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 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-21- 36.84% |
$1.73K - $2.13K
|
36
$4.22K
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-26- 0.16% |
$2.14K - $2.63K
|
16K
$1.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-31- 1.63% |
$2.56K - $3.14K
|
1.87K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-33- 0.03% |
$2.72K - $3.34K
|
94.5K
$11.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-34- 0.08% |
$2.8K - $3.44K
|
41.7K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-40- 1.51% |
$3.3K - $4.05K
|
2.61K
$306K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-40- 1.19% |
$3.3K - $4.05K
|
3.32K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-44- 0.51% |
$3.63K - $4.46K
|
8.55K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 0.52% |
$3.71K - $4.56K
|
8.53K
$999K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-47- 2.56% |
$3.88K - $4.76K
|
1.79K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-47- 0.94% |
$3.88K - $4.76K
|
4.95K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-49- 0.19% |
$4.04K - $4.96K
|
25.4K
$2.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-53- 0.28% |
$4.37K - $5.37K
|
19.2K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-53- 0.48% |
$4.37K - $5.37K
|
10.9K
$1.27M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58Closed |
$4.78K - $5.88K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-64- 1.0% |
$5.28K - $6.48K
|
6.33K
$741K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-64Closed |
$5.28K - $6.48K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-70- 0.38% |
$5.77K - $7.09K
|
18.2K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-73- 1.7% |
$6.02K - $7.4K
|
4.23K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-75- 1.41% |
$6.18K - $7.6K
|
5.25K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-77- 25.0% |
$6.35K - $7.8K
|
231
$27.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-78- 5.62% |
$6.43K - $7.9K
|
1.31K
$153K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-80- 0.75% |
$6.6K - $8.11K
|
10.5K
$1.23M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-82- 0.66% |
$6.76K - $8.31K
|
12.3K
$1.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-83- 0.17% |
$6.84K - $8.41K
|
47.7K
$5.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-89- 1.52% |
$7.34K - $9.02K
|
5.77K
$676K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-90- 1.9% |
$7.42K - $9.12K
|
4.65K
$544K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-91- 2.54% |
$7.5K - $9.22K
|
3.5K
$409K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-92Closed |
$7.59K - $9.32K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.65% |
$7.83K - $9.63K
|
3.49K
$409K
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-96- 0.91% |
$7.92K - $9.73K
|
10.5K
$1.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-98- 1.34% |
$8.08K - $9.93K
|
7.22K
$845K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-100- 1.31% |
$8.25K - $10.1K
|
7.55K
$884K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-100- 0.75% |
$8.25K - $10.1K
|
13.3K
$1.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-103- 88.79% |
$8.49K - $10.4K
|
13
$1.52K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-103- 0.26% |
$8.49K - $10.4K
|
39.4K
$4.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-108- 51.92% |
$8.9K - $10.9K
|
100
$11.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-113- 2.35% |
$9.32K - $11.4K
|
4.69K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-116- 16.09% |
$9.56K - $11.8K
|
605
$70.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-118- 0.13% |
$9.73K - $12K
|
87.6K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-127- 4.67% |
$10.5K - $12.9K
|
2.6K
$304K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-130- 17.33% |
$10.7K - $13.2K
|
620
$72.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 0.76% |
$10.8K - $13.3K
|
17.2K
$2.01M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-132- 2.56% |
$10.9K - $13.4K
|
5.02K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-132- 0.73% |
$10.9K - $13.4K
|
18K
$2.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-147- 1.0% |
$12.1K - $14.9K
|
14.5K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-150- 0.61% |
$12.4K - $15.2K
|
24.5K
$2.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-150- 1.83% |
$12.4K - $15.2K
|
8.04K
$942K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-156- 0.62% |
$12.9K - $15.8K
|
25.1K
$2.94M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-169- 17.94% |
$13.9K - $17.1K
|
773
$90.5K
|