Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
5.35KNew |
$441K - $542K
|
5.35K
$627K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.17K+ 15.02% |
$427K - $524K
|
39.6K
$4.64M
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.99KNew |
$412K - $506K
|
4.99K
$585K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.79K+ 2534.39% |
$395K - $485K
|
4.98K
$583K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.72K+ 7.07% |
$389K - $478K
|
71.5K
$8.37M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.7K+ 65.65% |
$387K - $476K
|
11.8K
$1.39M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.69KNew |
$386K - $475K
|
4.69K
$549K
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
4.52K+ 7.91% |
$372K - $457K
|
61.6K
$7.21M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5KNew |
$371K - $456K
|
4.5K
$527K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.48K+ 5.09% |
$369K - $454K
|
92.4K
$10.8M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
4.41K+ 4.6% |
$363K - $447K
|
100K
$11.7M
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.22K+ 2.29% |
$348K - $427K
|
188K
$22.1M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.12K+ 61.55% |
$340K - $417K
|
10.8K
$1.27M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.94K+ 8.12% |
$325K - $399K
|
52.4K
$6.14M
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
3.79K+ 1.76% |
$313K - $384K
|
220K
$25.7M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 16.07% |
$307K - $377K
|
26.9K
$3.15M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.71KNew |
$306K - $375K
|
3.71K
$434K
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.54KNew |
$292K - $359K
|
3.54K
$415K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.31K+ 69.42% |
$273K - $335K
|
8.07K
$945K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.25KNew |
$268K - $330K
|
3.25K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
3.25KNew |
$268K - $329K
|
3.25K
$380K
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
3.18K+ 322.29% |
$262K - $322K
|
4.17K
$488K
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.12KNew |
$257K - $316K
|
3.12K
$365K
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.09K+ 5.26% |
$255K - $313K
|
61.8K
$7.24M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.02K+ 7.73% |
$249K - $306K
|
42K
$4.92M
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.97KNew |
$245K - $301K
|
2.97K
$348K
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
2.91K+ 36.63% |
$240K - $294K
|
10.8K
$1.27M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.86K+ 41.04% |
$236K - $290K
|
9.84K
$1.15M
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 23.44% |
$223K - $274K
|
14.3K
$1.67M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
2.68K+ 0.88% |
$221K - $272K
|
309K
$36.2M
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.68KNew |
$221K - $271K
|
2.68K
$313K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.67K+ 4.34% |
$220K - $270K
|
64.2K
$7.51M
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.63KNew |
$216K - $266K
|
2.63K
$307K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.62KNew |
$216K - $265K
|
2.62K
$306K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.56K+ 3.87% |
$211K - $259K
|
68.7K
$8.04M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$209K - $256K
|
2.53K
$296K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.51KNew |
$207K - $255K
|
2.51K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.4KNew |
$198K - $243K
|
2.4K
$281K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.33K+ 14.53% |
$192K - $236K
|
18.4K
$2.15M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.29K+ 14.32% |
$188K - $232K
|
18.3K
$2.14M
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2.23KNew |
$184K - $226K
|
2.23K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.06K+ 69.1% |
$170K - $209K
|
5.04K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.97K+ 1.48% |
$162K - $199K
|
135K
$15.8M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.96K+ 27.71% |
$162K - $199K
|
9.03K
$1.06M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.9KNew |
$157K - $192K
|
1.9K
$222K
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.72K+ 5.78% |
$142K - $174K
|
31.5K
$3.69M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.64K+ 37.67% |
$135K - $166K
|
5.99K
$702K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.6KNew |
$132K - $162K
|
1.6K
$187K
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.51K+ 2.59% |
$124K - $153K
|
59.7K
$6.99M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.46KNew |
$120K - $148K
|
1.46K
$171K
|