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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.57% |
$209 - $236
|
355
$34.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
402New |
$42K - $47.5K
|
402
$39.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.59KNew |
$271K - $306K
|
2.59K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
143+ 893.75% |
$15K - $16.9K
|
159
$15.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-42.8K- 95.56% |
$4.47M - $5.05M
|
1.99K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.84KNew |
$193K - $218K
|
1.84K
$179K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
169+ 6.7% |
$17.7K - $20K
|
2.69K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-149- 4.95% |
$15.6K - $17.6K
|
2.86K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
95+ 4.66% |
$9.94K - $11.2K
|
2.14K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.2K- 8.69% |
$858K - $968K
|
86.2K
$8.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
420+ 1.68% |
$43.9K - $49.6K
|
25.5K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.32K- 18.77% |
$556K - $628K
|
23K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
67+ 0.13% |
$7.01K - $7.91K
|
52.5K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-337- 3.92% |
$35.2K - $39.8K
|
8.26K
$802K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
78New |
$8.16K - $9.21K
|
78
$7.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.63K- 8.07% |
$171K - $193K
|
18.6K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-308- 32.52% |
$32.2K - $36.4K
|
639
$62.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-752- 14.5% |
$78.7K - $88.8K
|
4.44K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-25- 0.77% |
$2.61K - $2.95K
|
3.24K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 1.0% |
$7.84K - $8.85K
|
7.44K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 669.63% |
$307K - $346K
|
3.37K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-165- 4.1% |
$17.3K - $19.5K
|
3.86K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.28KNew |
$238K - $269K
|
2.28K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
147+ 0.32% |
$15.4K - $17.4K
|
45.9K
$4.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.99K+ 2.26% |
$208K - $235K
|
89.9K
$8.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.32K- 14.08% |
$661K - $746K
|
38.5K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.18K+ 13.02% |
$646K - $729K
|
53.6K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.04% |
$523 - $590
|
11.9K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
653+ 3.31% |
$68.3K - $77.1K
|
20.4K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
17+ 0.48% |
$1.78K - $2.01K
|
3.57K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
625+ 6.32% |
$65.4K - $73.8K
|
10.5K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.25KNew |
$549K - $620K
|
5.25K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
14+ 0.31% |
$1.46K - $1.65K
|
4.48K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
103+ 5.65% |
$10.8K - $12.2K
|
1.93K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-212- 1.58% |
$22.2K - $25K
|
13.2K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 49.49% |
$1.75M - $1.98M
|
50.6K
$4.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-63- 0.92% |
$6.59K - $7.44K
|
6.78K
$659K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 0.71% |
$15.3K - $17.2K
|
20.4K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
689+ 14.82% |
$72.1K - $81.3K
|
5.34K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
65.8KNew |
$6.88M - $7.77M
|
65.8K
$6.4M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.3K+ 19.73% |
$241K - $272K
|
14K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
74+ 0.1% |
$7.74K - $8.74K
|
77.9K
$7.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
135+ 4.21% |
$14.1K - $15.9K
|
3.34K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-90- 1.78% |
$9.41K - $10.6K
|
4.96K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
43+ 0.16% |
$4.5K - $5.08K
|
26.8K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
119New |
$12.4K - $14K
|
119
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.66K+ 19.05% |
$1.01M - $1.14M
|
60.4K
$5.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.25% |
$523 - $590
|
1.98K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
880+ 7.88% |
$92K - $104K
|
12K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-191- 83.41% |
$20K - $22.5K
|
38
$3.69K
|