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 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.89K+ 5.59% |
$307K - $328K
|
54.7K
$6.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.37K- 17.55% |
$145K - $155K
|
6.43K
$708K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
315+ 14.99% |
$33.4K - $35.7K
|
2.42K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.47% |
$3.18K - $3.4K
|
6.43K
$709K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
194+ 2.43% |
$20.5K - $22K
|
8.17K
$901K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.02KNew |
$319K - $341K
|
3.02K
$332K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.28K- 3.54% |
$241K - $258K
|
62K
$6.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.72K- 3.2% |
$818K - $874K
|
233K
$25.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-598- 5.3% |
$63.3K - $67.7K
|
10.7K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.87KNew |
$410K - $438K
|
3.87K
$427K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-212- 5.52% |
$22.5K - $24K
|
3.63K
$400K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.19K+ 2.98% |
$126K - $135K
|
41.3K
$4.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
130+ 2.92% |
$13.8K - $14.7K
|
4.59K
$506K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.45% |
$5.72K - $6.11K
|
12.1K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-328- 8.57% |
$34.7K - $37.1K
|
3.5K
$385K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$106 - $113
|
3.06K
$337K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-49- 2.61% |
$5.19K - $5.55K
|
1.83K
$202K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 17.6% |
$435K - $465K
|
27.5K
$3.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.53K+ 310.96% |
$586K - $626K
|
7.31K
$806K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.4K+ 10.27% |
$996K - $1.06M
|
101K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
843+ 1.37% |
$89.3K - $95.4K
|
62.5K
$6.89M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-120- 0.3% |
$12.7K - $13.6K
|
40.5K
$4.46M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 0.08% |
$1.91K - $2.04K
|
21.3K
$2.35M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.84K- 12.33% |
$194K - $208K
|
13K
$1.44M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 10.91% |
$6.46K - $6.9K
|
620
$68.3K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-918- 6.44% |
$90.9K - $103K
|
13.3K
$1.47M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-98- 25.79% |
$9.7K - $11K
|
282
$31.1K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-714- 98.62% |
$70.7K - $80.1K
|
10
$1.1K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.97KNew |
$195K - $221K
|
1.97K
$217K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
53+ 2.58% |
$5.25K - $5.95K
|
2.1K
$232K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.6K- 35.03% |
$2.43M - $2.76M
|
45.6K
$5.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.15K- 1.82% |
$114K - $129K
|
61.8K
$6.81M
|
|
|
Dec 01, 2025
Q3 2025
|
Ltg Capital LLC
|
SELL
|
- |
-432- 1.17% |
$42.8K - $48.5K
|
36.6K
$4.04M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5New |
$495 - $561
|
5
$551
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-427K- 98.8% |
$42.3M - $47.9M
|
5.17K
$570K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.06% |
$396 - $449
|
6.31K
$696K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-58- 0.53% |
$5.74K - $6.51K
|
10.8K
$1.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$99 - $112
|
3.58K
$394K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-334- 0.42% |
$33.1K - $37.5K
|
79.5K
$8.76M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-700- 1.34% |
$69.3K - $78.5K
|
51.7K
$5.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-671- 3.34% |
$66.4K - $75.3K
|
19.4K
$2.14M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
412KNew |
$40.8M - $46.2M
|
412K
$45.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
4.34KNew |
$430K - $487K
|
4.34K
$478K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.08K- 3.8% |
$305K - $346K
|
78.1K
$8.61M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
883+ 116.18% |
$87.4K - $99.1K
|
1.64K
$181K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
113+ 5.19% |
$11.2K - $12.7K
|
2.29K
$252K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.53K- 3.36% |
$152K - $172K
|
44.1K
$4.86M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$202K - $229K
|
2.05K
$225K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
84New |
$8.32K - $9.42K
|
84
$9.26K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.08% |
$198 - $224
|
2.57K
$283K
|
|