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 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6- 0.16% |
$507 - $588
|
3.66K
$388K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$846 - $980
|
12.3K
$1.3M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15- 0.12% |
$1.27K - $1.47K
|
12.9K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-15- 0.13% |
$1.27K - $1.47K
|
11.5K
$1.22M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 42.11% |
$1.35K - $1.57K
|
22
$2.33K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.12% |
$1.44K - $1.67K
|
14.4K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-18- 0.17% |
$1.52K - $1.76K
|
10.8K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-19- 1.46% |
$1.61K - $1.86K
|
1.28K
$136K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.79% |
$1.69K - $1.96K
|
2.53K
$268K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-20- 0.5% |
$1.69K - $1.96K
|
3.97K
$421K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-24- 6.76% |
$2.03K - $2.35K
|
331
$35.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-26- 0.48% |
$2.2K - $2.55K
|
5.39K
$571K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-28- 0.98% |
$2.37K - $2.74K
|
2.83K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-35- 0.55% |
$2.96K - $3.43K
|
6.3K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-38- 0.96% |
$3.21K - $3.72K
|
3.9K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-41- 35.34% |
$3.47K - $4.02K
|
75
$7.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-42- 1.61% |
$3.55K - $4.12K
|
2.57K
$272K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 1.19% |
$4.23K - $4.9K
|
4.14K
$439K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-53- 0.29% |
$4.48K - $5.19K
|
17.9K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-53- 0.56% |
$4.48K - $5.19K
|
9.37K
$993K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-57- 2.21% |
$4.82K - $5.58K
|
2.52K
$267K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-62- 1.06% |
$5.24K - $6.07K
|
5.8K
$614K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64- 0.03% |
$5.41K - $6.27K
|
212K
$22.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-69- 2.54% |
$5.84K - $6.76K
|
2.65K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-70- 1.51% |
$5.92K - $6.86K
|
4.57K
$484K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-70- 0.92% |
$5.92K - $6.86K
|
7.54K
$799K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-75- 0.91% |
$6.34K - $7.35K
|
8.19K
$868K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-75- 1.39% |
$6.34K - $7.35K
|
5.32K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-78- 0.27% |
$6.6K - $7.64K
|
29.2K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-80- 2.04% |
$6.77K - $7.84K
|
3.84K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-80- 1.3% |
$6.77K - $7.84K
|
6.09K
$646K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-82- 0.16% |
$6.93K - $8.03K
|
52.3K
$5.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-84- 2.0% |
$7.1K - $8.23K
|
4.12K
$437K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-87- 2.97% |
$7.36K - $8.52K
|
2.84K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-88- 0.21% |
$7.44K - $8.62K
|
41.6K
$4.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-89- 0.21% |
$7.53K - $8.72K
|
42.5K
$4.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-95- 0.87% |
$8.03K - $9.31K
|
10.9K
$1.15M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-100- 0.85% |
$8.46K - $9.8K
|
11.7K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-101- 0.19% |
$8.54K - $9.9K
|
51.9K
$5.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-104- 3.14% |
$8.8K - $10.2K
|
3.21K
$340K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-104- 1.05% |
$8.8K - $10.2K
|
9.81K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-109- 2.28% |
$9.22K - $10.7K
|
4.67K
$495K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-111- 0.91% |
$9.39K - $10.9K
|
12.1K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-120- 4.45% |
$10.1K - $11.8K
|
2.58K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-120- 3.44% |
$10.1K - $11.8K
|
3.37K
$357K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-122- 27.6% |
$10.3K - $12K
|
320
$33.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-125- 4.89% |
$10.6K - $12.2K
|
2.43K
$258K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-130- 3.08% |
$11K - $12.7K
|
4.09K
$433K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-132- 2.56% |
$11.2K - $12.9K
|
5.02K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-134- 1.85% |
$11.3K - $13.1K
|
7.1K
$753K
|