Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
200+ 10.1% |
$19.4K - $21.4K
|
2.18K
$238K
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
196+ 7.77% |
$19K - $21K
|
2.72K
$298K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
171+ 1.58% |
$16.6K - $18.3K
|
11K
$1.2M
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
170+ 0.45% |
$16.5K - $18.2K
|
38.2K
$4.17M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
152+ 0.07% |
$14.8K - $16.3K
|
234K
$25.6M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
151+ 1.5% |
$14.7K - $16.2K
|
10.2K
$1.12M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
149+ 1.37% |
$14.5K - $16K
|
11K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
149+ 0.95% |
$14.5K - $16K
|
15.8K
$1.73M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
148+ 2.32% |
$14.4K - $15.9K
|
6.54K
$715K
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
144+ 4.24% |
$14K - $15.4K
|
3.54K
$388K
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
140+ 2.29% |
$13.6K - $15K
|
6.26K
$684K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
135+ 0.15% |
$13.1K - $14.5K
|
92.6K
$10.1M
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
123+ 4.44% |
$11.9K - $13.2K
|
2.9K
$317K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 2.97% |
$11.6K - $12.9K
|
4.16K
$455K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
117+ 2.73% |
$11.4K - $12.5K
|
4.4K
$482K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
110New |
$10.7K - $11.8K
|
110
$12K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
104+ 19.26% |
$10.1K - $11.2K
|
644
$70.4K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
103New |
$10K - $11K
|
103
$11.3K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.61% |
$9.71K - $10.7K
|
16.5K
$1.81M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
96+ 2.87% |
$9.32K - $10.3K
|
3.45K
$377K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
86New |
$8.35K - $9.22K
|
86
$9.41K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
81+ 22.63% |
$7.86K - $8.68K
|
439
$48K
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
74+ 0.23% |
$7.18K - $7.93K
|
32.2K
$3.52M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.01% |
$6.99K - $7.72K
|
7.21K
$789K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
71+ 87.65% |
$6.89K - $7.61K
|
152
$16.6K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
69New |
$6.7K - $7.4K
|
69
$7.55K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
68New |
$6.6K - $7.29K
|
68
$7.44K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
66+ 0.87% |
$6.41K - $7.08K
|
7.64K
$835K
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
65+ 0.16% |
$6.31K - $6.97K
|
41.7K
$4.56M
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
BUY
|
- |
64+ 3.15% |
$6.21K - $6.86K
|
2.1K
$229K
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
61+ 0.11% |
$5.92K - $6.54K
|
56.7K
$6.2M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
61+ 0.18% |
$5.92K - $6.54K
|
33.4K
$3.65M
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
54+ 1.69% |
$5.24K - $5.79K
|
3.25K
$356K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
52New |
$5.05K - $5.58K
|
52
$5.69K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 1.91% |
$4.85K - $5.36K
|
2.67K
$292K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
44+ 6.58% |
$4.27K - $4.72K
|
713
$78K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
44+ 0.06% |
$4.27K - $4.72K
|
76.9K
$8.41M
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
42+ 0.9% |
$4.08K - $4.5K
|
4.72K
$517K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 1.4% |
$3.88K - $4.29K
|
2.9K
$317K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 0.75% |
$3.79K - $4.18K
|
5.21K
$570K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
38+ 0.04% |
$3.69K - $4.07K
|
97.9K
$10.7M
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
37+ 0.22% |
$3.59K - $3.97K
|
17.1K
$1.88M
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
32+ 0.08% |
$3.11K - $3.43K
|
39.6K
$4.33M
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
32+ 0.2% |
$3.11K - $3.43K
|
16.2K
$1.77M
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
25+ 833.33% |
$2.43K - $2.68K
|
28
$3.06K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
25+ 1.06% |
$2.43K - $2.68K
|
2.39K
$262K
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.21% |
$2.23K - $2.47K
|
11K
$1.2M
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
22+ 11.34% |
$2.14K - $2.36K
|
216
$23.6K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22+ 0.18% |
$2.14K - $2.36K
|
12.3K
$1.34M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
21New |
$2.04K - $2.25K
|
21
$2.3K
|