Purchases and Sales Made in Q2 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 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 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.69K+ 5.42% |
$148K - $161K
|
32.8K
$3.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.68K+ 16.44% |
$147K - $161K
|
11.9K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.61K+ 7.56% |
$141K - $154K
|
22.9K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58K+ 6.69% |
$138K - $151K
|
25.1K
$2.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.57K+ 8.85% |
$137K - $150K
|
19.3K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.54K+ 16.22% |
$135K - $147K
|
11K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.49K+ 3.26% |
$130K - $142K
|
47.1K
$5.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.48K+ 3.68% |
$130K - $141K
|
41.7K
$4.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47KNew |
$129K - $141K
|
1.47K
$173K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.43K+ 2.64% |
$126K - $137K
|
55.8K
$6.53M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.43K+ 3.31% |
$125K - $137K
|
44.7K
$5.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.43K+ 3.31% |
$125K - $137K
|
44.7K
$5.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.39K+ 1.97% |
$122K - $133K
|
72K
$8.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 1.54% |
$122K - $133K
|
91.3K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38K+ 0.19% |
$121K - $132K
|
711K
$83.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 19.73% |
$120K - $131K
|
8.33K
$976K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 33.16% |
$120K - $131K
|
5.49K
$643K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.36KNew |
$119K - $130K
|
1.36K
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 2.93% |
$115K - $126K
|
46.2K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$101K - $111K
|
1.16K
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.13KNew |
$99.2K - $108K
|
1.13K
$133K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.1K+ 0.98% |
$96.1K - $105K
|
113K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 2.09% |
$95K - $104K
|
53.1K
$6.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08K+ 32.53% |
$94.3K - $103K
|
4.39K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1K+ 4.4% |
$87.6K - $95.6K
|
23.8K
$2.78M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
967+ 0.97% |
$84.7K - $92.4K
|
100K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
915+ 2.02% |
$80.1K - $87.4K
|
46.3K
$5.42M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
911+ 1.52% |
$79.8K - $87.1K
|
61K
$7.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
909+ 3.48% |
$79.6K - $86.9K
|
27K
$3.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
877+ 1.14% |
$76.8K - $83.8K
|
78.1K
$9.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
865+ 1.59% |
$75.8K - $82.7K
|
55.2K
$6.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
850+ 3.05% |
$74.5K - $81.2K
|
28.7K
$3.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
817+ 1.56% |
$71.6K - $78.1K
|
53.1K
$6.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
794+ 0.28% |
$69.5K - $75.9K
|
285K
$33.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
773+ 0.92% |
$67.7K - $73.9K
|
85K
$9.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
744+ 2.76% |
$65.2K - $71.1K
|
27.7K
$3.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
650+ 22.98% |
$56.9K - $62.1K
|
3.48K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
647+ 10.68% |
$56.7K - $61.8K
|
6.7K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
638+ 6.21% |
$55.9K - $61K
|
10.9K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
614+ 2.69% |
$53.8K - $58.7K
|
23.4K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
572+ 0.91% |
$50.1K - $54.7K
|
63.2K
$7.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
546+ 0.26% |
$47.8K - $52.2K
|
211K
$24.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
527+ 12.07% |
$46.2K - $50.4K
|
4.89K
$573K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
521+ 1.02% |
$45.6K - $49.8K
|
51.7K
$6.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
485+ 1.5% |
$42.5K - $46.3K
|
32.8K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
464+ 28.24% |
$40.6K - $44.3K
|
2.11K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
444New |
$38.9K - $42.4K
|
444
$52K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
444+ 2.83% |
$38.9K - $42.4K
|
16.1K
$1.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
434+ 20.23% |
$38K - $41.5K
|
2.58K
$302K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
430+ 3.96% |
$37.7K - $41.1K
|
11.3K
$1.32M
|