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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
26+ 0.55% |
$2.5K - $2.76K
|
4.79K
$524K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25+ 1.05% |
$2.4K - $2.66K
|
2.4K
$263K
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.49% |
$2.12K - $2.34K
|
4.5K
$493K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
22+ 0.34% |
$2.12K - $2.34K
|
6.52K
$713K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
20+ 0.09% |
$1.92K - $2.13K
|
22.5K
$2.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
20+ 0.52% |
$1.92K - $2.13K
|
3.86K
$422K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18+ 0.46% |
$1.73K - $1.91K
|
3.96K
$433K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
17+ 0.44% |
$1.63K - $1.81K
|
3.84K
$420K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 1.76% |
$1.54K - $1.7K
|
926
$101K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 0.6% |
$1.44K - $1.59K
|
2.51K
$275K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
14+ 0.44% |
$1.35K - $1.49K
|
3.18K
$348K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.52% |
$866 - $957
|
1.76K
$192K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$769 - $850
|
7.57K
$828K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
6+ 0.25% |
$577 - $638
|
2.42K
$265K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
6+ 0.29% |
$577 - $638
|
2.11K
$231K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2+ 1.37% |
$192 - $213
|
148
$16.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
2+ 0.04% |
$192 - $213
|
4.81K
$526K
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
2+ 0.42% |
$192 - $213
|
478
$52.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 2.04% |
$96.2 - $106
|
50
$5.47K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.03% |
$96.2 - $106
|
3.31K
$362K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-3- 0.11% |
$289 - $319
|
2.66K
$291K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4- 0.13% |
$385 - $425
|
2.98K
$325K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-6- 0.21% |
$577 - $638
|
2.91K
$318K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14- 0.13% |
$1.35K - $1.49K
|
10.7K
$1.17M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-20- 0.4% |
$1.92K - $2.13K
|
4.96K
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-20- 0.14% |
$1.92K - $2.13K
|
13.9K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 8.85% |
$1.92K - $2.13K
|
206
$22.5K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-27Closed |
$2.6K - $2.87K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-28- 36.36% |
$2.69K - $2.98K
|
49
$5.36K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.34% |
$2.89K - $3.19K
|
8.81K
$964K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-32Closed |
$3.08K - $3.4K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-32- 0.82% |
$3.08K - $3.4K
|
3.88K
$425K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34Closed |
$3.27K - $3.61K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-34Closed |
$3.27K - $3.61K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 0.33% |
$3.46K - $3.83K
|
10.9K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-36- 5.11% |
$3.46K - $3.83K
|
669
$73.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-37- 7.14% |
$3.56K - $3.93K
|
481
$52.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-38- 11.69% |
$3.65K - $4.04K
|
287
$31.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-40- 0.65% |
$3.85K - $4.25K
|
6.1K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-43- 9.11% |
$4.14K - $4.57K
|
429
$46.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-44Closed |
$4.23K - $4.68K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-47- 4.37% |
$4.52K - $5K
|
1.03K
$113K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-49- 0.38% |
$4.71K - $5.21K
|
12.7K
$1.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 1.72% |
$4.81K - $5.31K
|
2.86K
$312K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-53- 2.39% |
$5.1K - $5.63K
|
2.16K
$237K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-57- 0.12% |
$5.48K - $6.06K
|
47.9K
$5.24M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-61- 98.39% |
$5.87K - $6.48K
|
1
$109
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.0% |
$5.87K - $6.48K
|
2.99K
$327K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-65- 0.42% |
$6.25K - $6.91K
|
15.4K
$1.68M
|