Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$1.12M - $1.23M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.1KClosed |
$1.26M - $1.39M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-13.1KClosed |
$1.26M - $1.39M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-13.3K- 13.9% |
$1.28M - $1.42M
|
82.4K
$8.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-13.6K- 28.93% |
$1.31M - $1.44M
|
33.3K
$3.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.7K- 83.96% |
$1.41M - $1.56M
|
2.81K
$306K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.2K- 59.92% |
$1.47M - $1.62M
|
10.2K
$1.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-15.9KClosed |
$1.53M - $1.69M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-16K- 15.32% |
$1.54M - $1.7M
|
88.4K
$9.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.1K- 22.66% |
$1.55M - $1.72M
|
55.1K
$6M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-16.2KClosed |
$1.56M - $1.72M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17.9K- 63.82% |
$1.72M - $1.9M
|
10.1K
$1.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.1K- 17.17% |
$1.83M - $2.03M
|
92K
$10M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-19.3KClosed |
$1.85M - $2.05M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.3K- 7.83% |
$1.85M - $2.05M
|
227K
$24.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-19.4K- 59.83% |
$1.87M - $2.07M
|
13.1K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.5K- 21.86% |
$1.87M - $2.07M
|
69.6K
$7.58M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.8KClosed |
$2M - $2.21M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-20.9KClosed |
$2.01M - $2.23M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-21.1K- 60.82% |
$2.03M - $2.25M
|
13.6K
$1.48M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 37.59% |
$2.09M - $2.31M
|
36.1K
$3.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.1K- 51.45% |
$2.22M - $2.45M
|
21.8K
$2.37M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.1K- 70.44% |
$2.22M - $2.46M
|
9.7K
$1.06M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23.8K- 99.05% |
$2.29M - $2.53M
|
229
$24.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-24.6K- 92.64% |
$2.36M - $2.61M
|
1.95K
$212K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25K- 22.85% |
$2.4M - $2.66M
|
84.3K
$9.18M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-26.1K- 91.93% |
$2.51M - $2.78M
|
2.3K
$250K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-26.4K- 92.82% |
$2.54M - $2.81M
|
2.04K
$222K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-27.8K- 27.57% |
$2.67M - $2.96M
|
73K
$7.95M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-28K- 20.88% |
$2.69M - $2.98M
|
106K
$11.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-28.4KClosed |
$2.73M - $3.02M
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-29.6KClosed |
$2.85M - $3.15M
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-31.5K- 36.39% |
$3.03M - $3.35M
|
55.1K
$6M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-32.4K- 22.36% |
$3.11M - $3.44M
|
112K
$12.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-32.9K- 73.08% |
$3.16M - $3.49M
|
12.1K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-35KClosed |
$3.36M - $3.72M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-35.2KClosed |
$3.38M - $3.74M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35.3KClosed |
$3.4M - $3.75M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-35.7KClosed |
$3.44M - $3.8M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 11.81% |
$3.54M - $3.92M
|
275K
$30M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37.1KClosed |
$3.57M - $3.94M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.2K- 3.43% |
$3.67M - $4.06M
|
1.07M
$117M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.8K- 34.32% |
$3.92M - $4.34M
|
78.1K
$8.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-46.4K- 3.52% |
$4.46M - $4.93M
|
1.27M
$139M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47.8K- 57.17% |
$4.59M - $5.08M
|
35.8K
$3.9M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-53.8KClosed |
$5.17M - $5.72M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.5K- 10.71% |
$5.91M - $6.54M
|
513K
$55.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-66.4KClosed |
$6.38M - $7.06M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-82.9K- 68.99% |
$7.98M - $8.82M
|
37.3K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-89.5KClosed |
$8.61M - $9.51M
|
0
$0
|