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 |
|---|---|---|---|---|---|---|---|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 42.11% |
$1.35K - $1.57K
|
22
$2.43K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.2KNew |
$186K - $216K
|
2.2K
$243K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$343K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.91KNew |
$416K - $481K
|
4.91K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
971+ 1674.14% |
$82.1K - $95.1K
|
1.03K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8+ 0.26% |
$677 - $784
|
3.1K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-666- 91.74% |
$56.3K - $65.3K
|
60
$6.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$172K - $199K
|
2.03K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
198New |
$16.7K - $19.4K
|
198
$21.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 10.6% |
$142K - $165K
|
14.2K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 10.42% |
$21.1K - $24.5K
|
2.65K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
461New |
$39K - $45.2K
|
461
$50.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
613+ 5.83% |
$51.8K - $60.1K
|
11.1K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
432+ 2.36% |
$36.5K - $42.3K
|
18.8K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
44New |
$3.72K - $4.31K
|
44
$4.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.9% |
$127K - $147K
|
37K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
430New |
$36.4K - $42.1K
|
430
$47.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.77K- 25.16% |
$403K - $467K
|
14.2K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
386+ 227.06% |
$32.6K - $37.8K
|
556
$61.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.15% |
$930 - $1.08K
|
7.33K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
185New |
$15.6K - $18.1K
|
185
$20.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-946- 9.09% |
$80K - $92.7K
|
9.46K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.3KNew |
$871K - $1.01M
|
10.3K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
160+ 6.43% |
$13.5K - $15.7K
|
2.65K
$293K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28KNew |
$193K - $224K
|
2.28K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$190K - $221K
|
2.25K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.34K- 13.77% |
$113K - $131K
|
8.38K
$926K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.89KNew |
$583K - $675K
|
6.89K
$761K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-211- 8.12% |
$17.8K - $20.7K
|
2.39K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
610New |
$51.6K - $59.8K
|
610
$67.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.86KNew |
$241K - $280K
|
2.86K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-120- 4.45% |
$10.1K - $11.8K
|
2.58K
$285K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.57KNew |
$302K - $350K
|
3.57K
$395K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$346K - $401K
|
4.09K
$452K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.5K+ 10.0% |
$380K - $441K
|
49.5K
$5.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.18M - $1.37M
|
14K
$1.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$273K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
800New |
$67.7K - $78.4K
|
800
$88.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2.37KNew |
$200K - $232K
|
2.37K
$262K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 2.27% |
$84.6 - $98
|
45
$4.97K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.4KNew |
$203K - $235K
|
2.4K
$265K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.21K- 39.9% |
$440K - $510K
|
7.85K
$867K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-20- 0.5% |
$1.69K - $1.96K
|
3.97K
$439K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$169 - $196
|
2
$221
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-694- 84.02% |
$58.7K - $68K
|
132
$14.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
550New |
$46.5K - $53.9K
|
550
$60.8K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-434- 11.19% |
$36.7K - $42.5K
|
3.45K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
132New |
$11.2K - $12.9K
|
132
$14.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
127New |
$10.7K - $12.4K
|
127
$14K
|