Purchases and Sales Made in Q2 2022 in Ishares S&P Smallcap 600 Value (IJS)

IJS Quotes by TradingView

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 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
888
+ 15.26%
$76.5K - $91.8K
6.71K $734K
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
882
+ 81.82%
$76K - $91.2K
1.96K $214K
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
859
+ 5.22%
$74K - $88.8K
17.3K $1.89M
Jul 12, 2022 Q2 2022
Holland Advisory Services, Inc.

BUY
 -
855
+ 4.22%
$73.7K - $88.4K
21.1K $2.31M
Jul 26, 2022 Q2 2022
First Citizens Bank & Trust CO

BUY
 -
850
+ 39.76%
$73.3K - $87.9K
2.99K $327K
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

BUY
 -
840
+ 1.76%
$72.4K - $86.8K
48.5K $5.3M
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

BUY
 -
750
+ 10.9%
$64.7K - $77.5K
7.63K $835K
Jul 27, 2022 Q2 2022
Bailard, Inc.

BUY
 -
741
+ 0.24%
$63.9K - $76.6K
306K $33.5M
Aug 12, 2022 Q2 2022
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
732
+ 1.44%
$63.1K - $75.7K
51.7K $5.65M
Aug 15, 2022 Q2 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
706
+ 6.91%
$60.9K - $73K
10.9K $1.2M
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
687
+ 7.43%
$59.2K - $71K
9.93K $1.09M
Aug 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
679
+ 29.04%
$58.5K - $70.2K
3.02K $330K
Nov 14, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
679
+ 23.11%
$58.5K - $70.2K
3.62K $396K
Aug 09, 2022 Q2 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
665
+ 2.75%
$57.3K - $68.7K
24.8K $2.72M
Jul 26, 2022 Q2 2022
Strategic Equity Management

BUY
 -
626
+ 16.8%
$54K - $64.7K
4.35K $476K
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
601
+ 4.95%
$51.8K - $62.1K
12.7K $1.39M
Jul 22, 2022 Q2 2022
Cottage Street Advisors LLC

BUY
 -
601
+ 6.3%
$51.8K - $62.1K
10.1K $1.11M
Aug 04, 2022 Q2 2022
Heritage Wealth Advisors

BUY
 -
600
+ 10.58%
$51.7K - $62K
6.27K $686K
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
589
+ 13.36%
$50.8K - $60.9K
5K $547K
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
586
+ 2.03%
$50.5K - $60.6K
29.4K $3.22M
Aug 01, 2022 Q2 2022
Independent Family Office, LLC

BUY
 -
559
+ 5.55%
$48.2K - $57.8K
10.6K $1.16M
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
550
+ 0.25%
$47.4K - $56.9K
220K $24M
Sep 21, 2023 Q2 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
549
New
$47.3K - $56.8K
549 $60.1K
Jul 15, 2022 Q2 2022
David J Yvars Group

BUY
 -
542
+ 11.27%
$46.7K - $56K
5.35K $585K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
BUY
 -
521
New
$44.9K - $53.9K
521 $57K
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

BUY
 -
520
+ 9.37%
$44.8K - $53.8K
6.07K $664K
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
518
+ 19.26%
$44.7K - $53.5K
3.21K $351K
Jul 27, 2022 Q2 2022
Country Club Bank

BUY
 -
515
+ 2.41%
$44.4K - $53.2K
21.8K $2.39M
Jul 11, 2022 Q2 2022
Triangle Securities Wealth Management

BUY
 -
506
+ 2.6%
$43.6K - $52.3K
20K $2.18M
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
505
New
$43.5K - $52.2K
505 $55.2K
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

BUY
 -
500
+ 11.45%
$43.1K - $51.7K
4.87K $532K
Aug 12, 2022 Q2 2022
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
490
+ 0.92%
$42.2K - $50.7K
54K $5.91M
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

BUY
 -
488
+ 3.02%
$42.1K - $50.4K
16.6K $1.82M
Feb 27, 2023 Q2 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
480
+ 4.88%
$41.4K - $49.6K
10.3K $1.13M
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
455
+ 4.9%
$39.2K - $47K
9.74K $1.07M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
445
+ 4.26%
$38.4K - $46K
10.9K $1.19M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
445
+ 4.26%
$38.4K - $46K
10.9K $1.19M
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
441
+ 149.49%
$38K - $45.6K
736 $80.5K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

BUY
 -
434
+ 147.62%
$37.4K - $44.9K
728 $79.6K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
424
+ 21.52%
$36.5K - $43.8K
2.39K $262K
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
417
+ 6.85%
$35.9K - $43.1K
6.51K $712K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
404
New
$34.8K - $41.8K
404 $44.2K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
403
+ 0.52%
$34.7K - $41.7K
77.3K $8.45M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
402
+ 1.05%
$34.7K - $41.6K
38.6K $4.22M
Aug 08, 2022 Q2 2022
Erts Wealth Advisors, LLC

BUY
 -
396
+ 2.78%
$34.1K - $40.9K
14.7K $1.6M
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
391
+ 23.47%
$33.7K - $40.4K
2.06K $225K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
390
+ 0.38%
$33.6K - $40.3K
102K $11.2M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
388
+ 265.75%
$33.4K - $40.1K
534 $58.4K
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
380
+ 3.08%
$32.8K - $39.3K
12.7K $1.39M

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