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 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.13K+ 46.83% |
$409K - $457K
|
12.9K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.06K+ 45.35% |
$402K - $449K
|
13K
$1.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.91KNew |
$387K - $433K
|
3.91K
$437K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.88KNew |
$385K - $430K
|
3.88K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.88KNew |
$384K - $429K
|
3.88K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.84KNew |
$381K - $426K
|
3.84K
$430K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.82KNew |
$378K - $423K
|
3.82K
$427K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.68KNew |
$365K - $407K
|
3.68K
$412K
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
3.65KNew |
$362K - $404K
|
3.65K
$408K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.6KNew |
$357K - $399K
|
3.6K
$403K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 98.39% |
$351K - $392K
|
7.14K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.51KNew |
$348K - $389K
|
3.51K
$393K
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
3.3KNew |
$327K - $366K
|
3.3K
$370K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.24K+ 1.65% |
$321K - $359K
|
200K
$22.3M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
3.22KNew |
$320K - $357K
|
3.22K
$361K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.21K+ 18.88% |
$319K - $356K
|
20.2K
$2.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
3.1KNew |
$307K - $343K
|
3.1K
$347K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
3.1K+ 3.94% |
$307K - $343K
|
81.8K
$9.15M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.08K+ 16.95% |
$305K - $341K
|
21.2K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.07K+ 3.6% |
$304K - $340K
|
88.3K
$9.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.06K+ 5.46% |
$304K - $339K
|
59.1K
$6.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3.05K+ 10.49% |
$302K - $337K
|
32.1K
$3.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
3.02KNew |
$299K - $334K
|
3.02K
$337K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.01K+ 0.59% |
$298K - $333K
|
516K
$57.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 14.68% |
$292K - $326K
|
23K
$2.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.91K+ 18.37% |
$288K - $322K
|
18.7K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.87K+ 44.25% |
$284K - $318K
|
9.36K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.85KNew |
$282K - $315K
|
2.85K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.78KNew |
$275K - $307K
|
2.78K
$311K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.77KNew |
$275K - $307K
|
2.77K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.75K+ 115.87% |
$272K - $304K
|
5.11K
$572K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$272K - $304K
|
2.74K
$307K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$272K - $303K
|
2.74K
$307K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.7KNew |
$267K - $299K
|
2.7K
$302K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
2.69KNew |
$267K - $298K
|
2.69K
$301K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 1.71% |
$267K - $298K
|
160K
$17.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64KNew |
$261K - $292K
|
2.64K
$295K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.53KNew |
$251K - $281K
|
2.53K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.48K+ 93.66% |
$246K - $275K
|
5.13K
$574K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.45K+ 48.92% |
$243K - $271K
|
7.46K
$834K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
2.37K+ 1.07% |
$235K - $262K
|
223K
$25M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2.36KNew |
$234K - $261K
|
2.36K
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.33KNew |
$230K - $258K
|
2.33K
$260K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$227K - $253K
|
2.29K
$256K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.27KNew |
$225K - $252K
|
2.27K
$254K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.25KNew |
$223K - $250K
|
2.25K
$252K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.23KNew |
$221K - $247K
|
2.23K
$250K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.2KNew |
$218K - $244K
|
2.2K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.17KNew |
$215K - $240K
|
2.17K
$242K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
2.11KNew |
$210K - $234K
|
2.11K
$237K
|