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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
320New |
$30.8K - $34K
|
320
$35K
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
317+ 9.66% |
$30.5K - $33.7K
|
3.6K
$394K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
299+ 12.34% |
$28.8K - $31.8K
|
2.72K
$298K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
293New |
$28.2K - $31.1K
|
293
$32.1K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
250New |
$24K - $26.6K
|
250
$27.3K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
249New |
$23.9K - $26.5K
|
249
$27.2K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
235+ 0.75% |
$22.6K - $25K
|
31.5K
$3.45M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
230+ 2.31% |
$22.1K - $24.4K
|
10.2K
$1.11M
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
227+ 1.96% |
$21.8K - $24.1K
|
11.8K
$1.29M
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
226+ 2.74% |
$21.7K - $24K
|
8.47K
$927K
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
225+ 0.56% |
$21.6K - $23.9K
|
40.6K
$4.44M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
223+ 4.93% |
$21.4K - $23.7K
|
4.74K
$519K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
220+ 2.96% |
$21.2K - $23.4K
|
7.64K
$836K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
219New |
$21.1K - $23.3K
|
219
$24K
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
214+ 10.76% |
$20.6K - $22.7K
|
2.2K
$241K
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
211+ 0.52% |
$20.3K - $22.4K
|
40.6K
$4.44M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
202+ 8.56% |
$19.4K - $21.5K
|
2.56K
$280K
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
200+ 0.72% |
$19.2K - $21.3K
|
27.8K
$3.05M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
197+ 15.89% |
$18.9K - $20.9K
|
1.44K
$157K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
187New |
$18K - $19.9K
|
187
$20.5K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
182+ 1.8% |
$17.5K - $19.3K
|
10.3K
$1.13M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
171+ 7.91% |
$16.4K - $18.2K
|
2.33K
$255K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
159+ 0.6% |
$15.3K - $16.9K
|
26.5K
$2.9M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
157+ 0.87% |
$15.1K - $16.7K
|
18.2K
$1.99M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
151New |
$14.5K - $16K
|
151
$16.5K
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
148+ 19.79% |
$14.2K - $15.7K
|
896
$98K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
137+ 0.71% |
$13.2K - $14.6K
|
19.3K
$2.11M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
118+ 0.38% |
$11.3K - $12.5K
|
30.9K
$3.38M
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
117+ 1.99% |
$11.3K - $12.4K
|
6K
$656K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
100New |
$9.62K - $10.6K
|
100
$10.9K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 32.23% |
$9.33K - $10.3K
|
398
$43.5K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
96+ 4.69% |
$9.23K - $10.2K
|
2.15K
$235K
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
96+ 2.46% |
$9.23K - $10.2K
|
3.99K
$437K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
96+ 44.65% |
$9.23K - $10.2K
|
311
$34K
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
92+ 0.2% |
$8.85K - $9.78K
|
45.3K
$4.96M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
85+ 4.08% |
$8.17K - $9.03K
|
2.17K
$237K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
82+ 0.69% |
$7.89K - $8.72K
|
12K
$1.31M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
82+ 45.05% |
$7.89K - $8.72K
|
264
$28.9K
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
80+ 1.37% |
$7.69K - $8.5K
|
5.93K
$648K
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
69+ 1.67% |
$6.64K - $7.33K
|
4.21K
$461K
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
63+ 2.8% |
$6.06K - $6.7K
|
2.31K
$253K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
60New |
$5.77K - $6.38K
|
60
$6.56K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
49+ 0.11% |
$4.71K - $5.21K
|
42.8K
$4.68M
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44New |
$4.23K - $4.68K
|
44
$4.81K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 148.15% |
$3.85K - $4.25K
|
67
$7.33K
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
35+ 0.55% |
$3.37K - $3.72K
|
6.41K
$701K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34+ 0.85% |
$3.27K - $3.61K
|
4.03K
$441K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 0.07% |
$3.17K - $3.51K
|
50.5K
$5.52M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
32+ 0.13% |
$3.08K - $3.4K
|
24.7K
$2.7M
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30+ 3.05% |
$2.89K - $3.19K
|
1.01K
$111K
|