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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.43K- 0.74% |
$637K - $712K
|
866K
$101M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.51KClosed |
$645K - $721K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.91K- 50.15% |
$685K - $766K
|
6.87K
$805K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.04KClosed |
$698K - $780K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.36K- 20.45% |
$729K - $815K
|
28.6K
$3.35M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.48K- 0.42% |
$741K - $828K
|
1.77M
$207M
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.78K- 8.1% |
$771K - $861K
|
88.3K
$10.3M
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.94K- 23.32% |
$787K - $879K
|
26.1K
$3.06M
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-8.47KClosed |
$840K - $938K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.54K- 15.78% |
$846K - $946K
|
45.6K
$5.34M
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-10K- 26.36% |
$991K - $1.11M
|
27.9K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 60.59% |
$1.06M - $1.18M
|
6.94K
$812K
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.2KClosed |
$1.11M - $1.24M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-11.6KClosed |
$1.15M - $1.28M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12KClosed |
$1.19M - $1.33M
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-12.2KClosed |
$1.21M - $1.35M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.3K- 18.47% |
$1.22M - $1.37M
|
54.5K
$6.38M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 14.87% |
$1.24M - $1.39M
|
71.8K
$8.41M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.8K- 21.22% |
$1.27M - $1.42M
|
47.5K
$5.56M
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13K- 85.71% |
$1.29M - $1.44M
|
2.17K
$254K
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-13.9KClosed |
$1.37M - $1.54M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-14.7K- 71.45% |
$1.46M - $1.63M
|
5.89K
$690K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.8K- 78.15% |
$1.47M - $1.64M
|
4.13K
$484K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.5KClosed |
$1.54M - $1.72M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-17.2KClosed |
$1.71M - $1.91M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-17.4K- 1.52% |
$1.73M - $1.93M
|
1.13M
$132M
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-18.2KClosed |
$1.8M - $2.01M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-22.9K- 99.11% |
$2.27M - $2.54M
|
205
$24K
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-24.6KClosed |
$2.44M - $2.73M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-25.6K- 76.83% |
$2.54M - $2.84M
|
7.73K
$905K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-26.6K- 48.35% |
$2.64M - $2.95M
|
28.4K
$3.33M
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-29.7K- 34.4% |
$2.94M - $3.29M
|
56.7K
$6.64M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.1K- 6.64% |
$3.28M - $3.66M
|
465K
$54.4M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-42.8KClosed |
$4.24M - $4.74M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-43.4K- 0.35% |
$4.31M - $4.81M
|
12.5M
$1.46B
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-45.2KClosed |
$4.48M - $5M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52K- 74.67% |
$5.15M - $5.76M
|
17.6K
$2.07M
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-60.2K- 73.01% |
$5.97M - $6.67M
|
22.3K
$2.61M
|
|
Feb 11, 2022
Q4 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-66K- 5.19% |
$6.54M - $7.31M
|
1.21M
$141M
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-73KClosed |
$7.24M - $8.09M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-86.6KClosed |
$8.58M - $9.59M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-112KClosed |
$11.1M - $12.5M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122K- 56.21% |
$12.1M - $13.5M
|
95.1K
$11.1M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-132K- 34.65% |
$13.1M - $14.6M
|
249K
$29.2M
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-161KClosed |
$16M - $17.8M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199K- 9.03% |
$19.7M - $22.1M
|
2.01M
$235M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-363K- 22.61% |
$36M - $40.2M
|
1.24M
$146M
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-371K- 95.72% |
$36.8M - $41.1M
|
16.6K
$1.94M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-493K- 86.37% |
$48.8M - $54.6M
|
77.7K
$9.1M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-611K- 51.72% |
$60.5M - $67.7M
|
570K
$66.8M
|