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 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
694New |
$68.8K - $76.9K
|
694
$80.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
682+ 2.49% |
$67.6K - $75.5K
|
28.1K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
662+ 6.51% |
$65.6K - $73.3K
|
10.8K
$1.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
657+ 1.0% |
$65.1K - $72.8K
|
66.1K
$7.65M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
650+ 9.17% |
$64.4K - $72K
|
7.74K
$895K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
650New |
$64.4K - $72K
|
650
$75.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
643+ 3.36% |
$63.7K - $71.2K
|
19.8K
$2.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
640New |
$63.4K - $70.9K
|
640
$74K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
613+ 3.45% |
$60.8K - $67.9K
|
18.4K
$2.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
603+ 5.1% |
$59.8K - $66.8K
|
12.4K
$1.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
581+ 1.67% |
$57.6K - $64.4K
|
35.4K
$4.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
580+ 0.62% |
$57.5K - $64.2K
|
93.5K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
564+ 1.17% |
$55.9K - $62.5K
|
48.7K
$5.63M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
553+ 4.11% |
$54.8K - $61.3K
|
14K
$1.62M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
519+ 4.7% |
$51.4K - $57.5K
|
11.6K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
518+ 25.9% |
$51.3K - $57.4K
|
2.52K
$291K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
477+ 9.23% |
$47.3K - $52.8K
|
5.64K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
471+ 5.52% |
$46.7K - $52.2K
|
9K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
470New |
$46.6K - $52.1K
|
470
$54.4K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
467+ 3.8% |
$46.3K - $51.7K
|
12.8K
$1.48M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
465New |
$46.1K - $51.5K
|
465
$53.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
452+ 20.85% |
$44.8K - $50.1K
|
2.62K
$303K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
452+ 2.62% |
$44.8K - $50.1K
|
17.7K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
445+ 15.84% |
$44.1K - $49.3K
|
3.25K
$376K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
438New |
$43.4K - $48.5K
|
438
$50.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
426+ 2.45% |
$42.2K - $47.2K
|
17.8K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
417+ 167.47% |
$41.3K - $46.2K
|
666
$77K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
385+ 0.98% |
$38.2K - $42.6K
|
39.6K
$4.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
384+ 1.96% |
$38.1K - $42.5K
|
20K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
382+ 2.04% |
$37.9K - $42.3K
|
19.1K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
377+ 14.93% |
$37.4K - $41.8K
|
2.9K
$336K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
350+ 1.56% |
$34.7K - $38.8K
|
22.9K
$2.64M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
343New |
$34K - $38K
|
343
$39.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
337+ 3.66% |
$33.4K - $37.3K
|
9.54K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
332New |
$32.9K - $36.8K
|
332
$38.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
319+ 1.36% |
$31.6K - $35.3K
|
23.7K
$2.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
316+ 1.47% |
$31.3K - $35K
|
21.8K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
309+ 0.63% |
$30.6K - $34.2K
|
49.3K
$5.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
298+ 0.73% |
$29.5K - $33K
|
40.9K
$4.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
295+ 16.44% |
$29.2K - $32.7K
|
2.09K
$242K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
295+ 6.84% |
$29.2K - $32.7K
|
4.61K
$533K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
292+ 13.05% |
$28.9K - $32.3K
|
2.53K
$293K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
290+ 3.21% |
$28.7K - $32.1K
|
9.32K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
288New |
$28.5K - $31.9K
|
288
$33.3K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
281New |
$27.9K - $31.1K
|
281
$32.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
271+ 0.4% |
$26.9K - $30K
|
68K
$7.87M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
270New |
$26.8K - $29.9K
|
270
$31.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
262+ 1.06% |
$26K - $29K
|
24.9K
$2.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
262New |
$26K - $29K
|
262
$30.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
258+ 2.3% |
$25.6K - $28.6K
|
11.5K
$1.33M
|