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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-380- 0.2% |
$37.7K - $42.1K
|
193K
$22.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-398- 2.4% |
$39.4K - $44.1K
|
16.2K
$1.87M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-401- 11.81% |
$39.7K - $44.4K
|
3K
$346K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-415- 0.44% |
$41.1K - $46K
|
93.4K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-417- 0.15% |
$41.3K - $46.2K
|
280K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-420- 17.47% |
$41.6K - $46.5K
|
1.98K
$229K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-431- 1.08% |
$42.7K - $47.7K
|
39.6K
$4.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-441- 1.03% |
$43.7K - $48.8K
|
42.3K
$4.89M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-443- 1.88% |
$43.9K - $49.1K
|
23.1K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-452- 1.07% |
$44.8K - $50.1K
|
41.6K
$4.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-470- 3.7% |
$46.6K - $52.1K
|
12.2K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-480- 2.9% |
$47.6K - $53.2K
|
16.1K
$1.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-500- 18.59% |
$49.6K - $55.4K
|
2.19K
$253K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-506- 15.54% |
$50.2K - $56K
|
2.75K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-518- 1.13% |
$51.3K - $57.4K
|
45.2K
$5.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-534- 4.52% |
$52.9K - $59.1K
|
11.3K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-538- 6.51% |
$53.3K - $59.6K
|
7.73K
$894K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-539- 1.01% |
$53.4K - $59.7K
|
53.1K
$6.14M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-558- 5.86% |
$55.3K - $61.8K
|
8.97K
$1.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-563- 1.19% |
$55.8K - $62.4K
|
46.8K
$5.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-574- 16.95% |
$56.9K - $63.6K
|
2.81K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-598- 15.56% |
$59.3K - $66.2K
|
3.24K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-690- 1.93% |
$68.4K - $76.4K
|
35.1K
$4.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-694Closed |
$68.8K - $76.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-705- 0.77% |
$69.9K - $78.1K
|
91.3K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-708- 5.27% |
$70.2K - $78.4K
|
12.7K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-720- 6.16% |
$71.4K - $79.7K
|
11K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-723- 5.54% |
$71.7K - $80.1K
|
12.3K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-730- 4.66% |
$72.4K - $80.9K
|
14.9K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-756- 9.03% |
$74.9K - $83.7K
|
7.62K
$881K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-759- 12.44% |
$75.2K - $84.1K
|
5.34K
$618K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-762- 1.88% |
$75.5K - $84.4K
|
39.9K
$4.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-774- 1.44% |
$76.7K - $85.7K
|
53K
$6.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-787- 1.01% |
$78K - $87.2K
|
76.9K
$8.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-806- 24.2% |
$79.9K - $89.3K
|
2.52K
$292K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-832- 6.5% |
$82.5K - $92.2K
|
12K
$1.38M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-875- 3.52% |
$86.7K - $96.9K
|
24K
$2.78M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-888- 8.95% |
$88K - $98.4K
|
9.03K
$1.04M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-896Closed |
$88.8K - $99.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-906- 1.79% |
$89.8K - $100K
|
49.6K
$5.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-922- 1.01% |
$91.4K - $102K
|
90.1K
$10.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-959- 12.88% |
$95.1K - $106K
|
6.49K
$751K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-961- 14.6% |
$95.3K - $106K
|
5.62K
$650K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.03K- 1.18% |
$102K - $114K
|
85.6K
$9.9M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-1.04K- 1.81% |
$103K - $115K
|
56.3K
$6.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.05KClosed |
$104K - $116K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.07K- 1.46% |
$106K - $119K
|
72K
$8.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.07K- 2.59% |
$106K - $119K
|
40.2K
$4.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 4.27% |
$119K - $133K
|
27K
$3.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.27K- 33.67% |
$126K - $141K
|
2.51K
$290K
|