Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
93.2M+ 118772.18% |
$7.88B - $9.13B
|
93.3M
$10.8B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.09MNew |
$92.1M - $107M
|
1.09M
$126M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
577K+ 43.11% |
$48.8M - $56.5M
|
1.92M
$222M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
279K+ 1991.53% |
$23.6M - $27.4M
|
293K
$33.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
267K+ 1060.51% |
$22.6M - $26.2M
|
292K
$33.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
238K+ 406.67% |
$20.1M - $23.3M
|
297K
$34.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
237K+ 5418.95% |
$20.1M - $23.3M
|
242K
$28M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
237KNew |
$20M - $23.2M
|
237K
$27.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
204KNew |
$17.2M - $20M
|
204K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
158K+ 16.71% |
$13.4M - $15.5M
|
1.11M
$128M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
148K+ 52.19% |
$12.5M - $14.5M
|
432K
$50M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
142K+ 11.42% |
$12M - $13.9M
|
1.39M
$160M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 3.8% |
$11.7M - $13.5M
|
3.78M
$437M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106K+ 5.57% |
$8.97M - $10.4M
|
2.01M
$232M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96K+ 10.01% |
$8.12M - $9.41M
|
1.06M
$122M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
90.8KNew |
$7.68M - $8.9M
|
90.8K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
85.6KNew |
$7.24M - $8.38M
|
85.6K
$9.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72.7K+ 4594.69% |
$6.15M - $7.12M
|
74.3K
$8.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
67KNew |
$5.67M - $6.57M
|
67K
$7.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59.7K+ 453.47% |
$5.05M - $5.85M
|
72.9K
$8.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
57K+ 4.57% |
$4.82M - $5.59M
|
1.3M
$151M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
55.2K+ 373.18% |
$4.67M - $5.41M
|
70K
$8.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.9K+ 13.91% |
$3.79M - $4.39M
|
367K
$42.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
42.6K+ 60.6% |
$3.6M - $4.17M
|
113K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
42.5KNew |
$3.59M - $4.16M
|
42.5K
$4.91M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
40.8KNew |
$3.45M - $4M
|
40.8K
$4.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
39.7K+ 7.04% |
$3.36M - $3.89M
|
604K
$69.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.1K+ 6.08% |
$3.22M - $3.73M
|
665K
$76.9M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
34.8KNew |
$2.95M - $3.41M
|
34.8K
$4.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32.4KNew |
$2.74M - $3.17M
|
32.4K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.1KNew |
$2.72M - $3.15M
|
32.1K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29.3KNew |
$2.48M - $2.87M
|
29.3K
$3.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.7K+ 24.05% |
$2.34M - $2.71M
|
143K
$16.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
26.1K+ 192.93% |
$2.21M - $2.56M
|
39.7K
$4.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
25.2KNew |
$2.13M - $2.47M
|
25.2K
$2.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
24.8K+ 40.0% |
$2.09M - $2.43M
|
86.6K
$10M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
24.5K+ 34.62% |
$2.07M - $2.4M
|
95.2K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
24.2K+ 97.06% |
$2.05M - $2.37M
|
49.2K
$5.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23.7KNew |
$2.01M - $2.33M
|
23.7K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23.4KNew |
$1.98M - $2.29M
|
23.4K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22.8K+ 24.45% |
$1.93M - $2.23M
|
116K
$13.4M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21.9K+ 365.15% |
$1.85M - $2.14M
|
27.9K
$3.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21.8K+ 51.49% |
$1.85M - $2.14M
|
64.3K
$7.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21.3KNew |
$1.8M - $2.08M
|
21.3K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21K+ 95.03% |
$1.78M - $2.06M
|
43.2K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5K+ 7.18% |
$1.73M - $2.01M
|
306K
$35.4M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.5K+ 7.18% |
$1.73M - $2.01M
|
306K
$35.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
18.9K+ 189.24% |
$1.6M - $1.85M
|
28.9K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.3K+ 8.6% |
$1.55M - $1.8M
|
232K
$26.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.1K+ 34.96% |
$1.53M - $1.77M
|
69.8K
$8.07M
|