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 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.57K+ 15.5% |
$632K - $699K
|
49K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
6.55K+ 11.19% |
$630K - $696K
|
65.1K
$7.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
6.17K+ 539.72% |
$593K - $656K
|
7.31K
$800K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6.13K+ 26.77% |
$590K - $652K
|
29K
$3.18M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.95KNew |
$572K - $632K
|
5.95K
$651K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.72K+ 41.23% |
$550K - $608K
|
19.6K
$2.14M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.4K+ 482.99% |
$519K - $573K
|
6.51K
$712K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.38K+ 2.67% |
$518K - $572K
|
207K
$22.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.12K+ 150.29% |
$492K - $544K
|
8.53K
$933K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.97KNew |
$477K - $528K
|
4.97K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.92K+ 1.55% |
$473K - $523K
|
323K
$35.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.71K+ 24.33% |
$453K - $501K
|
24.1K
$2.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.66K+ 5.18% |
$448K - $495K
|
94.7K
$10.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.55KNew |
$438K - $484K
|
4.55K
$498K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.52KNew |
$434K - $480K
|
4.52K
$494K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.06K+ 10.5% |
$391K - $432K
|
42.8K
$4.68M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.63K+ 27.27% |
$349K - $386K
|
16.9K
$1.85M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
3.6K+ 11.53% |
$346K - $383K
|
34.8K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
3.57K+ 5.58% |
$343K - $379K
|
67.5K
$7.38M
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.33KNew |
$321K - $354K
|
3.33K
$365K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.31K+ 24.05% |
$319K - $352K
|
17.1K
$1.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.23K+ 17.31% |
$311K - $343K
|
21.9K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.23K+ 20.26% |
$310K - $343K
|
19.1K
$2.09M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.18KNew |
$306K - $338K
|
3.18K
$348K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 7.03% |
$304K - $336K
|
48.1K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 60.35% |
$284K - $314K
|
7.84K
$857K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.82K+ 1.29% |
$271K - $299K
|
221K
$24.2M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$261K - $288K
|
2.71K
$296K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65KNew |
$255K - $281K
|
2.65K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.54K+ 2.5% |
$244K - $270K
|
104K
$11.4M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.53KNew |
$243K - $268K
|
2.53K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
2.45KNew |
$236K - $261K
|
2.45K
$268K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.4KNew |
$231K - $255K
|
2.4K
$263K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.36K+ 0.85% |
$227K - $251K
|
280K
$30.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.24K+ 36.68% |
$215K - $238K
|
8.34K
$912K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.18K+ 94.34% |
$210K - $232K
|
4.5K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.17KNew |
$208K - $230K
|
2.17K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.1K+ 3.22% |
$202K - $224K
|
67.4K
$7.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
BUY
|
- |
2.06K+ 35.01% |
$198K - $218K
|
7.93K
$867K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.05K+ 2.57% |
$197K - $218K
|
81.7K
$8.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.03K+ 104.1% |
$195K - $216K
|
3.98K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.99K+ 0.79% |
$191K - $211K
|
255K
$27.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.92K+ 9.83% |
$185K - $204K
|
21.4K
$2.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.83K+ 1.99% |
$176K - $195K
|
93.8K
$10.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.81K+ 3.89% |
$174K - $192K
|
48.3K
$5.28M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.79KNew |
$173K - $191K
|
1.79K
$196K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.7K+ 1.29% |
$164K - $181K
|
134K
$14.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.67K+ 28.29% |
$161K - $177K
|
7.57K
$828K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.66K+ 1.07% |
$160K - $177K
|
158K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.65K+ 6.63% |
$159K - $175K
|
26.5K
$2.9M
|