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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.61KNew |
$155K - $172K
|
1.61K
$177K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.55K+ 23.1% |
$149K - $165K
|
8.27K
$905K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.52K+ 7.05% |
$146K - $162K
|
23.1K
$2.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.47K+ 3.61% |
$141K - $156K
|
42K
$4.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.38K+ 38.17% |
$133K - $147K
|
5.01K
$548K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.29K+ 10.29% |
$124K - $137K
|
13.8K
$1.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
1.28K+ 8.01% |
$123K - $136K
|
17.2K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.27K+ 50.76% |
$122K - $135K
|
3.78K
$413K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.27K+ 26.63% |
$122K - $134K
|
6.02K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.26K+ 60.87% |
$121K - $134K
|
3.33K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
1.12K+ 33.75% |
$107K - $119K
|
4.43K
$484K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
1.08K+ 1.17% |
$104K - $115K
|
93.9K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.05K+ 1.14% |
$101K - $112K
|
92.9K
$10.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.05KNew |
$100K - $111K
|
1.05K
$114K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 0.54% |
$100K - $111K
|
194K
$21.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.04K+ 7.28% |
$100K - $111K
|
15.3K
$1.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.01K+ 3.81% |
$96.7K - $107K
|
27.4K
$3M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
907+ 17.04% |
$87.2K - $96.4K
|
6.23K
$681K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
900+ 4090.91% |
$86.6K - $95.7K
|
922
$101K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
847+ 5.5% |
$81.5K - $90K
|
16.3K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
840+ 2.31% |
$80.8K - $89.3K
|
37.2K
$4.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
839+ 1.09% |
$80.7K - $89.2K
|
77.7K
$8.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
771+ 7.42% |
$74.1K - $81.9K
|
11.2K
$1.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
722+ 1.14% |
$69.4K - $76.7K
|
63.9K
$6.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
653+ 1.61% |
$62.8K - $69.4K
|
41.3K
$4.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
651+ 3.8% |
$62.6K - $69.2K
|
17.8K
$1.94M
|
|
|
Oct 20, 2021
Q3 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
651+ 5.7% |
$62.6K - $69.2K
|
12.1K
$1.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
642+ 7.96% |
$61.7K - $68.2K
|
8.71K
$953K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
642+ 5.29% |
$61.7K - $68.2K
|
12.8K
$1.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
641+ 0.59% |
$61.6K - $68.1K
|
110K
$12M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
615+ 7.38% |
$59.1K - $65.4K
|
8.95K
$979K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
605+ 15.94% |
$58.2K - $64.3K
|
4.4K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
555+ 1.23% |
$53.4K - $59K
|
45.7K
$5M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
525+ 1.15% |
$50.5K - $55.8K
|
46.1K
$5.04M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
507+ 10.92% |
$48.8K - $53.9K
|
5.15K
$563K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
493+ 10.73% |
$47.4K - $52.4K
|
5.09K
$556K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
490+ 4.38% |
$47.1K - $52.1K
|
11.7K
$1.28M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
472+ 4.14% |
$45.4K - $50.2K
|
11.9K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
467+ 0.58% |
$44.9K - $49.6K
|
81K
$8.86M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
453+ 4.42% |
$43.6K - $48.1K
|
10.7K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
428+ 4.49% |
$41.2K - $45.5K
|
9.96K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
418New |
$40.2K - $44.4K
|
418
$45.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
414+ 14.69% |
$39.8K - $44K
|
3.23K
$354K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
411+ 2.7% |
$39.5K - $43.7K
|
15.7K
$1.71M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
402+ 18.66% |
$38.7K - $42.7K
|
2.56K
$280K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
397+ 3.72% |
$38.2K - $42.2K
|
11.1K
$1.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
356+ 1.9% |
$34.2K - $37.8K
|
19.1K
$2.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
346+ 3.19% |
$33.3K - $36.8K
|
11.2K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
345+ 55.83% |
$33.2K - $36.7K
|
963
$105K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
341+ 3.49% |
$32.8K - $36.2K
|
10.1K
$1.1M
|