+ 6.11%
$35.6K - $42.7K
6.96K $805K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
400
+ 2.91%
$35.5K - $42.6K
14.1K $1.63M
Apr 24, 2023 Q1 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
400
+ 36.36%
$35.5K - $42.6K
1.5K $173K
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
383
New
$34K - $40.8K
383 $44.3K
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
379
+ 10.98%
$33.7K - $40.4K
3.83K $443K
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
370
New
$32.9K - $39.4K
370 $42.8K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
363
+ 0.47%
$32.2K - $38.7K
77.2K $8.93M
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
355
+ 0.56%
$31.5K - $37.8K
63.3K $7.32M
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
321
+ 4.19%
$28.5K - $34.2K
7.98K $923K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
316
+ 0.45%
$28.1K - $33.7K
70.6K $8.16M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
309
+ 11.24%
$27.4K - $32.9K
3.06K $354K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
290
+ 1.47%
$25.8K - $30.9K
20.1K $2.32M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
285
+ 4.86%
$25.3K - $30.4K
6.15K $711K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
262
+ 2.62%
$23.3K - $27.9K
10.3K $1.19M
May 08, 2023 Q1 2023
Weil Company, Inc.

BUY
 -
262
+ 6.84%
$23.3K - $27.9K
4.09K $474K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
261
+ 0.28%
$23.2K - $27.8K
93.3K $10.8M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
258
New
$22.9K - $27.5K
258 $29.8K
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
250
+ 59.81%
$22.2K - $26.6K
668 $77.3K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
248
New
$22K - $26.4K
248 $28.7K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
243
+ 5.82%
$21.6K - $25.9K
4.42K $511K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
237
+ 2.5%
$21.1K - $25.3K
9.7K $1.12M

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