Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
48.7KNew |
$4.19M - $5.03M
|
48.7K
$5.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
48.5K+ 222.67% |
$4.18M - $5.01M
|
70.3K
$8.23M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.3K+ 231.23% |
$4.17M - $5M
|
69.2K
$8.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48K+ 192.68% |
$4.13M - $4.96M
|
72.9K
$8.53M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
47.4K+ 43902.78% |
$4.09M - $4.9M
|
47.5K
$5.57M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.3K+ 435.89% |
$4.08M - $4.89M
|
58.2K
$6.81M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.2K+ 166.83% |
$4.07M - $4.88M
|
75.4K
$8.84M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.4KNew |
$4M - $4.8M
|
46.4K
$5.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45.3KNew |
$3.9M - $4.68M
|
45.3K
$5.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43.1KNew |
$3.71M - $4.45M
|
43.1K
$5.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41.9KNew |
$3.61M - $4.33M
|
41.9K
$4.91M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$3.58M - $4.29M
|
41.5K
$4.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41K+ 14.18% |
$3.54M - $4.24M
|
330K
$38.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
41KNew |
$3.53M - $4.23M
|
41K
$4.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.5K+ 33.47% |
$3.32M - $3.98M
|
154K
$18M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.7K+ 16.01% |
$3.25M - $3.89M
|
273K
$32M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
37.4KNew |
$3.22M - $3.86M
|
37.4K
$4.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
36.1KNew |
$3.11M - $3.73M
|
36.1K
$4.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
34.5K+ 193.41% |
$2.98M - $3.57M
|
52.4K
$6.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.3K+ 18.06% |
$2.96M - $3.55M
|
224K
$26.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34K+ 51.46% |
$2.93M - $3.51M
|
100K
$11.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.9K+ 44.12% |
$2.92M - $3.5M
|
111K
$13M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.6K+ 23.76% |
$2.89M - $3.47M
|
175K
$20.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
33.2KNew |
$2.86M - $3.43M
|
33.2K
$3.89M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
33.1K+ 87.64% |
$2.85M - $3.42M
|
70.8K
$8.3M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
32K+ 13104.51% |
$2.76M - $3.31M
|
32.2K
$3.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
31.6KNew |
$2.72M - $3.27M
|
31.6K
$3.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
29.8KNew |
$2.57M - $3.08M
|
29.8K
$3.49M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.2KNew |
$2.43M - $2.91M
|
28.2K
$3.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27.5KNew |
$2.37M - $2.85M
|
27.5K
$3.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.6K+ 269.98% |
$2.3M - $2.75M
|
36.5K
$4.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26.5K+ 658.58% |
$2.28M - $2.74M
|
30.5K
$3.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
26.3K+ 27.19% |
$2.27M - $2.72M
|
123K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3K+ 293.01% |
$2.27M - $2.72M
|
35.3K
$4.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
26.3K+ 54.42% |
$2.27M - $2.72M
|
74.7K
$8.74M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
26.1K+ 3097.62% |
$2.25M - $2.7M
|
26.9K
$3.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
26.1K+ 96.85% |
$2.25M - $2.69M
|
52.9K
$6.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25.5KNew |
$2.2M - $2.63M
|
25.5K
$2.98M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
25.2KNew |
$2.17M - $2.6M
|
25.2K
$2.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.7K+ 149.46% |
$2.13M - $2.56M
|
41.3K
$4.83M
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
23.9K+ 997.0% |
$2.06M - $2.47M
|
26.3K
$3.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23.8K+ 222.37% |
$2.05M - $2.46M
|
34.4K
$4.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23.5K+ 7.48% |
$2.02M - $2.42M
|
337K
$39.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22.3KNew |
$1.92M - $2.3M
|
22.3K
$2.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.5K+ 777.93% |
$1.85M - $2.22M
|
24.2K
$2.84M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
20.4K+ 8802.59% |
$1.76M - $2.11M
|
20.7K
$2.42M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.9K+ 571.35% |
$1.72M - $2.06M
|
23.4K
$2.74M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
19.9KNew |
$1.72M - $2.06M
|
19.9K
$2.33M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.4K+ 106.66% |
$1.67M - $2M
|
37.5K
$4.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19KNew |
$1.64M - $1.97M
|
19K
$2.23M
|