Latest Institutional Transactions on Ishares S&P Smallcap 600 Value (IJS)
This table provides information on the latest institutional transactions involving Ishares S&P Smallcap 600 Value (IJS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-28- 0.94% |
$2.93K - $3.31K
|
2.95K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4- 0.04% |
$418 - $472
|
10.1K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.01% |
$105 - $118
|
7.45K
$831K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 63.26% |
$353K - $399K
|
8.72K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-259- 0.58% |
$27.1K - $30.6K
|
44.5K
$4.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-326- 12.54% |
$34.1K - $38.5K
|
2.27K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
386+ 8.53% |
$40.4K - $45.6K
|
4.91K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.59% |
$105 - $118
|
171
$19.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 3.86% |
$1.15K - $1.3K
|
296
$33K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.17K- 1.33% |
$436K - $493K
|
310K
$34.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.35% |
$941 - $1.06K
|
2.61K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
240+ 3.25% |
$25.1K - $28.3K
|
7.62K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
500+ 10.04% |
$52.3K - $59K
|
5.48K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.57K- 1.92% |
$164K - $185K
|
80.3K
$8.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
33+ 0.66% |
$3.45K - $3.9K
|
5.04K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-217- 0.81% |
$22.7K - $25.6K
|
26.7K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.69KNew |
$176K - $199K
|
1.69K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15+ 0.76% |
$1.57K - $1.77K
|
1.99K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
197+ 2.09% |
$20.6K - $23.3K
|
9.61K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.09% |
$209 - $236
|
2.24K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-776- 8.56% |
$81.2K - $91.6K
|
8.29K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
16.6KNew |
$1.74M - $1.96M
|
16.6K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.74K+ 62.54% |
$391K - $441K
|
9.71K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-79- 1.52% |
$8.26K - $9.33K
|
5.13K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.6KNew |
$377K - $425K
|
3.6K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
616+ 13.91% |
$64.4K - $72.7K
|
5.04K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-240- 5.21% |
$25.1K - $28.3K
|
4.37K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
244+ 4.5% |
$25.5K - $28.8K
|
5.67K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8.25KNew |
$863K - $974K
|
8.25K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 3.09% |
$336K - $379K
|
100K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.96KNew |
$414K - $467K
|
3.96K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
166+ 1.91% |
$17.4K - $19.6K
|
8.88K
$990K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
265New |
$27.7K - $31.3K
|
265
$29.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$3.66K - $4.13K
|
13.7K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
525+ 0.77% |
$54.9K - $62K
|
68.6K
$7.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.44KNew |
$151K - $170K
|
1.44K
$161K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.4K+ 1294.3% |
$10.1M - $11.4M
|
104K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-355- 0.5% |
$37.1K - $41.9K
|
71.1K
$7.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.45% |
$314 - $354
|
661
$73.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.57% |
$209 - $236
|
355
$39.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
402New |
$42K - $47.5K
|
402
$44.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.59KNew |
$271K - $306K
|
2.59K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
143+ 893.75% |
$15K - $16.9K
|
159
$17.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-42.8K- 95.56% |
$4.47M - $5.05M
|
1.99K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.84KNew |
$193K - $218K
|
1.84K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
169+ 6.7% |
$17.7K - $20K
|
2.69K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 4.28% |
$173K - $195K
|
40.3K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-149- 4.95% |
$15.6K - $17.6K
|
2.86K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
95+ 4.66% |
$9.94K - $11.2K
|
2.14K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.22K- 7.38% |
$232K - $262K
|
27.8K
$3.11M
|