Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-103K- 17.13% |
$9.9M - $10.9M
|
498K
$54.4M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-104K- 94.03% |
$9.98M - $11M
|
6.58K
$720K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-109K- 32.01% |
$10.5M - $11.6M
|
232K
$25.4M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-110K- 97.97% |
$10.6M - $11.7M
|
2.28K
$249K
|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-129K- 44.45% |
$12.4M - $13.7M
|
161K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-129K- 9.38% |
$12.4M - $13.7M
|
1.25M
$136M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-131K- 87.42% |
$12.6M - $14M
|
18.9K
$2.07M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-141K- 9.23% |
$13.6M - $15M
|
1.39M
$152M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-142K- 78.4% |
$13.6M - $15.1M
|
39K
$4.27M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-145K- 27.19% |
$13.9M - $15.4M
|
388K
$42.4M
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-150KClosed |
$14.4M - $15.9M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-152K- 70.47% |
$14.6M - $16.1M
|
63.6K
$6.96M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156K- 41.77% |
$15M - $16.6M
|
217K
$23.8M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-249K- 10.15% |
$24M - $26.5M
|
2.21M
$241M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-256K- 95.87% |
$24.6M - $27.2M
|
11K
$1.21M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-510KClosed |
$49.1M - $54.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.32MClosed |
$127M - $140M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.24M- 86.98% |
$215M - $238M
|
335K
$36.7M
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4M- 98.81% |
$385M - $426M
|
48.2K
$5.27M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.19M- 70.21% |
$403M - $445M
|
1.78M
$194M
|