Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
37+ 0.15% |
$3.24K - $3.73K
|
24K
$2.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 1.15% |
$3.24K - $3.73K
|
3.25K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
34+ 0.06% |
$2.98K - $3.43K
|
53.7K
$6.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34+ 0.31% |
$2.98K - $3.43K
|
10.9K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
BUY
|
- |
33+ 0.21% |
$2.89K - $3.33K
|
16K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
33+ 0.3% |
$2.89K - $3.33K
|
11K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
33New |
$2.89K - $3.33K
|
33
$3.86K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 4.66% |
$2.8K - $3.23K
|
719
$84.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
30+ 0.51% |
$2.63K - $3.02K
|
5.94K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
30+ 0.11% |
$2.63K - $3.02K
|
27.2K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
28+ 0.17% |
$2.45K - $2.82K
|
16.8K
$1.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27New |
$2.37K - $2.72K
|
27
$3.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26+ 0.13% |
$2.28K - $2.62K
|
20.1K
$2.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
24+ 0.47% |
$2.1K - $2.42K
|
5.18K
$607K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23+ 0.91% |
$2.02K - $2.32K
|
2.56K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23+ 0.19% |
$2.02K - $2.32K
|
12.4K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
22+ 22.22% |
$1.93K - $2.22K
|
121
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
22+ 0.6% |
$1.93K - $2.22K
|
3.72K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
19+ 0.02% |
$1.67K - $1.92K
|
78.1K
$9.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
18+ 0.09% |
$1.58K - $1.81K
|
21K
$2.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
15+ 0.26% |
$1.31K - $1.51K
|
5.83K
$683K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
12+ 0.08% |
$1.05K - $1.21K
|
14.3K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.55% |
$876 - $1.01K
|
1.81K
$212K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$613 - $706
|
3.1K
$363K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.8% |
$526 - $605
|
758
$88.8K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.23% |
$526 - $605
|
2.62K
$307K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.05% |
$438 - $504
|
9.43K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.1% |
$351 - $403
|
3.97K
$465K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.08% |
$263 - $302
|
3.77K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$87.6 - $101
|
419
$49.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.03% |
$175 - $202
|
5.98K
$700K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$351 - $403
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.03% |
$351 - $403
|
12.3K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 1.37% |
$351 - $403
|
289
$33.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 0.1% |
$526 - $605
|
6.02K
$705K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6- 0.1% |
$526 - $605
|
6.2K
$726K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 1.13% |
$526 - $605
|
526
$61.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-8- 0.03% |
$701 - $807
|
29.2K
$3.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-10- 0.18% |
$876 - $1.01K
|
5.48K
$642K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10- 0.1% |
$876 - $1.01K
|
10.3K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.44% |
$876 - $1.01K
|
2.27K
$266K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 22.92% |
$964 - $1.11K
|
37
$4.33K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-12- 0.07% |
$1.05K - $1.21K
|
16.1K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-13- 0.14% |
$1.14K - $1.31K
|
8.97K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-18- 0.68% |
$1.58K - $1.81K
|
2.63K
$308K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-18- 0.4% |
$1.58K - $1.81K
|
4.53K
$531K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-18- 0.27% |
$1.58K - $1.81K
|
6.6K
$773K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-20- 0.17% |
$1.75K - $2.02K
|
11.7K
$1.37M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.48% |
$1.75K - $2.02K
|
4.14K
$485K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21- 0.93% |
$1.84K - $2.12K
|
2.24K
$263K
|