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
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
258+ 2.3% |
$25.6K - $28.6K
|
11.5K
$1.11M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
250New |
$24.8K - $27.7K
|
250
$24.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
246+ 8.24% |
$24.4K - $27.2K
|
3.23K
$314K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
233New |
$23.1K - $25.8K
|
233
$22.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
227+ 1.19% |
$22.5K - $25.1K
|
19.3K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
225+ 0.46% |
$22.3K - $24.9K
|
49.2K
$4.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
210+ 0.49% |
$20.8K - $23.3K
|
43K
$4.18M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
208New |
$20.6K - $23K
|
208
$20.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
200+ 9.23% |
$19.8K - $22.2K
|
2.37K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
200New |
$19.8K - $22.2K
|
200
$19.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
200+ 7.27% |
$19.8K - $22.2K
|
2.95K
$287K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
173+ 6.36% |
$17.1K - $19.2K
|
2.9K
$281K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
167+ 11.62% |
$16.6K - $18.5K
|
1.6K
$156K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
163New |
$16.2K - $18.1K
|
163
$15.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
151+ 0.05% |
$15K - $16.7K
|
308K
$29.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
150New |
$14.9K - $16.6K
|
150
$14.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
149New |
$14.8K - $16.5K
|
149
$14.5K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
147New |
$14.6K - $16.3K
|
147
$14.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
142+ 2.36% |
$14.1K - $15.7K
|
6.16K
$598K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
141+ 1.32% |
$14K - $15.6K
|
10.8K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
139+ 2.32% |
$13.8K - $15.4K
|
6.14K
$597K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
137+ 0.38% |
$13.6K - $15.2K
|
35.9K
$3.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
136+ 3.09% |
$13.5K - $15.1K
|
4.54K
$441K
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
136+ 0.8% |
$13.5K - $15.1K
|
17.1K
$1.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
135+ 1.1% |
$13.4K - $15K
|
12.4K
$1.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
128+ 5.34% |
$12.7K - $14.2K
|
2.52K
$245K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
126+ 0.26% |
$12.5K - $14K
|
48K
$4.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
124+ 1.23% |
$12.3K - $13.7K
|
10.2K
$994K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
120New |
$11.9K - $13.3K
|
120
$11.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
112New |
$11.1K - $12.4K
|
112
$10.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
108+ 3.2% |
$10.7K - $12K
|
3.48K
$338K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
107New |
$10.6K - $11.9K
|
107
$10.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
105+ 5.93% |
$10.4K - $11.6K
|
1.88K
$182K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 62.5% |
$9.91K - $11.1K
|
260
$25.3K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
98+ 2.8% |
$9.71K - $10.9K
|
3.59K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
95+ 2.84% |
$9.42K - $10.5K
|
3.44K
$334K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
84New |
$8.33K - $9.3K
|
84
$8.16K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
76+ 1.03% |
$7.53K - $8.42K
|
7.49K
$728K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
76+ 146.15% |
$7.53K - $8.42K
|
128
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
73New |
$7.24K - $8.09K
|
73
$7.09K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
70+ 1.8% |
$6.94K - $7.75K
|
3.96K
$385K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
68+ 0.95% |
$6.74K - $7.53K
|
7.25K
$704K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
67+ 30.45% |
$6.64K - $7.42K
|
287
$27.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
62+ 40.52% |
$6.15K - $6.87K
|
215
$20.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
62New |
$6.15K - $6.87K
|
62
$6.03K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
62+ 1.55% |
$6.15K - $6.87K
|
4.06K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
60+ 1.51% |
$5.95K - $6.65K
|
4.04K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
56+ 37.84% |
$5.55K - $6.2K
|
204
$19.8K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
56+ 1866.67% |
$5.55K - $6.2K
|
59
$5.73K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
56New |
$5.55K - $6.2K
|
56
$5.44K
|