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 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-67- 0.33% |
$6.44K - $7.12K
|
20.5K
$2.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-68- 0.89% |
$6.54K - $7.23K
|
7.59K
$830K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-68- 1.23% |
$6.54K - $7.23K
|
5.46K
$597K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-74- 0.21% |
$7.12K - $7.87K
|
36K
$3.93M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-82- 1.12% |
$7.89K - $8.72K
|
7.23K
$791K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-83- 0.2% |
$7.98K - $8.82K
|
42.1K
$4.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-84- 51.22% |
$8.08K - $8.93K
|
80
$8.75K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-85- 0.25% |
$8.17K - $9.03K
|
33.3K
$3.64M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-92- 0.24% |
$8.85K - $9.78K
|
38.3K
$4.19M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-94- 3.9% |
$9.04K - $9.99K
|
2.32K
$253K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-96- 3.03% |
$9.23K - $10.2K
|
3.08K
$336K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-97- 0.41% |
$9.33K - $10.3K
|
23.3K
$2.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 5.85% |
$9.42K - $10.4K
|
1.58K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-104- 2.13% |
$10K - $11.1K
|
4.78K
$523K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-113- 4.49% |
$10.9K - $12K
|
2.4K
$263K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-118- 0.87% |
$11.3K - $12.5K
|
13.4K
$1.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-129- 0.66% |
$12.4K - $13.7K
|
19.5K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-130- 1.61% |
$12.5K - $13.8K
|
7.95K
$870K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-133- 5.25% |
$12.8K - $14.1K
|
2.4K
$262K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-142- 0.57% |
$13.7K - $15.1K
|
24.9K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143- 4.21% |
$13.8K - $15.2K
|
3.26K
$356K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$14.4K - $15.9K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-163- 1.73% |
$15.7K - $17.3K
|
9.23K
$1.01M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-168- 1.0% |
$16.2K - $17.9K
|
16.6K
$1.81M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
SELL
|
- |
-173- 3.96% |
$16.6K - $18.4K
|
4.19K
$459K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-180- 0.31% |
$17.3K - $19.1K
|
57.3K
$6.27M
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-195- 1.14% |
$18.8K - $20.7K
|
17K
$1.86M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-196- 9.73% |
$18.8K - $20.8K
|
1.82K
$199K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-206- 1.45% |
$19.8K - $21.9K
|
14K
$1.53M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-206- 9.3% |
$19.8K - $21.9K
|
2.01K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-213- 5.99% |
$20.5K - $22.6K
|
3.34K
$366K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-230- 9.74% |
$22.1K - $24.4K
|
2.13K
$233K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-240- 1.75% |
$23.1K - $25.5K
|
13.4K
$1.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-245- 2.64% |
$23.6K - $26K
|
9.03K
$987K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-245- 3.64% |
$23.6K - $26K
|
6.49K
$710K
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-248- 2.72% |
$23.9K - $26.4K
|
8.86K
$969K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-256- 2.36% |
$24.6K - $27.2K
|
10.6K
$1.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-264- 6.99% |
$25.4K - $28.1K
|
3.51K
$384K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-270- 34.44% |
$26K - $28.7K
|
514
$56.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-280- 20.53% |
$26.9K - $29.8K
|
1.08K
$119K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-288- 10.84% |
$27.7K - $30.6K
|
2.37K
$259K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-291- 0.41% |
$28K - $30.9K
|
71.2K
$7.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
SELL
|
- |
-299- 7.15% |
$28.8K - $31.8K
|
3.88K
$425K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-303- 0.81% |
$29.1K - $32.2K
|
37.1K
$4.06M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-306- 4.01% |
$29.4K - $32.5K
|
7.33K
$802K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-307- 11.14% |
$29.5K - $32.6K
|
2.45K
$268K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-314- 1.38% |
$30.2K - $33.4K
|
22.4K
$2.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-326Closed |
$31.4K - $34.7K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-353- 2.96% |
$33.9K - $37.5K
|
11.6K
$1.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-374- 40.61% |
$36K - $39.8K
|
547
$59.8K
|