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 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
51+ 0.71% |
$5.06K - $5.65K
|
7.28K
$852K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.82% |
$5.06K - $5.65K
|
6.28K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$4.46K - $4.98K
|
45
$5.27K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
44+ 0.81% |
$4.36K - $4.87K
|
5.45K
$638K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
44New |
$4.36K - $4.87K
|
44
$5.15K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
40New |
$3.96K - $4.43K
|
40
$4.68K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
39+ 12.11% |
$3.87K - $4.32K
|
361
$42.3K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
33+ 1.0% |
$3.27K - $3.66K
|
3.33K
$389K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
31+ 0.36% |
$3.07K - $3.43K
|
8.74K
$1.02M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$2.97K - $3.32K
|
4.06K
$476K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30+ 0.46% |
$2.97K - $3.32K
|
6.53K
$765K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
28New |
$2.78K - $3.1K
|
28
$3.28K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
27+ 0.54% |
$2.68K - $2.99K
|
4.99K
$584K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
23+ 0.14% |
$2.28K - $2.55K
|
16.7K
$1.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
23+ 13.45% |
$2.28K - $2.55K
|
194
$22.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
23+ 0.48% |
$2.28K - $2.55K
|
4.77K
$558K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.49% |
$2.18K - $2.44K
|
4.53K
$530K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.3% |
$2.18K - $2.44K
|
7.35K
$861K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
21+ 0.47% |
$2.08K - $2.33K
|
4.45K
$521K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
20+ 0.5% |
$1.98K - $2.22K
|
3.98K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
20+ 1.94% |
$1.98K - $2.22K
|
1.05K
$123K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20+ 0.84% |
$1.98K - $2.22K
|
2.41K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
19+ 1.45% |
$1.88K - $2.1K
|
1.33K
$156K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17+ 0.93% |
$1.69K - $1.88K
|
1.84K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.44% |
$1.69K - $1.88K
|
3.9K
$457K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.64% |
$1.59K - $1.77K
|
2.53K
$296K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
14+ 0.07% |
$1.39K - $1.55K
|
19.5K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
14+ 20.9% |
$1.39K - $1.55K
|
81
$9.49K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
14+ 0.44% |
$1.39K - $1.55K
|
3.2K
$374K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 0.02% |
$1.39K - $1.55K
|
88.4K
$10.4M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
13+ 0.1% |
$1.29K - $1.44K
|
12.6K
$1.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$1.52K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$1.52K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12+ 0.35% |
$1.19K - $1.33K
|
3.45K
$404K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.24% |
$991 - $1.11K
|
4.22K
$494K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.46% |
$793 - $886
|
1.76K
$206K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.33% |
$793 - $886
|
2.46K
$288K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$694 - $775
|
7
$820
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.04% |
$396 - $443
|
10.7K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$297 - $332
|
7.65K
$895K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.9% |
$297 - $332
|
338
$39.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 0.0% |
$297 - $332
|
81K
$9.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$297 - $332
|
1.58K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2+ 0.06% |
$198 - $222
|
3.32K
$388K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$198 - $222
|
2.98K
$349K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
2+ 0.42% |
$198 - $222
|
480
$56.2K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 1.14% |
$99.1 - $111
|
89
$10.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.0% |
$99.1 - $111
|
51
$5.97K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$99.1 - $111
|
294
$34.4K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$99.1 - $111
|
1
$117
|