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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77+ 33.33% |
$6.64K - $7.96K
|
308
$36.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
72+ 4.33% |
$6.21K - $7.44K
|
1.74K
$203K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
64New |
$5.52K - $6.62K
|
64
$7.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
60+ 22.39% |
$5.17K - $6.2K
|
328
$38.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
59+ 1.62% |
$5.09K - $6.1K
|
3.71K
$434K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57+ 5700.0% |
$4.91K - $5.89K
|
58
$6.79K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
57+ 0.24% |
$4.91K - $5.89K
|
23.6K
$2.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
55+ 1.67% |
$4.74K - $5.69K
|
3.36K
$393K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
53+ 0.86% |
$4.57K - $5.48K
|
6.2K
$726K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
52+ 1.95% |
$4.48K - $5.38K
|
2.72K
$319K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
50New |
$4.31K - $5.17K
|
50
$5.86K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
47+ 2.63% |
$4.05K - $4.86K
|
1.83K
$215K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
36+ 60.0% |
$3.1K - $3.72K
|
96
$11.2K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
34+ 12.06% |
$2.93K - $3.51K
|
316
$37K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
32+ 3.93% |
$2.76K - $3.31K
|
847
$99.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
32+ 11.15% |
$2.76K - $3.31K
|
319
$37.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
30+ 34.88% |
$2.59K - $3.1K
|
116
$13.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
29New |
$2.5K - $3K
|
29
$3.4K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
28+ 1.41% |
$2.41K - $2.89K
|
2.01K
$235K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
26New |
$2.24K - $2.69K
|
26
$3.04K
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
23+ 0.32% |
$1.98K - $2.38K
|
7.29K
$854K
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
23New |
$1.98K - $2.38K
|
23
$2.69K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.7% |
$1.9K - $2.27K
|
3.18K
$372K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
21+ 0.32% |
$1.81K - $2.17K
|
6.49K
$760K
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
21+ 0.53% |
$1.81K - $2.17K
|
3.99K
$468K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.27% |
$1.72K - $2.07K
|
7.35K
$861K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
17+ 0.67% |
$1.47K - $1.76K
|
2.56K
$300K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.25% |
$1.38K - $1.65K
|
6.31K
$739K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.07% |
$1.29K - $1.55K
|
22.8K
$2.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.23% |
$1.29K - $1.55K
|
6.44K
$754K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.29% |
$1.12K - $1.34K
|
4.55K
$533K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$1.03K - $1.24K
|
4K
$469K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11New |
$948 - $1.14K
|
11
$1.29K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
11+ 0.33% |
$948 - $1.14K
|
3.35K
$392K
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.02% |
$948 - $1.14K
|
56.7K
$6.64M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$862 - $1.03K
|
10
$1.17K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.2% |
$862 - $1.03K
|
4.91K
$575K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.3% |
$776 - $930
|
3.01K
$353K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8+ 1.12% |
$690 - $827
|
721
$84.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8+ 0.13% |
$690 - $827
|
5.99K
$702K
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.19% |
$603 - $724
|
3.63K
$425K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.18% |
$517 - $620
|
3.26K
$382K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.34% |
$517 - $620
|
1.77K
$208K
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6+ 0.13% |
$517 - $620
|
4.62K
$541K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.22% |
$517 - $620
|
2.72K
$319K
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.12% |
$517 - $620
|
5K
$586K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5+ 2.38% |
$431 - $517
|
215
$25.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.07% |
$345 - $413
|
5.43K
$636K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.12% |
$345 - $413
|
3.45K
$404K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$345 - $413
|
4.41K
$516K
|