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 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-107- 2.23% |
$10.6K - $11.9K
|
4.68K
$541K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-124- 5.73% |
$12.3K - $13.7K
|
2.04K
$236K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-126- 0.12% |
$12.5K - $14K
|
104K
$12M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-128- 0.1% |
$12.7K - $14.2K
|
134K
$15.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-129- 2.67% |
$12.8K - $14.3K
|
4.71K
$544K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-133- 0.21% |
$13.2K - $14.7K
|
63.4K
$7.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-140- 44.87% |
$13.9K - $15.5K
|
172
$19.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-147- 1.21% |
$14.6K - $16.3K
|
12K
$1.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-150- 0.97% |
$14.9K - $16.6K
|
15.3K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-152- 1.42% |
$15.1K - $16.8K
|
10.6K
$1.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-164- 4.67% |
$16.3K - $18.2K
|
3.35K
$387K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-171- 2.67% |
$16.9K - $18.9K
|
6.24K
$721K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-175- 4.54% |
$17.3K - $19.4K
|
3.68K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-180- 7.34% |
$17.8K - $19.9K
|
2.27K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-180- 1.16% |
$17.8K - $19.9K
|
15.4K
$1.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-187- 4.21% |
$18.5K - $20.7K
|
4.26K
$492K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-190- 0.64% |
$18.8K - $21K
|
29.5K
$3.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-198- 0.6% |
$19.6K - $21.9K
|
33.1K
$3.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-198- 2.18% |
$19.6K - $21.9K
|
8.86K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-200- 0.98% |
$19.8K - $22.2K
|
20.3K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-206Closed |
$20.4K - $22.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-208- 4.63% |
$20.6K - $23K
|
4.29K
$496K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-214Closed |
$21.2K - $23.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-219Closed |
$21.7K - $24.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-221- 0.59% |
$21.9K - $24.5K
|
37K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-223- 2.17% |
$22.1K - $24.7K
|
10.1K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-230- 0.86% |
$22.8K - $25.5K
|
26.4K
$3.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-240- 0.16% |
$23.8K - $26.6K
|
152K
$17.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-245- 3.85% |
$24.3K - $27.1K
|
6.12K
$707K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-245- 1.45% |
$24.3K - $27.1K
|
16.7K
$1.93M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-247Closed |
$24.5K - $27.4K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-250Closed |
$24.8K - $27.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-263- 0.99% |
$26.1K - $29.1K
|
26.2K
$3.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-264- 2.07% |
$26.2K - $29.2K
|
12.5K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-264Closed |
$26.2K - $29.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-266Closed |
$26.4K - $29.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-268Closed |
$26.6K - $29.7K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-269- 2.23% |
$26.7K - $29.8K
|
11.8K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-290- 5.31% |
$28.7K - $32.1K
|
5.17K
$598K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 88.24% |
$29.7K - $33.2K
|
40
$4.63K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-309- 0.81% |
$30.6K - $34.2K
|
38K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-311Closed |
$30.8K - $34.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-312- 7.55% |
$30.9K - $34.6K
|
3.82K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-317- 3.54% |
$31.4K - $35.1K
|
8.63K
$998K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-332- 13.82% |
$32.9K - $36.8K
|
2.07K
$239K
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-348- 8.3% |
$34.5K - $38.5K
|
3.84K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-355- 9.94% |
$35.2K - $39.3K
|
3.22K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-358- 9.15% |
$35.5K - $39.7K
|
3.55K
$411K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-358- 6.95% |
$35.5K - $39.7K
|
4.79K
$554K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-366- 2.34% |
$36.3K - $40.5K
|
15.3K
$1.77M
|