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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.35K+ 20.78% |
$375K - $450K
|
25.3K
$2.77M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.22KNew |
$363K - $436K
|
4.22K
$461K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.09K+ 7.12% |
$352K - $422K
|
61.5K
$6.73M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$351K - $421K
|
4.08K
$446K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04KNew |
$349K - $418K
|
4.04K
$442K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.98KNew |
$343K - $412K
|
3.98K
$436K
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
3.94K+ 28.5% |
$340K - $408K
|
17.8K
$1.94M
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3.88KNew |
$335K - $401K
|
3.88K
$425K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.87K+ 11.0% |
$333K - $400K
|
39K
$4.27M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.83K+ 121.81% |
$330K - $396K
|
6.98K
$763K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
3.8KNew |
$328K - $393K
|
3.8K
$416K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.77K+ 19.9% |
$325K - $389K
|
22.7K
$2.48M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.73K+ 56.06% |
$322K - $386K
|
10.4K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.72K+ 10.84% |
$320K - $384K
|
38K
$4.16M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.6K+ 32.98% |
$310K - $372K
|
14.5K
$1.59M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.5K+ 5.48% |
$301K - $361K
|
67.3K
$7.36M
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3.47KNew |
$299K - $359K
|
3.47K
$380K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.43K+ 16.88% |
$295K - $354K
|
23.7K
$2.59M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.4K+ 85.29% |
$293K - $351K
|
7.38K
$808K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.38K+ 98.2% |
$292K - $350K
|
6.83K
$747K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.33K+ 3.93% |
$287K - $344K
|
87.9K
$9.62M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3.32KNew |
$287K - $344K
|
3.32K
$364K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.29K+ 7.99% |
$284K - $341K
|
44.5K
$4.87M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21KNew |
$277K - $332K
|
3.21K
$351K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.18KNew |
$274K - $328K
|
3.18K
$348K
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
3.17K+ 3.75% |
$274K - $328K
|
87.8K
$9.6M
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.17KNew |
$273K - $328K
|
3.17K
$347K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.09K+ 3.71% |
$266K - $319K
|
86.2K
$9.43M
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.02KNew |
$260K - $312K
|
3.02K
$330K
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.98KNew |
$257K - $308K
|
2.98K
$326K
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.97KNew |
$256K - $307K
|
2.97K
$325K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.95K+ 155.05% |
$254K - $305K
|
4.85K
$530K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.93K+ 1703.49% |
$253K - $303K
|
3.1K
$339K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.89K+ 0.98% |
$249K - $298K
|
297K
$32.4M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
2.88K+ 4.94% |
$248K - $298K
|
61.2K
$6.69M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.85KNew |
$246K - $295K
|
2.85K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.84K+ 21.79% |
$245K - $294K
|
15.9K
$1.74M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$242K - $290K
|
2.81K
$307K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.8KNew |
$241K - $289K
|
2.8K
$306K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$236K - $283K
|
2.74K
$300K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.71K+ 68.87% |
$233K - $280K
|
6.64K
$726K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.71K+ 3.63% |
$233K - $280K
|
77.2K
$8.45M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.69K+ 2.2% |
$232K - $278K
|
125K
$13.7M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.68KNew |
$231K - $277K
|
2.68K
$293K
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.68KNew |
$231K - $277K
|
2.68K
$293K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.67K+ 22.34% |
$230K - $276K
|
14.6K
$1.6M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$229K - $274K
|
2.66K
$290K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.65KNew |
$229K - $274K
|
2.65K
$290K
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.63KNew |
$227K - $272K
|
2.63K
$288K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.55K+ 39.73% |
$220K - $264K
|
8.98K
$983K
|