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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.07K- 1.05% |
$90.2K - $104K
|
101K
$11.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.08K- 20.19% |
$91.4K - $106K
|
4.27K
$500K
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.09K- 1.28% |
$92.5K - $107K
|
84.1K
$9.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 11.04% |
$95.3K - $110K
|
9.08K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 7.4% |
$96.3K - $112K
|
14.2K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.16K- 4.59% |
$98.1K - $114K
|
24.1K
$2.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.16K- 1.88% |
$98.2K - $114K
|
60.7K
$7.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.24K- 5.81% |
$105K - $122K
|
20.1K
$2.36M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-1.29K- 1.64% |
$109K - $127K
|
77.3K
$9.05M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 7.64% |
$111K - $129K
|
15.9K
$1.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.33K- 8.3% |
$112K - $130K
|
14.7K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.34K- 13.77% |
$113K - $131K
|
8.38K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.4K- 31.11% |
$118K - $137K
|
3.1K
$363K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.4K- 9.64% |
$118K - $137K
|
13.1K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.44K- 2.24% |
$122K - $141K
|
63K
$7.37M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.47K- 95.34% |
$124K - $144K
|
72
$8.43K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.48K- 3.26% |
$125K - $145K
|
43.8K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.9% |
$127K - $147K
|
37K
$4.33M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.52K- 37.26% |
$129K - $149K
|
2.57K
$301K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 8.5% |
$131K - $152K
|
16.7K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.57K- 24.85% |
$133K - $154K
|
4.76K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 10.6% |
$142K - $165K
|
14.2K
$1.66M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.82K- 34.41% |
$154K - $178K
|
3.47K
$406K
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.95K- 3.65% |
$165K - $191K
|
51.4K
$6.02M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.06KClosed |
$174K - $202K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.07K- 5.53% |
$175K - $203K
|
35.4K
$4.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.14K- 5.24% |
$181K - $210K
|
38.7K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.21K- 12.75% |
$187K - $216K
|
15.1K
$1.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.3K- 4.55% |
$194K - $225K
|
48.2K
$5.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.31K- 15.95% |
$195K - $226K
|
12.2K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.31K- 0.76% |
$196K - $227K
|
303K
$35.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 13.06% |
$201K - $233K
|
15.8K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.44K- 3.85% |
$207K - $239K
|
61.1K
$7.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.65K- 3.2% |
$224K - $259K
|
80.2K
$9.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.78K- 87.26% |
$235K - $273K
|
406
$47.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3K- 24.17% |
$254K - $294K
|
9.42K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.01K- 7.63% |
$254K - $295K
|
36.4K
$4.26M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.08K- 99.87% |
$260K - $302K
|
4
$468
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.08K- 99.87% |
$260K - $302K
|
4
$468
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.1K- 12.38% |
$262K - $303K
|
21.9K
$2.57M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.12K- 55.94% |
$264K - $306K
|
2.46K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.38K- 4.77% |
$286K - $331K
|
67.4K
$7.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.52K- 13.73% |
$298K - $345K
|
22.1K
$2.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.52K- 51.56% |
$298K - $345K
|
3.31K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.57K- 10.75% |
$302K - $350K
|
29.6K
$3.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.82K- 18.57% |
$323K - $374K
|
16.7K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.26K- 22.2% |
$360K - $417K
|
14.9K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.31K- 36.68% |
$364K - $422K
|
7.44K
$871K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.33K- 1.99% |
$367K - $425K
|
213K
$24.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.62K- 2.01% |
$390K - $452K
|
225K
$26.4M
|