Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
17+ 0.32% |
$1.51K - $1.81K
|
5.32K
$524K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.37% |
$1.51K - $1.81K
|
4.61K
$454K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17+ 0.07% |
$1.51K - $1.81K
|
22.9K
$2.25M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
17+ 0.36% |
$1.51K - $1.81K
|
4.79K
$472K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
17+ 0.3% |
$1.51K - $1.81K
|
5.61K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16+ 0.26% |
$1.42K - $1.7K
|
6.16K
$607K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.18% |
$1.33K - $1.6K
|
8.43K
$831K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$1.33K - $1.6K
|
4.05K
$399K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14+ 0.14% |
$1.24K - $1.49K
|
10.1K
$994K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.15K - $1.39K
|
13
$1.28K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12+ 0.48% |
$1.07K - $1.28K
|
2.5K
$246K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.07K - $1.28K
|
3.39K
$334K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12New |
$1.07K - $1.28K
|
12
$1.18K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
12+ 0.52% |
$1.07K - $1.28K
|
2.3K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
11+ 0.35% |
$977 - $1.17K
|
3.14K
$309K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.15% |
$888 - $1.07K
|
6.48K
$638K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
9+ 0.16% |
$799 - $959
|
5.8K
$572K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8+ 0.11% |
$711 - $852
|
7.2K
$710K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$622 - $746
|
1.91K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6+ 0.08% |
$533 - $639
|
7.16K
$706K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.34% |
$533 - $639
|
1.8K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$533 - $639
|
6
$591
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.13% |
$444 - $533
|
3.76K
$370K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$444 - $533
|
3.01K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.16% |
$355 - $426
|
2.53K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 0.03% |
$355 - $426
|
13K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3+ 0.05% |
$266 - $320
|
5.47K
$539K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$178 - $213
|
3.81K
$376K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.55% |
$178 - $213
|
367
$36.2K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$178 - $213
|
2.75K
$271K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.02% |
$178 - $213
|
11.1K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$178 - $213
|
6.14K
$605K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.02% |
$178 - $213
|
11.7K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.03% |
$88.8 - $107
|
3.31K
$326K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$88.8 - $107
|
3.32K
$327K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.23% |
$88.8 - $107
|
441
$43.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1+ 0.03% |
$88.8 - $107
|
3.47K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.23% |
$88.8 - $107
|
434
$42.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$88.8 - $107
|
344
$33.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$88.8 - $107
|
4.13K
$406K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$88.8 - $107
|
740
$72.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$88.8 - $107
|
52
$5.12K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 1.75% |
$88.8 - $107
|
56
$5.52K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.06% |
$178 - $213
|
3.21K
$316K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$355 - $426
|
4.03K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5- 0.05% |
$444 - $533
|
9.88K
$974K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6- 0.37% |
$533 - $639
|
1.62K
$160K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8- 10.67% |
$711 - $852
|
67
$6.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 6.38% |
$1.33K - $1.6K
|
220
$21.7K
|