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 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 2.0% |
$99.1 - $111
|
51
$5.9K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$99.1 - $111
|
26.9K
$3.11M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-2- 0.04% |
$198 - $222
|
4.81K
$556K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3Closed |
$297 - $332
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4- 0.01% |
$396 - $443
|
37.1K
$4.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-6- 0.28% |
$595 - $665
|
2.13K
$246K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 1.28% |
$694 - $775
|
540
$62.5K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-7- 0.13% |
$694 - $775
|
5.47K
$633K
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-7- 0.12% |
$694 - $775
|
5.94K
$687K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10- 0.04% |
$991 - $1.11K
|
27.8K
$3.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 2.51% |
$991 - $1.11K
|
388
$44.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-11- 0.05% |
$1.09K - $1.22K
|
20.4K
$2.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12- 0.11% |
$1.19K - $1.33K
|
10.7K
$1.23M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 0.33% |
$1.29K - $1.44K
|
3.93K
$455K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 0.2% |
$1.49K - $1.66K
|
7.57K
$876K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-16- 1.73% |
$1.59K - $1.77K
|
910
$105K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 0.09% |
$1.69K - $1.88K
|
19.5K
$2.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-19- 0.52% |
$1.88K - $2.1K
|
3.64K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24- 0.12% |
$2.38K - $2.66K
|
20.5K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.3% |
$2.48K - $2.77K
|
8.44K
$976K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-25- 0.87% |
$2.48K - $2.77K
|
2.86K
$330K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-30- 2.96% |
$2.97K - $3.32K
|
984
$114K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-31- 51.67% |
$3.07K - $3.43K
|
29
$3.35K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-39- 1.85% |
$3.87K - $4.32K
|
2.07K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-40Closed |
$3.96K - $4.43K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-42Closed |
$4.16K - $4.65K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-43- 1.84% |
$4.26K - $4.76K
|
2.29K
$265K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-46Closed |
$4.56K - $5.09K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-48- 0.82% |
$4.76K - $5.32K
|
5.78K
$668K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-49Closed |
$4.86K - $5.43K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
SELL
|
- |
-50- 2.18% |
$4.96K - $5.54K
|
2.25K
$260K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 2.09% |
$4.96K - $5.54K
|
2.35K
$272K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-55- 0.91% |
$5.45K - $6.09K
|
5.98K
$691K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-57- 1.95% |
$5.65K - $6.31K
|
2.87K
$332K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-61- 0.21% |
$6.05K - $6.76K
|
29.1K
$3.36M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-64- 0.22% |
$6.34K - $7.09K
|
28.6K
$3.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-74- 0.8% |
$7.33K - $8.2K
|
9.16K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 20.0% |
$7.43K - $8.31K
|
300
$34.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-76- 1.49% |
$7.53K - $8.42K
|
5.01K
$579K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-77- 0.47% |
$7.63K - $8.53K
|
16.4K
$1.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-77- 0.03% |
$7.63K - $8.53K
|
306K
$35.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-80Closed |
$7.93K - $8.86K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-82- 3.54% |
$8.13K - $9.08K
|
2.24K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-85- 0.36% |
$8.43K - $9.41K
|
23.3K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-85- 0.44% |
$8.43K - $9.41K
|
19.2K
$2.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-90- 3.89% |
$8.92K - $9.97K
|
2.22K
$257K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-95- 3.33% |
$9.42K - $10.5K
|
2.76K
$319K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
SELL
|
- |
-99- 4.64% |
$9.81K - $11K
|
2.03K
$235K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-100- 2.22% |
$9.91K - $11.1K
|
4.41K
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 3.91% |
$9.91K - $11.1K
|
2.46K
$285K
|