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 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.88K+ 15.48% |
$406K - $458K
|
28.9K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.59KNew |
$898K - $1.01M
|
8.59K
$949K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-316- 8.22% |
$33.1K - $37.3K
|
3.53K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.29% |
$1.88K - $2.12K
|
6.17K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.07K+ 9.92% |
$216K - $244K
|
22.9K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9+ 0.22% |
$941 - $1.06K
|
4.13K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-95- 2.49% |
$9.94K - $11.2K
|
3.72K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
684+ 1.46% |
$71.5K - $80.7K
|
47.5K
$5.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
288+ 0.66% |
$30.1K - $34K
|
44K
$4.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 3.24% |
$140K - $158K
|
40K
$4.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 53.75% |
$213K - $240K
|
5.82K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
460New |
$48.1K - $54.3K
|
460
$50.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-138- 51.88% |
$14.4K - $16.3K
|
128
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
78+ 2.9% |
$8.16K - $9.21K
|
2.77K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.31% |
$314 - $354
|
964
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-522- 2.36% |
$54.6K - $61.6K
|
21.6K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-586- 4.74% |
$61.3K - $69.2K
|
11.8K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12+ 0.17% |
$1.26K - $1.42K
|
7.28K
$804K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-15- 0.36% |
$1.57K - $1.77K
|
4.11K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
279K+ 10761.02% |
$29.2M - $33M
|
282K
$31.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-10- 0.41% |
$1.05K - $1.18K
|
2.43K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$105 - $118
|
1.33K
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.18% |
$941 - $1.06K
|
5.11K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115New |
$12K - $13.6K
|
115
$12.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-438- 1.39% |
$45.8K - $51.7K
|
31.2K
$3.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.32K- 31.55% |
$243K - $274K
|
5.04K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 5.07% |
$139K - $156K
|
27.4K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
22+ 0.28% |
$2.3K - $2.6K
|
7.8K
$862K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
68+ 0.63% |
$7.11K - $8.03K
|
10.8K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-384- 8.6% |
$40.2K - $45.3K
|
4.08K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.8K- 2.44% |
$188K - $212K
|
71.9K
$7.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
106+ 1.37% |
$11.1K - $12.5K
|
7.82K
$864K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.69K+ 7.14% |
$281K - $317K
|
40.4K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
16+ 0.2% |
$1.67K - $1.89K
|
8.01K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1- 0.02% |
$105 - $118
|
5.02K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 14.77% |
$1.26M - $1.42M
|
93.7K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 36.22% |
$250K - $282K
|
4.2K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-101- 0.33% |
$10.6K - $11.9K
|
30.4K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23.5K- 11.26% |
$2.46M - $2.78M
|
185K
$20.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.44% |
$2.61K - $2.95K
|
5.72K
$632K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
185+ 48.3% |
$19.3K - $21.8K
|
568
$62.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.27% |
$1.05K - $1.18K
|
3.66K
$404K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-139- 1.58% |
$14.5K - $16.4K
|
8.67K
$958K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-146- 0.85% |
$15.3K - $17.2K
|
17K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$209 - $236
|
2.82K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.59K- 11.87% |
$166K - $187K
|
11.8K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 3.11% |
$133K - $150K
|
42.2K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
65+ 1.13% |
$6.8K - $7.67K
|
5.81K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.49% |
$941 - $1.06K
|
1.85K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$1.36K - $1.53K
|
4.76K
$526K
|