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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.12KNew |
$177K - $212K
|
2.12K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-41- 1.25% |
$3.43K - $4.1K
|
3.24K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-158- 2.09% |
$13.2K - $15.8K
|
7.41K
$816K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335New |
$28K - $33.5K
|
335
$36.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
110+ 49.33% |
$9.19K - $11K
|
333
$36.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.7K- 33.8% |
$559K - $670K
|
13.1K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
117K+ 9846.67% |
$9.75M - $11.7M
|
118K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.79KNew |
$233K - $279K
|
2.79K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
226K+ 342183.34% |
$18.9M - $22.6M
|
226K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-275- 10.56% |
$23K - $27.5K
|
2.33K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 3.4% |
$11.2K - $13.4K
|
3.81K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36New |
$3.01K - $3.6K
|
36
$3.97K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-281- 10.33% |
$23.5K - $28.1K
|
2.44K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 3.13% |
$83.5 - $100
|
33
$3.64K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
246New |
$20.6K - $24.6K
|
246
$27.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$251 - $300
|
488
$53.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-300- 7.51% |
$25.1K - $30K
|
3.7K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-872- 32.67% |
$72.8K - $87.2K
|
1.8K
$198K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.71K+ 3.7% |
$227K - $271K
|
76K
$8.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.03KNew |
$253K - $303K
|
3.03K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.7KNew |
$981K - $1.17M
|
11.7K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.3K+ 52.65% |
$4.29M - $5.13M
|
149K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-6- 85.71% |
$501 - $600
|
1
$110
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79New |
$6.6K - $7.9K
|
79
$8.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 16.55% |
$126K - $151K
|
7.59K
$836K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.14K- 57.21% |
$262K - $314K
|
2.35K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.79KNew |
$734K - $879K
|
8.79K
$968K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-384- 15.7% |
$32.1K - $38.4K
|
2.06K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-211- 50.0% |
$17.6K - $21.1K
|
211
$23.2K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-491- 13.32% |
$41K - $49.1K
|
3.2K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.06K- 20.03% |
$172K - $206K
|
8.24K
$908K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4- 3.48% |
$334 - $400
|
111
$12.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-66- 0.19% |
$5.51K - $6.6K
|
35.2K
$3.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.91K- 3.52% |
$160K - $191K
|
52.4K
$5.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6.72K- 48.55% |
$561K - $672K
|
7.12K
$784K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.13K+ 53.96% |
$94.6K - $113K
|
3.23K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
348New |
$29.1K - $34.8K
|
348
$38.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-795- 26.64% |
$66.4K - $79.5K
|
2.19K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.29K+ 46.38% |
$191K - $229K
|
7.23K
$796K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.94K+ 56.89% |
$580K - $694K
|
19.1K
$2.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-100- 1.96% |
$8.35K - $10K
|
5.01K
$552K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
564+ 20.46% |
$47.1K - $56.4K
|
3.32K
$366K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-410- 9.19% |
$34.3K - $41K
|
4.05K
$446K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110+ 11000.0% |
$9.19K - $11K
|
111
$12.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-22- 0.99% |
$1.84K - $2.2K
|
2.2K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-26- 1.01% |
$2.17K - $2.6K
|
2.54K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-99- 46.48% |
$8.27K - $9.9K
|
114
$12.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05KNew |
$171K - $205K
|
2.05K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$8.35K - $10K
|
100
$11K
|
|