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 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-348- 3.41% |
$29.4K - $34.1K
|
9.87K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-372- 1.18% |
$31.5K - $36.4K
|
31.2K
$3.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-390- 1.55% |
$33K - $38.2K
|
24.8K
$2.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-401- 1.44% |
$33.9K - $39.3K
|
27.5K
$3.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-403- 0.72% |
$34.1K - $39.5K
|
55.8K
$6.45M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-423- 2.43% |
$35.8K - $41.4K
|
17K
$1.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-427- 1.73% |
$36.1K - $41.8K
|
24.3K
$2.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-430- 16.2% |
$36.4K - $42.1K
|
2.23K
$257K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-434- 11.19% |
$36.7K - $42.5K
|
3.45K
$398K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-480- 1.96% |
$40.6K - $47K
|
24.1K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-480- 4.66% |
$40.6K - $47K
|
9.83K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-511- 3.65% |
$43.2K - $50.1K
|
13.5K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-522- 3.98% |
$44.1K - $51.1K
|
12.6K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-536- 7.43% |
$45.3K - $52.5K
|
6.68K
$772K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-541- 1.61% |
$45.8K - $53K
|
33K
$3.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-554- 2.46% |
$46.9K - $54.3K
|
21.9K
$2.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-567- 1.61% |
$48K - $55.6K
|
34.6K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-572- 2.96% |
$48.4K - $56K
|
18.7K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-575- 10.96% |
$48.6K - $56.3K
|
4.67K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-582- 1.12% |
$49.2K - $57K
|
51.5K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-589- 2.36% |
$49.8K - $57.7K
|
24.3K
$2.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-590- 0.76% |
$49.9K - $57.8K
|
76.9K
$8.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-598- 1.25% |
$50.6K - $58.6K
|
47.1K
$5.45M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-611- 11.24% |
$51.7K - $59.9K
|
4.83K
$558K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-613- 4.18% |
$51.8K - $60.1K
|
14K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-655- 10.22% |
$55.4K - $64.2K
|
5.76K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-666- 91.74% |
$56.3K - $65.3K
|
60
$6.94K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-669- 5.38% |
$56.6K - $65.5K
|
11.8K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-672- 1.46% |
$56.8K - $65.8K
|
45.2K
$5.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-694- 84.02% |
$58.7K - $68K
|
132
$15.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-728- 0.33% |
$61.6K - $71.3K
|
219K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-739- 7.02% |
$62.5K - $72.4K
|
9.79K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-741- 7.94% |
$62.7K - $72.6K
|
8.6K
$994K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-750- 2.14% |
$63.4K - $73.5K
|
34.3K
$3.96M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-750- 15.9% |
$63.4K - $73.5K
|
3.97K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-760- 3.39% |
$64.3K - $74.5K
|
21.6K
$2.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-829- 8.42% |
$70.1K - $81.2K
|
9.01K
$1.04M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-854- 3.17% |
$72.2K - $83.7K
|
26.1K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-872- 28.25% |
$73.7K - $85.4K
|
2.22K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-878- 2.26% |
$74.3K - $86K
|
37.9K
$4.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-946- 9.09% |
$80K - $92.7K
|
9.46K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-951- 1.74% |
$80.4K - $93.2K
|
53.7K
$6.21M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-992Closed |
$83.9K - $97.2K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 7.69% |
$84.6K - $98K
|
12K
$1.39M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-1.02K- 1.86% |
$86.5K - $100K
|
54K
$6.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.03K- 4.04% |
$87.3K - $101K
|
24.5K
$2.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.04K- 20.13% |
$87.5K - $101K
|
4.11K
$475K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.04K- 45.14% |
$88K - $102K
|
1.26K
$146K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 6.16% |
$88.8K - $103K
|
16K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.06K- 30.12% |
$89.7K - $104K
|
2.46K
$285K
|