Purchases and Sales Made in Q3 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 Q3 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
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
1.16K
+ 2.11%
$102K - $117K
56.4K $6.6M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
1.12K
+ 0.56%
$98.5K - $113K
200K $23.5M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.11K
+ 2.36%
$97.6K - $112K
48.2K $5.65M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.11K
+ 5.89%
$97.4K - $112K
20K $2.34M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.08K
+ 9.9%
$94.7K - $109K
12K $1.4M
Oct 25, 2023 Q3 2023
Life Steps Financial, Inc.

BUY
 -
1.03K
+ 4.83%
$90.4K - $104K
22.4K $2.62M
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
1.01K
+ 12.07%
$88.2K - $101K
9.34K $1.09M
Nov 03, 2023 Q3 2023
Neumann Capital Management, LLC

BUY
 -
1K
+ 4.21%
$87.6K - $101K
24.8K $2.9M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
981
+ 1.36%
$86K - $98.9K
73.1K $8.56M
Nov 07, 2023 Q3 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
914
+ 1.16%
$80.1K - $92.1K
80K $9.37M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
804
New
$70.5K - $81.1K
804 $94.2K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
803
New
$70.4K - $81K
803 $94K
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
774
+ 1.52%
$67.8K - $78K
51.8K $6.07M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
759
+ 2.91%
$66.5K - $76.5K
26.8K $3.14M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
756
+ 9.02%
$66.3K - $76.2K
9.14K $1.07M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
756
+ 9.02%
$66.3K - $76.2K
9.14K $1.07M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
750
+ 11.43%
$65.7K - $75.6K
7.31K $856K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
734
+ 4.68%
$64.3K - $74K
16.4K $1.92M
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
733
+ 21.08%
$64.2K - $73.9K
4.21K $493K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
685
+ 0.81%
$60K - $69.1K
85.7K $10M
Oct 23, 2023 Q3 2023
Busey Wealth Management

BUY
 -
657
+ 14.0%
$57.6K - $66.2K
5.35K $627K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
654
+ 7.99%
$57.3K - $65.9K
8.84K $1.04M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
617
+ 1164.15%
$54.1K - $62.2K
670 $78.5K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
615
New
$53.9K - $62K
615 $72K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
604
+ 1.39%
$52.9K - $60.9K
44.1K $5.16M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
559
+ 2.23%
$49K - $56.4K
25.7K $3.01M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
548
New
$48K - $55.2K
548 $64.2K
Nov 13, 2023 Q3 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
546
+ 313.79%
$47.9K - $55K
720 $84.3K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
545
+ 4.38%
$47.8K - $54.9K
13K $1.52M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
535
+ 11.68%
$46.9K - $53.9K
5.12K $599K
Oct 23, 2023 Q3 2023
Home Federal Bank Of Tennessee

BUY
 -
528
+ 0.64%
$46.3K - $53.2K
82.8K $9.69M
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
507
+ 152.71%
$44.4K - $51.1K
839 $98.3K
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
504
New
$44.2K - $50.8K
504 $59K
Nov 01, 2023 Q3 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
503
+ 0.94%
$44.1K - $50.7K
54.2K $6.35M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
494
+ 0.8%
$43.3K - $49.8K
62.2K $7.29M
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
480
+ 3.65%
$42.1K - $48.4K
13.6K $1.6M
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
430
+ 0.18%
$37.7K - $43.4K
238K $27.9M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
428
+ 6.51%
$37.5K - $43.2K
7.01K $821K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
403
New
$35.3K - $40.6K
403 $47.2K
Oct 16, 2023 Q3 2023
Columbia Trust CO 01012016

BUY
 -
401
+ 15.87%
$35.1K - $40.4K
2.93K $343K
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
400
+ 5.23%
$35.1K - $40.3K
8.05K $942K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
399
+ 4.66%
$35K - $40.2K
8.96K $1.05M
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

BUY
 -
347
+ 0.57%
$30.4K - $35K
61.4K $7.18M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
328
+ 1.22%
$28.7K - $33.1K
27.1K $3.18M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
317
New
$27.8K - $32K
317 $37.1K
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
296
+ 1.99%
$25.9K - $29.8K
15.2K $1.78M
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
270
+ 1.61%
$23.7K - $27.2K
17K $2M
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
268
New
$23.5K - $27K
268 $31.4K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
266
New
$23.3K - $26.8K
266 $31.2K

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