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
|
First Hawaiian Bank
|
SELL
|
- |
-1.33K- 2.67% |
$132K - $147K
|
48.5K
$5.62M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-1.34K- 9.04% |
$133K - $148K
|
13.5K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 0.6% |
$139K - $156K
|
234K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.41K- 14.92% |
$140K - $156K
|
8.04K
$930K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.46K- 4.71% |
$145K - $161K
|
29.5K
$3.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-1.51K- 4.91% |
$149K - $167K
|
29.2K
$3.38M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.53K- 66.23% |
$151K - $169K
|
778
$90K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.61K- 1.71% |
$159K - $178K
|
92.5K
$10.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.67K- 1.52% |
$165K - $185K
|
108K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.69K- 15.91% |
$167K - $187K
|
8.91K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1.76K- 22.18% |
$175K - $195K
|
6.19K
$716K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.81K- 4.31% |
$180K - $201K
|
40.2K
$4.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.81K- 13.31% |
$180K - $201K
|
11.8K
$1.37M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.88K- 3.83% |
$186K - $208K
|
47.2K
$5.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.88K- 3.83% |
$186K - $208K
|
47.2K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.95K- 23.36% |
$193K - $216K
|
6.39K
$739K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.01KClosed |
$199K - $222K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 9.83% |
$203K - $227K
|
18.8K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.05K- 3.98% |
$204K - $228K
|
49.5K
$5.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.08KClosed |
$206K - $230K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-2.21K- 18.28% |
$219K - $245K
|
9.89K
$1.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-2.27KClosed |
$225K - $251K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.28KClosed |
$226K - $252K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.31KClosed |
$229K - $256K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.31K- 23.23% |
$229K - $256K
|
7.65K
$884K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.39KClosed |
$237K - $265K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.4K- 21.93% |
$237K - $265K
|
8.53K
$986K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.42KClosed |
$240K - $268K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-2.43KClosed |
$241K - $269K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-2.47K- 4.48% |
$245K - $274K
|
52.7K
$6.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-2.55K- 39.1% |
$253K - $282K
|
3.97K
$459K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.56KClosed |
$254K - $284K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-2.66KClosed |
$263K - $294K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.74K- 2.59% |
$272K - $304K
|
103K
$12M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-2.81K- 2.11% |
$278K - $311K
|
130K
$15.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.19K- 6.25% |
$316K - $353K
|
47.9K
$5.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-3.28K- 4.28% |
$325K - $363K
|
73.3K
$8.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.34K- 3.4% |
$331K - $369K
|
94.9K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.5K- 31.63% |
$347K - $388K
|
7.57K
$875K
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.54KClosed |
$351K - $392K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.78K- 5.41% |
$374K - $418K
|
66K
$7.63M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.09KClosed |
$405K - $452K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.52KClosed |
$448K - $500K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-4.55KClosed |
$451K - $504K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4.72K- 5.03% |
$468K - $523K
|
89.2K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.97KClosed |
$492K - $550K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.1K- 1.43% |
$505K - $565K
|
351K
$40.6M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-6.03K- 14.08% |
$598K - $668K
|
36.8K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.19KClosed |
$614K - $686K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.2K- 60.77% |
$614K - $686K
|
4K
$463K
|