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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
648+ 1.15% |
$64.1K - $72.7K
|
56.9K
$6.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-85- 26.65% |
$8.41K - $9.54K
|
234
$25.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
78.4KNew |
$7.76M - $8.8M
|
78.4K
$8.64M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-732- 3.76% |
$72.5K - $82.1K
|
18.7K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.88K - $2.13K
|
4.18K
$460K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.52K+ 0.78% |
$150K - $170K
|
196K
$21.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-344- 11.94% |
$34.1K - $38.6K
|
2.54K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-160- 11.45% |
$15.8K - $18K
|
1.24K
$136K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-184- 3.44% |
$18.2K - $20.6K
|
5.16K
$569K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.09K- 3.77% |
$107K - $122K
|
27.7K
$3.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-439- 4.63% |
$43.5K - $49.3K
|
9.04K
$995K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-10- 0.18% |
$990 - $1.12K
|
5.57K
$614K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-33- 33.0% |
$3.27K - $3.7K
|
67
$7.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
275+ 8.48% |
$27.2K - $30.9K
|
3.52K
$388K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
718+ 6.34% |
$71.1K - $80.6K
|
12.1K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-68- 1.62% |
$6.73K - $7.63K
|
4.12K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-32- 0.38% |
$3.17K - $3.59K
|
8.38K
$923K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-105- 1.11% |
$10.4K - $11.8K
|
9.34K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-215- 5.19% |
$21.3K - $24.1K
|
3.92K
$432K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.01% |
$297 - $337
|
53K
$5.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 2.49% |
$6.43K - $7.29K
|
2.68K
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.15% |
$396 - $449
|
2.71K
$298K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.51K- 5.38% |
$347K - $393K
|
61.6K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
222+ 8.95% |
$22K - $24.9K
|
2.7K
$298K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.85KNew |
$183K - $207K
|
1.85K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.76K- 6.39% |
$273K - $309K
|
40.4K
$4.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-379- 2.75% |
$37.5K - $42.5K
|
13.4K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-840- 11.7% |
$83.2K - $94.2K
|
6.34K
$699K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.45% |
$693 - $785
|
1.56K
$171K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$693 - $785
|
4.39K
$484K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.16KNew |
$214K - $243K
|
2.16K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.02K- 2.21% |
$101K - $115K
|
45.2K
$4.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
828+ 4.91% |
$82K - $92.9K
|
17.7K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-252- 6.1% |
$24.9K - $28.3K
|
3.88K
$428K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.08K+ 55.41% |
$206K - $234K
|
5.84K
$644K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$198 - $224
|
7.82K
$861K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
746+ 8.89% |
$73.8K - $83.7K
|
9.13K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-213- 9.73% |
$21.1K - $23.9K
|
1.98K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.22K+ 2.28% |
$120K - $136K
|
54.5K
$6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-115- 0.31% |
$11.4K - $12.9K
|
37K
$4.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.13K- 8.73% |
$112K - $126K
|
11.8K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
503+ 6.37% |
$49.8K - $56.4K
|
8.4K
$925K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.56% |
$693 - $785
|
1.26K
$138K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.09% |
$693 - $785
|
7.45K
$821K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-553- 2.07% |
$54.7K - $62K
|
26.1K
$2.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
36+ 0.44% |
$3.56K - $4.04K
|
8.29K
$913K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-37- 0.67% |
$3.66K - $4.15K
|
5.48K
$603K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-100- 8.5% |
$9.9K - $11.2K
|
1.08K
$119K
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
72.6KNew |
$7.19M - $8.15M
|
72.6K
$8M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.37K- 6.35% |
$135K - $153K
|
20.1K
$2.22M
|
|