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 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.08K- 99.87% |
$260K - $302K
|
4
$442
|
|
| Q3 2022 | |||||||
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.69KNew |
$386K - $475K
|
4.69K
$518K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-19Closed |
$1.57K - $1.93K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4KClosed |
$3.08M - $3.79M
|
0
$0
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-64Closed |
$5.28K - $6.48K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-599- 1.36% |
$49.4K - $60.7K
|
43.4K
$4.79M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
180New |
$14.8K - $18.2K
|
180
$19.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 9.26% |
$412 - $507
|
49
$5.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 47.62% |
$8.25K - $10.1K
|
310
$34.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.7K- 94.55% |
$964K - $1.18M
|
674
$74.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-527- 3.6% |
$43.5K - $53.4K
|
14.1K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-559- 5.25% |
$46.1K - $56.6K
|
10.1K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.07KClosed |
$171K - $210K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.12K+ 61.55% |
$340K - $417K
|
10.8K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-156- 0.62% |
$12.9K - $15.8K
|
25.1K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52.1K- 94.76% |
$4.3M - $5.28M
|
2.88K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-47- 0.94% |
$3.88K - $4.76K
|
4.95K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-538K- 95.47% |
$44.3M - $54.5M
|
25.5K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.95K+ 161.65% |
$656K - $806K
|
12.9K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-31.1K- 2.75% |
$2.57M - $3.16M
|
1.1M
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.63KNew |
$216K - $266K
|
2.63K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-78- 5.62% |
$6.43K - $7.9K
|
1.31K
$145K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.25K- 57.63% |
$351K - $431K
|
3.13K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.71K- 20.28% |
$224K - $275K
|
10.7K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
400+ 14.45% |
$33K - $40.5K
|
3.17K
$350K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-15- 3.98% |
$1.24K - $1.52K
|
362
$40K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.08KClosed |
$419K - $515K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
545+ 0.06% |
$44.9K - $55.2K
|
850K
$93.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-92Closed |
$7.59K - $9.32K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.11% |
$82.5 - $101
|
910
$101K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$209K - $256K
|
2.53K
$280K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-216- 7.06% |
$17.8K - $21.9K
|
2.84K
$314K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
36New |
$2.97K - $3.65K
|
36
$3.98K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.8KNew |
$888K - $1.09M
|
10.8K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-108- 51.92% |
$8.9K - $10.9K
|
100
$11K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2.23KNew |
$184K - $226K
|
2.23K
$246K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-18.8K- 98.75% |
$1.55M - $1.9M
|
238
$26.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$165 - $203
|
3.76K
$415K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 10.55% |
$14K - $17.2K
|
1.78K
$197K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5- 0.99% |
$412 - $507
|
500
$55.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.25KNew |
$268K - $330K
|
3.25K
$359K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-21- 36.84% |
$1.73K - $2.13K
|
36
$3.98K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-304- 25.33% |
$25.1K - $30.8K
|
896
$99K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.99KNew |
$412K - $506K
|
4.99K
$552K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.65% |
$7.83K - $9.63K
|
3.49K
$386K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-103- 88.79% |
$8.49K - $10.4K
|
13
$1.44K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
158+ 81.44% |
$13K - $16K
|
352
$38.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
24New |
$1.98K - $2.43K
|
24
$2.65K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2K- 94.88% |
$165K - $203K
|
108
$11.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.54KNew |
$292K - $359K
|
3.54K
$391K
|
|