Purchases and Sales Made in Q2 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 Q2 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
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
5.3K
New
$464K - $506K
5.3K $613K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
5.22K
+ 8.46%
$457K - $499K
66.9K $7.74M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
5.22K
+ 52.79%
$457K - $498K
15.1K $1.75M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
4.79K
New
$420K - $458K
4.79K $554K
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
4.74K
New
$415K - $452K
4.74K $548K
Jul 13, 2023 Q2 2023
Atlas Private Wealth Management

BUY
 -
4.59K
+ 44.49%
$402K - $439K
14.9K $1.72M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
4.4K
+ 1.42%
$385K - $420K
313K $36.2M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
4.31K
New
$378K - $412K
4.31K $499K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.16K
+ 5.34%
$365K - $398K
82.2K $9.5M
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
3.97K
New
$348K - $380K
3.97K $459K
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
3.81K
+ 36.94%
$334K - $364K
14.1K $1.64M
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.62K
+ 4.01%
$317K - $346K
93.7K $10.8M
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
3.58K
+ 16.46%
$313K - $342K
25.3K $2.93M
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
3.48K
New
$305K - $333K
3.48K $403K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
3.46K
+ 4.67%
$303K - $331K
77.5K $8.97M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
3.45K
+ 17.07%
$302K - $329K
23.6K $2.73M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
3.35K
New
$293K - $320K
3.35K $387K
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
3.22K
New
$282K - $308K
3.22K $373K
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
3.14K
+ 7.81%
$275K - $300K
43.3K $5.01M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
3.1K
New
$272K - $296K
3.1K $359K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
2.95K
New
$258K - $282K
2.95K $341K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
2.93K
+ 4.23%
$256K - $280K
72.1K $8.34M
Aug 08, 2023 Q2 2023
Concentrum Wealth Management

BUY
 -
2.88K
New
$252K - $275K
2.88K $333K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.76K
+ 0.67%
$241K - $263K
416K $48.1M
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
2.66K
New
$233K - $254K
2.66K $307K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
2.51K
New
$220K - $240K
2.51K $290K
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.41K
New
$211K - $230K
2.41K $278K
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
2.4K
New
$210K - $230K
2.4K $278K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
2.37K
New
$208K - $226K
2.37K $274K
Jul 28, 2023 Q2 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
2.36K
New
$207K - $226K
2.36K $273K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
2.35K
+ 2.69%
$206K - $224K
89.6K $10.4M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
2.31K
+ 107.05%
$202K - $221K
4.46K $516K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.3K
New
$202K - $220K
2.3K $266K
Jul 13, 2023 Q2 2023
Saxon Interests, Inc.

BUY
 -
2.29K
New
$200K - $219K
2.29K $265K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
2.26K
New
$198K - $216K
2.26K $262K
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.26K
+ 58.91%
$198K - $216K
6.09K $704K
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
2.21K
New
$193K - $211K
2.21K $255K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.17K
+ 1.79%
$190K - $207K
123K $14.3M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.15K
+ 3.14%
$188K - $205K
70.5K $8.16M
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
2.13K
New
$187K - $204K
2.13K $246K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.11K
+ 72.03%
$185K - $202K
5.05K $584K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.11K
+ 6.41%
$184K - $201K
35K $4.04M
Jul 26, 2023 Q2 2023
Destiny Wealth Partners, LLC

BUY
 -
2.08K
New
$182K - $198K
2.08K $240K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.03K
+ 12.08%
$178K - $194K
18.9K $2.18M
Aug 02, 2023 Q2 2023
Jsf Financial, LLC

BUY
 -
2.03K
+ 3.07%
$178K - $194K
68.3K $7.9M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
1.94K
+ 24.36%
$170K - $186K
9.93K $1.15M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.81K
+ 1.86%
$159K - $173K
99K $11.5M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.79K
+ 34.52%
$157K - $171K
6.97K $806K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.77K
+ 16.39%
$155K - $169K
12.6K $1.45M

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