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 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
377New |
$32.5K - $39K
|
377
$44.2K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
366+ 8.82% |
$31.5K - $37.8K
|
4.52K
$529K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
353+ 4.1% |
$30.4K - $36.5K
|
8.97K
$1.05M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
328+ 3.9% |
$28.3K - $33.9K
|
8.74K
$1.02M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
328+ 0.51% |
$28.3K - $33.9K
|
64.2K
$7.52M
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
321+ 10.21% |
$27.7K - $33.2K
|
3.47K
$406K
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
314New |
$27.1K - $32.5K
|
314
$36.8K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
306New |
$26.4K - $31.6K
|
306
$35.8K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
304New |
$26.2K - $31.4K
|
304
$35.6K
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
304+ 0.32% |
$26.2K - $31.4K
|
94.6K
$11.1M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300New |
$25.9K - $31K
|
300
$35.1K
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
290+ 0.65% |
$25K - $30K
|
44.8K
$5.25M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
278+ 4.7% |
$24K - $28.7K
|
6.19K
$725K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
255+ 1.43% |
$22K - $26.4K
|
18.1K
$2.12M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250+ 83.33% |
$21.6K - $25.8K
|
550
$64.4K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
225+ 1.42% |
$19.4K - $23.3K
|
16K
$1.88M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
221+ 7.21% |
$19.1K - $22.8K
|
3.29K
$385K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
220+ 3.4% |
$19K - $22.7K
|
6.69K
$784K
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
211+ 7.76% |
$18.2K - $21.8K
|
2.93K
$343K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
209+ 1.1% |
$18K - $21.6K
|
19.2K
$2.25M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
204New |
$17.6K - $21.1K
|
204
$23.9K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$16.5K - $19.7K
|
191
$22.4K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
189New |
$16.3K - $19.5K
|
189
$22.1K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
180New |
$15.5K - $18.6K
|
180
$21.1K
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
179+ 1.63% |
$15.4K - $18.5K
|
11.2K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
167+ 4.99% |
$14.4K - $17.3K
|
3.52K
$412K
|
|
Jul 12, 2022
Q2 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
158+ 0.99% |
$13.6K - $16.3K
|
16K
$1.88M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
147New |
$12.7K - $15.2K
|
147
$17.2K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
147+ 0.16% |
$12.7K - $15.2K
|
92.8K
$10.9M
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
146+ 3.09% |
$12.6K - $15.1K
|
4.87K
$570K
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
143+ 2.89% |
$12.3K - $14.8K
|
5.08K
$595K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
141+ 2.16% |
$12.2K - $14.6K
|
6.68K
$782K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
140New |
$12.1K - $14.5K
|
140
$16.4K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
137+ 1.21% |
$11.8K - $14.2K
|
11.4K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
134+ 0.29% |
$11.6K - $13.9K
|
47.1K
$5.51M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130+ 20.97% |
$11.2K - $13.4K
|
750
$87.8K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
125+ 2.71% |
$10.8K - $12.9K
|
4.74K
$555K
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
116+ 0.7% |
$10K - $12K
|
16.7K
$1.96M
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 0.21% |
$9.91K - $11.9K
|
54K
$6.32M
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
114+ 59.38% |
$9.83K - $11.8K
|
306
$35.8K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
113+ 17.55% |
$9.74K - $11.7K
|
757
$88.7K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
109New |
$9.4K - $11.3K
|
109
$12.8K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
108+ 771.43% |
$9.31K - $11.2K
|
122
$14.3K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
100+ 3.45% |
$8.62K - $10.3K
|
3K
$351K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
100+ 1.73% |
$8.62K - $10.3K
|
5.88K
$688K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
92New |
$7.93K - $9.51K
|
92
$10.8K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
92+ 1.22% |
$7.93K - $9.51K
|
7.66K
$897K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
91+ 4.14% |
$7.84K - $9.41K
|
2.29K
$268K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
91+ 1.8% |
$7.84K - $9.41K
|
5.14K
$602K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
85+ 0.17% |
$7.33K - $8.79K
|
49.7K
$5.82M
|