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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
419+ 12.61% |
$36.7K - $40K
|
3.74K
$433K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
418+ 0.66% |
$36.6K - $39.9K
|
63.7K
$7.37M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
413+ 12.66% |
$36.2K - $39.5K
|
3.68K
$425K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
405+ 4.08% |
$35.5K - $38.7K
|
10.3K
$1.2M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
395+ 0.95% |
$34.6K - $37.7K
|
41.8K
$4.84M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
386+ 0.87% |
$33.8K - $36.9K
|
44.7K
$5.17M
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
376New |
$32.9K - $35.9K
|
376
$43.5K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
356+ 2.2% |
$31.2K - $34K
|
16.6K
$1.92M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
348+ 19.99% |
$30.5K - $33.3K
|
2.09K
$242K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
347+ 187.57% |
$30.4K - $33.2K
|
532
$61.5K
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
340+ 6.5% |
$29.8K - $32.5K
|
5.57K
$644K
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
326+ 0.6% |
$28.6K - $31.2K
|
54.7K
$6.33M
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
321+ 3.36% |
$28.1K - $30.7K
|
9.88K
$1.14M
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
301+ 1.58% |
$26.4K - $28.8K
|
19.4K
$2.24M
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
298+ 44.61% |
$26.1K - $28.5K
|
966
$112K
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
282+ 2.45% |
$24.7K - $26.9K
|
11.8K
$1.36M
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
270+ 1.72% |
$23.6K - $25.8K
|
16K
$1.85M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
266+ 3.24% |
$23.3K - $25.4K
|
8.49K
$982K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
262+ 1.1% |
$22.9K - $25K
|
24K
$2.78M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
254+ 8.44% |
$22.2K - $24.3K
|
3.26K
$377K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
252+ 9.55% |
$22.1K - $24.1K
|
2.89K
$334K
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
243+ 1.05% |
$21.3K - $23.2K
|
23.3K
$2.7M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
240+ 72.51% |
$21K - $22.9K
|
571
$66K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
234+ 8.71% |
$20.5K - $22.4K
|
2.92K
$338K
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
233+ 4.37% |
$20.4K - $22.3K
|
5.57K
$644K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
227+ 1.0% |
$19.9K - $21.7K
|
23K
$2.66M
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
226+ 0.29% |
$19.8K - $21.6K
|
79.1K
$9.14M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
215+ 0.77% |
$18.8K - $20.5K
|
28.3K
$3.27M
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
215+ 4.56% |
$18.8K - $20.5K
|
4.93K
$570K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 341.67% |
$18K - $19.6K
|
265
$30.6K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
203+ 17.79% |
$17.8K - $19.4K
|
1.34K
$155K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
200+ 2.68% |
$17.5K - $19.1K
|
7.68K
$888K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
200+ 19.67% |
$17.5K - $19.1K
|
1.22K
$141K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$17.5K - $19.1K
|
200
$23.1K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
199+ 221.11% |
$17.4K - $19K
|
289
$33.4K
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
185+ 3.79% |
$16.2K - $17.7K
|
5.07K
$586K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
175+ 2.85% |
$15.3K - $16.7K
|
6.33K
$732K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
174+ 1.29% |
$15.2K - $16.6K
|
13.7K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
173+ 1.06% |
$15.2K - $16.5K
|
16.5K
$1.91M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
155+ 5.13% |
$13.6K - $14.8K
|
3.18K
$367K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
155+ 6.38% |
$13.6K - $14.8K
|
2.59K
$299K
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
134+ 1.33% |
$11.7K - $12.8K
|
10.2K
$1.18M
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
123+ 2.38% |
$10.8K - $11.8K
|
5.29K
$612K
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
115+ 2.28% |
$10.1K - $11K
|
5.16K
$596K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
111+ 6.83% |
$9.72K - $10.6K
|
1.74K
$201K
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
109+ 1.67% |
$9.55K - $10.4K
|
6.62K
$766K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
104+ 0.93% |
$9.11K - $9.94K
|
11.3K
$1.31M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
101+ 1.56% |
$8.85K - $9.65K
|
6.58K
$761K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
92+ 20.09% |
$8.06K - $8.79K
|
550
$63.6K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
92+ 0.07% |
$8.06K - $8.79K
|
128K
$14.8M
|