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 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.01M+ 8656.09% |
$385M - $426M
|
4.05M
$447M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.83MNew |
$368M - $407M
|
3.83M
$422M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.01M+ 964.55% |
$290M - $320M
|
3.32M
$366M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.02M+ 359.32% |
$98.4M - $109M
|
1.31M
$144M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
611K+ 107.12% |
$58.7M - $64.9M
|
1.18M
$130M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381KNew |
$36.7M - $40.5M
|
381K
$42M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
216KNew |
$20.8M - $23M
|
216K
$23.8M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
214K+ 1.74% |
$20.6M - $22.7M
|
12.5M
$1.38B
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
204K+ 14.56% |
$19.6M - $21.7M
|
1.61M
$177M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
186K+ 144.13% |
$17.8M - $19.7M
|
314K
$34.6M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
114K+ 169.15% |
$10.9M - $12.1M
|
181K
$19.9M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.6K+ 3.32% |
$9.19M - $10.2M
|
2.98M
$328M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
80.5K+ 7.54% |
$7.74M - $8.56M
|
1.15M
$127M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.7K+ 24.58% |
$6.6M - $7.3M
|
348K
$38.3M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
57.7K+ 4.38% |
$5.55M - $6.13M
|
1.37M
$151M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37.6K+ 9.42% |
$3.62M - $4M
|
437K
$48.2M
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
24.6KNew |
$2.37M - $2.62M
|
24.6K
$2.71M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
23.6K+ 77.35% |
$2.27M - $2.51M
|
54.1K
$5.96M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.3K+ 245.13% |
$2.24M - $2.48M
|
32.8K
$3.62M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.1K+ 11.39% |
$1.93M - $2.13M
|
196K
$21.6M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20K+ 100155.0% |
$1.93M - $2.13M
|
20.1K
$2.21M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19K+ 28.74% |
$1.83M - $2.02M
|
85.2K
$9.39M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
18.7KNew |
$1.8M - $1.99M
|
18.7K
$2.07M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18KNew |
$1.73M - $1.92M
|
18K
$1.99M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
17.2KNew |
$1.66M - $1.83M
|
17.2K
$1.9M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17KNew |
$1.64M - $1.81M
|
17K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.9K+ 21.64% |
$1.63M - $1.8M
|
95K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16.7K+ 31.45% |
$1.61M - $1.78M
|
69.9K
$7.7M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.7K+ 20.82% |
$1.6M - $1.77M
|
96.8K
$10.7M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
15.8KNew |
$1.52M - $1.68M
|
15.8K
$1.74M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15.2K+ 83.57% |
$1.46M - $1.61M
|
33.3K
$3.67M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2K+ 624.92% |
$1.46M - $1.61M
|
17.6K
$1.94M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.6K+ 39.93% |
$1.31M - $1.44M
|
47.6K
$5.25M
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$1.11M - $1.23M
|
11.6K
$1.28M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.3K+ 14.78% |
$1.09M - $1.2M
|
87.6K
$9.66M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11K+ 402.33% |
$1.06M - $1.17M
|
13.8K
$1.52M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.6K+ 28.05% |
$1.02M - $1.13M
|
48.6K
$5.36M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
10.2K+ 27.47% |
$980K - $1.08M
|
47.3K
$5.21M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.94K+ 151.68% |
$956K - $1.06M
|
16.5K
$1.82M
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
9.69K+ 1.14% |
$932K - $1.03M
|
859K
$94.6M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.53KNew |
$916K - $1.01M
|
9.53K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
8.82K+ 22.88% |
$848K - $938K
|
47.4K
$5.22M
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
7.83K+ 32.66% |
$753K - $832K
|
31.8K
$3.51M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.4K+ 160.87% |
$712K - $787K
|
12K
$1.32M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.31KNew |
$703K - $777K
|
7.31K
$806K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.2K+ 22.48% |
$693K - $766K
|
39.3K
$4.33M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.15K+ 2.05% |
$688K - $760K
|
356K
$39.2M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.76KNew |
$650K - $718K
|
6.76K
$745K
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
6.74K+ 9.38% |
$649K - $717K
|
78.7K
$8.67M
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
6.7KNew |
$644K - $712K
|
6.7K
$738K
|