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 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
204
+ 0.3%
$18.1K - $21.7K
68.8K $8.06M
Apr 21, 2023 Q1 2023
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
200
+ 3.32%
$17.8K - $21.3K
6.23K $730K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
196
+ 1.66%
$17.4K - $20.9K
12K $1.41M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
192
+ 16.2%
$17.1K - $20.5K
1.38K $161K
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
190
+ 8.47%
$16.9K - $20.2K
2.43K $285K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
176
+ 1.2%
$15.6K - $18.8K
14.8K $1.73M
May 15, 2023 Q1 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
174
+ 3.73%
$15.5K - $18.5K
4.84K $567K
May 15, 2023 Q1 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
163
+ 0.13%
$14.5K - $17.4K
128K $14.9M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
150
+ 6.74%
$13.3K - $16K
2.38K $278K
May 02, 2023 Q1 2023
Maple Capital Management, Inc.

BUY
 -
146
+ 4.17%
$13K - $15.6K
3.65K $427K
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
129
+ 1.08%
$11.5K - $13.7K
12.1K $1.42M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
120
+ 7.88%
$10.7K - $12.8K
1.64K $192K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
119
+ 4.23%
$10.6K - $12.7K
2.94K $344K
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
110
+ 2.86%
$9.77K - $11.7K
3.95K $463K
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
108
+ 0.58%
$9.59K - $11.5K
18.6K $2.17M
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
106
+ 3.27%
$9.41K - $11.3K
3.35K $392K
Apr 28, 2023 Q1 2023
Sja Financial Advisory, LLC

BUY
 -
100
+ 0.27%
$8.88K - $10.7K
36.5K $4.27M
Apr 07, 2023 Q1 2023
Cypress Financial Planning LLC

BUY
 -
91
+ 1.77%
$8.08K - $9.7K
5.23K $612K
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

BUY
 -
81
New
$7.19K - $8.63K
81 $9.49K
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
77
+ 0.34%
$6.84K - $8.21K
22.7K $2.66M
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
70
+ 2.72%
$6.22K - $7.46K
2.64K $309K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
57
+ 0.58%
$5.06K - $6.07K
9.89K $1.16M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
56
+ 1.72%
$4.97K - $5.97K
3.31K $388K
May 02, 2023 Q1 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
54
+ 0.84%
$4.8K - $5.75K
6.51K $762K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
53
+ 0.77%
$4.71K - $5.65K
6.98K $817K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
53
+ 0.88%
$4.71K - $5.65K
6.06K $709K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
52
+ 1.71%
$4.62K - $5.54K
3.1K $363K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
50
New
$4.44K - $5.33K
50 $5.86K
May 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
48
+ 1.95%
$4.26K - $5.11K
2.51K $294K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
47
+ 0.5%
$4.17K - $5.01K
9.42K $1.1M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
45
+ 0.9%
$4K - $4.8K
5.04K $590K
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
45
+ 0.21%
$4K - $4.8K
21.7K $2.54M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
42
+ 0.31%
$3.73K - $4.48K
13.5K $1.58M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
39
+ 0.35%
$3.46K - $4.16K
11K $1.29M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
36
+ 75.0%
$3.2K - $3.84K
84 $9.84K
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
33
+ 0.36%
$2.93K - $3.52K
9.27K $1.09M
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
33
+ 1.31%
$2.93K - $3.52K
2.55K $299K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
33
+ 3.71%
$2.93K - $3.52K
922 $108K
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
BUY
 -
32
New
$2.84K - $3.41K
32 $3.75K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
28
+ 0.41%
$2.49K - $2.98K
6.78K $794K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
27
+ 0.5%
$2.4K - $2.88K
5.42K $635K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
26
New
$2.31K - $2.77K
26 $3.04K
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
25
New
$2.22K - $2.66K
25 $2.93K
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
24
+ 0.32%
$2.13K - $2.56K
7.57K $886K
Apr 18, 2023 Q1 2023
Newton One Investments LLC

BUY
 -
21
+ 0.36%
$1.87K - $2.24K
5.86K $686K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
20
+ 1.78%
$1.78K - $2.13K
1.14K $134K
May 10, 2023 Q1 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
19
+ 0.17%
$1.69K - $2.02K
11.3K $1.32M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
17
+ 0.36%
$1.51K - $1.81K
4.79K $561K
May 04, 2023 Q1 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
17
+ 0.3%
$1.51K - $1.81K
5.61K $657K

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