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 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.04KNew |
$202K - $226K
|
2.04K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.02KNew |
$200K - $223K
|
2.02K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 4.18% |
$200K - $223K
|
50.2K
$5.81M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.99KNew |
$197K - $220K
|
1.99K
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 4.2% |
$197K - $220K
|
49.3K
$5.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.98KNew |
$196K - $219K
|
1.98K
$229K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.96KNew |
$194K - $217K
|
1.96K
$226K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.96K+ 3.55% |
$194K - $217K
|
57.1K
$6.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.95KNew |
$193K - $216K
|
1.95K
$225K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.94K+ 10.64% |
$192K - $215K
|
20.2K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.93K+ 2.36% |
$191K - $214K
|
83.6K
$9.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.88K+ 31.72% |
$186K - $208K
|
7.81K
$903K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.85KNew |
$184K - $205K
|
1.85K
$214K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.82K+ 13.18% |
$181K - $202K
|
15.7K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.8K+ 6.79% |
$179K - $200K
|
28.3K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.67K+ 2.87% |
$166K - $185K
|
59.9K
$6.93M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.67KNew |
$165K - $185K
|
1.67K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.61K+ 3.33% |
$159K - $178K
|
49.9K
$5.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.6K+ 9.83% |
$158K - $177K
|
17.8K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.59K+ 4.72% |
$158K - $176K
|
35.3K
$4.08M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.54KNew |
$153K - $171K
|
1.54K
$179K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.47K+ 0.45% |
$146K - $163K
|
325K
$37.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 15.36% |
$143K - $160K
|
10.8K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.31K+ 0.51% |
$130K - $145K
|
256K
$29.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.3KNew |
$129K - $144K
|
1.3K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.27K+ 8.26% |
$126K - $140K
|
16.6K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.23KNew |
$122K - $136K
|
1.23K
$142K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.2K+ 1.53% |
$118K - $132K
|
79.2K
$9.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.07K+ 2.33% |
$106K - $119K
|
47.1K
$5.45M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.07K+ 39.45% |
$106K - $118K
|
3.78K
$437K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.04K+ 44.09% |
$103K - $115K
|
3.4K
$393K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.03K+ 359.58% |
$102K - $114K
|
1.32K
$153K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.03KNew |
$102K - $114K
|
1.03K
$119K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.01KNew |
$99.8K - $112K
|
1.01K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
987New |
$97.8K - $109K
|
987
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
940+ 11.86% |
$93.2K - $104K
|
8.87K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
907New |
$89.9K - $100K
|
907
$105K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
904+ 1.27% |
$89.6K - $100K
|
72.1K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
879New |
$87.1K - $97.4K
|
879
$102K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
878+ 25.76% |
$87K - $97.2K
|
4.29K
$496K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
857+ 1.34% |
$84.9K - $94.9K
|
64.8K
$7.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
838+ 7.22% |
$83.1K - $92.8K
|
12.5K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
832+ 1.83% |
$82.5K - $92.2K
|
46.2K
$5.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
796+ 258.44% |
$78.9K - $88.2K
|
1.1K
$128K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
792New |
$78.5K - $87.7K
|
792
$91.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
773+ 10.21% |
$76.6K - $85.6K
|
8.34K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
710+ 2.6% |
$70.4K - $78.6K
|
28.1K
$3.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
700New |
$69.4K - $77.5K
|
700
$81K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
695+ 5.86% |
$68.9K - $77K
|
12.6K
$1.45M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
694+ 5.21% |
$68.8K - $76.9K
|
14K
$1.62M
|