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 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-645- 10.68% |
$61.8K - $70.3K
|
5.4K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-11- 0.14% |
$1.05K - $1.2K
|
7.6K
$848K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.26K- 4.94% |
$216K - $246K
|
43.4K
$4.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.56K- 3.44% |
$149K - $170K
|
43.7K
$4.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
53+ 4.33% |
$5.08K - $5.78K
|
1.28K
$142K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.62K- 36.95% |
$251K - $285K
|
4.46K
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.69% |
$5.08K - $5.78K
|
7.7K
$859K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.11K- 8.27% |
$107K - $121K
|
12.4K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 0.47% |
$4.31K - $4.91K
|
9.56K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 2.36% |
$112K - $127K
|
50.6K
$5.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
43+ 2.88% |
$4.12K - $4.69K
|
1.54K
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
925+ 11.73% |
$88.6K - $101K
|
8.81K
$983K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$192 - $218
|
2.12K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.42K- 5.53% |
$232K - $264K
|
41.4K
$4.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 0.09% |
$1.15K - $1.31K
|
13.3K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-454- 11.34% |
$43.5K - $49.5K
|
3.55K
$396K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
2.89K+ 0.97% |
$277K - $315K
|
301K
$33.5M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-359- 11.81% |
$34.4K - $39.1K
|
2.68K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-294- 4.33% |
$28.2K - $32.1K
|
6.5K
$725K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
172+ 6.15% |
$16.5K - $18.8K
|
2.97K
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.65K- 98.62% |
$350K - $398K
|
51
$5.69K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-250- 17.86% |
$24K - $27.3K
|
1.15K
$128K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
291+ 5.76% |
$27.9K - $31.7K
|
5.34K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.56K- 43.02% |
$533K - $606K
|
7.37K
$821K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-545- 17.35% |
$52.2K - $59.4K
|
2.6K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
6.13K+ 8.12% |
$588K - $669K
|
81.7K
$9.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
864New |
$82.8K - $94.2K
|
864
$96.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$1.82K - $2.07K
|
19
$2.12K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-12.1KClosed |
$1.16M - $1.32M
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$192 - $218
|
2.81K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-223- 0.5% |
$21.4K - $24.3K
|
44.1K
$4.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-415- 0.14% |
$39.8K - $45.2K
|
292K
$32.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.3K+ 64.3% |
$6.07M - $6.9M
|
162K
$18M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.46K- 5.6% |
$523K - $596K
|
92.1K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
71KNew |
$6.8M - $7.74M
|
71K
$7.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-64- 2.23% |
$6.13K - $6.98K
|
2.8K
$312K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.5KNew |
$239K - $272K
|
2.5K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
291+ 8.33% |
$27.9K - $31.7K
|
3.78K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.04% |
$192 - $218
|
5.24K
$585K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-12- 0.15% |
$1.15K - $1.31K
|
7.99K
$891K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-61- 0.97% |
$5.84K - $6.65K
|
6.24K
$696K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269- 9.0% |
$25.8K - $29.3K
|
2.72K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 56.5% |
$217K - $247K
|
1.75K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.22% |
$5.37K - $6.11K
|
25.2K
$2.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 7.88% |
$129K - $147K
|
18.4K
$2.05M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-315- 11.66% |
$30.2K - $34.3K
|
2.39K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-584- 13.7% |
$56K - $63.7K
|
3.68K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 3.8% |
$1.15K - $1.31K
|
304
$33.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-235- 33.57% |
$22.5K - $25.6K
|
465
$51.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 3.02% |
$277K - $315K
|
92.9K
$10.4M
|