Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.22KClosed |
$191K - $229K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.22KClosed |
$192K - $230K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-2.25KClosed |
$194K - $232K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.3KClosed |
$198K - $238K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.36KClosed |
$203K - $244K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.46KClosed |
$212K - $254K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$212K - $254K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.61K- 6.86% |
$225K - $269K
|
35.4K
$3.87M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.71K- 6.29% |
$234K - $280K
|
40.4K
$4.42M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.74K- 1.17% |
$236K - $283K
|
231K
$25.3M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.78KClosed |
$240K - $288K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.88K- 12.65% |
$248K - $297K
|
19.9K
$2.17M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3KClosed |
$258K - $310K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-3.02KClosed |
$260K - $312K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.45K- 24.73% |
$297K - $357K
|
10.5K
$1.15M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.57KClosed |
$308K - $369K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.6KClosed |
$310K - $372K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.65KClosed |
$315K - $377K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.7K- 97.09% |
$319K - $382K
|
111
$12.1K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.79K- 3.54% |
$327K - $392K
|
103K
$11.3M
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-3.84KClosed |
$331K - $396K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4K- 8.72% |
$345K - $414K
|
41.9K
$4.58M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.25K- 37.55% |
$367K - $440K
|
7.07K
$774K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.38KClosed |
$378K - $453K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.53K- 29.23% |
$391K - $469K
|
11K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.63K- 1.34% |
$399K - $479K
|
341K
$37.3M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.87KClosed |
$420K - $504K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.94KClosed |
$426K - $511K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.03K- 11.45% |
$433K - $519K
|
38.9K
$4.25M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.11K- 17.38% |
$441K - $528K
|
24.3K
$2.66M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.44KClosed |
$469K - $562K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.83K- 9.88% |
$502K - $602K
|
53.1K
$5.81M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.24K- 11.51% |
$538K - $645K
|
48K
$5.25M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-7.01K- 5.39% |
$604K - $724K
|
123K
$13.4M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.75KClosed |
$668K - $802K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.04KClosed |
$693K - $831K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-8.06K- 9.48% |
$695K - $833K
|
76.9K
$8.42M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-8.07KClosed |
$695K - $834K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.59K- 49.98% |
$740K - $888K
|
8.59K
$940K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.99K- 89.62% |
$775K - $929K
|
1.04K
$114K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9.62K- 47.64% |
$830K - $995K
|
10.6K
$1.16M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-10.5KClosed |
$906K - $1.09M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.5K- 10.24% |
$993K - $1.19M
|
101K
$11M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-14.6KClosed |
$1.26M - $1.51M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19K- 81.32% |
$1.63M - $1.96M
|
4.35K
$476K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.5K- 59.27% |
$1.68M - $2.01M
|
13.4K
$1.46M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-20.5K- 99.46% |
$1.77M - $2.12M
|
111
$12.1K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22.8KClosed |
$1.97M - $2.36M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.4K- 2.93% |
$2.1M - $2.52M
|
807K
$88.3M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.5KClosed |
$2.11M - $2.53M
|
0
$0
|