Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 35.88% |
$106M - $118M
|
4.05M
$440M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
205KNew |
$20.3M - $22.7M
|
205K
$22.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
157K+ 1550.22% |
$15.6M - $17.4M
|
167K
$18.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
121K+ 9.24% |
$12M - $13.4M
|
1.43M
$156M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115KNew |
$11.4M - $12.8M
|
115K
$12.6M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
115K+ 8.39% |
$11.4M - $12.8M
|
1.49M
$162M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
113KNew |
$11.2M - $12.5M
|
113K
$12.3M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
86.4KNew |
$8.57M - $9.57M
|
86.4K
$9.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.1K+ 37.05% |
$8.53M - $9.53M
|
318K
$34.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
78.8KNew |
$7.81M - $8.72M
|
78.8K
$8.57M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
67.3KNew |
$6.67M - $7.46M
|
67.3K
$7.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.3K+ 1.65% |
$6.27M - $7.01M
|
3.89M
$424M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
54.5KNew |
$5.41M - $6.04M
|
54.5K
$5.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
54.4K+ 139.43% |
$5.39M - $6.03M
|
93.4K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
48.7KNew |
$4.83M - $5.4M
|
48.7K
$5.3M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
42.2KNew |
$4.19M - $4.68M
|
42.2K
$4.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.5KNew |
$4.11M - $4.59M
|
41.5K
$4.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.3K+ 3.32% |
$4.09M - $4.58M
|
1.29M
$140M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
38.6K+ 2.78% |
$3.83M - $4.28M
|
1.43M
$155M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33.3KNew |
$3.3M - $3.69M
|
33.3K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
32.8KNew |
$3.25M - $3.63M
|
32.8K
$3.57M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
30.3K+ 31.93% |
$3.01M - $3.36M
|
125K
$13.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.1KNew |
$2.98M - $3.33M
|
30.1K
$3.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.8K+ 82.55% |
$2.96M - $3.3M
|
65.9K
$7.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.5K+ 31.21% |
$2.93M - $3.27M
|
124K
$13.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
29.5K+ 9.38% |
$2.92M - $3.26M
|
344K
$37.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.3K+ 229.37% |
$2.9M - $3.24M
|
42K
$4.58M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.9K+ 297.84% |
$2.86M - $3.2M
|
38.6K
$4.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27K+ 331.65% |
$2.68M - $2.99M
|
35.1K
$3.83M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
26.9KNew |
$2.66M - $2.98M
|
26.9K
$2.93M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
24.6KNew |
$2.44M - $2.72M
|
24.6K
$2.68M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24.1K+ 20797.41% |
$2.39M - $2.67M
|
24.2K
$2.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.3KNew |
$2.31M - $2.59M
|
23.3K
$2.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.2K+ 23.92% |
$2.29M - $2.56M
|
120K
$13.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.1K+ 105.99% |
$2.29M - $2.56M
|
44.9K
$4.88M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
22.9KNew |
$2.27M - $2.54M
|
22.9K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
21.2KNew |
$2.1M - $2.35M
|
21.2K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
20.2KNew |
$2M - $2.24M
|
20.2K
$2.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
19.9KNew |
$1.97M - $2.21M
|
19.9K
$2.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.2K+ 1.78% |
$1.9M - $2.12M
|
1.09M
$119M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
18.5K+ 26.52% |
$1.84M - $2.05M
|
88.4K
$9.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
17.6KNew |
$1.75M - $1.95M
|
17.6K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 7.33% |
$1.65M - $1.84M
|
243K
$26.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
16.1KNew |
$1.6M - $1.79M
|
16.1K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16K+ 7.4% |
$1.58M - $1.77M
|
232K
$25.3M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
14.7KNew |
$1.46M - $1.63M
|
14.7K
$1.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 1.65% |
$1.41M - $1.57M
|
873K
$95M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13.9KNew |
$1.38M - $1.54M
|
13.9K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.9K+ 3.17% |
$1.37M - $1.54M
|
451K
$49.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.7KNew |
$1.36M - $1.52M
|
13.7K
$1.49M
|