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 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
|
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
|
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
|
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
|
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 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
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.25K+ 153.64% |
$420K - $476K
|
7.01K
$772K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 0.02% |
$1.39K - $1.57K
|
72.1K
$7.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.86K- 17.95% |
$184K - $208K
|
8.48K
$935K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-369- 13.93% |
$36.5K - $41.4K
|
2.28K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
5.07K+ 773.89% |
$502K - $569K
|
5.72K
$631K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
355K+ 4702.13% |
$35.1M - $39.8M
|
362K
$39.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-29- 0.6% |
$2.87K - $3.25K
|
4.77K
$526K
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
681+ 0.81% |
$67.4K - $76.4K
|
85.1K
$9.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2KNew |
$198K - $224K
|
2K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10+ 0.18% |
$990 - $1.12K
|
5.52K
$608K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
172+ 0.46% |
$17K - $19.3K
|
37.7K
$4.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.54K- 13.89% |
$252K - $285K
|
15.8K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
930+ 3.51% |
$92.1K - $104K
|
27.5K
$3.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.83KNew |
$181K - $205K
|
1.83K
$201K
|
|