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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.29K- 66.76% |
$436K - $536K
|
2.64K
$291K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-174K- 99.81% |
$14.4M - $17.7M
|
337
$37.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-95.3KClosed |
$7.85M - $9.65M
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 5.15% |
$89.6K - $110K
|
22.2K
$2.45M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-272- 20.67% |
$23.4K - $28.1K
|
1.04K
$115K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
147New |
$12.7K - $15.2K
|
147
$16.2K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.06KNew |
$522K - $626K
|
6.06K
$669K
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-137KClosed |
$11.8M - $14.1M
|
0
$0
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
970+ 4.35% |
$83.6K - $100K
|
23.3K
$2.57M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.17KNew |
$273K - $328K
|
3.17K
$350K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21KNew |
$277K - $332K
|
3.21K
$355K
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-790Closed |
$68.1K - $81.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7Closed |
$603 - $724
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-36Closed |
$3.1K - $3.72K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.3K+ 435.89% |
$4.08M - $4.89M
|
58.2K
$6.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
304New |
$26.2K - $31.4K
|
304
$33.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.6KClosed |
$310K - $372K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-89.4KClosed |
$7.71M - $9.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
54.8KNew |
$4.72M - $5.66M
|
54.8K
$6.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$1.15M - $1.38M
|
13.4K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27.5KNew |
$2.37M - $2.85M
|
27.5K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.47KNew |
$385K - $462K
|
4.47K
$493K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-16Closed |
$1.38K - $1.65K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
328+ 3.9% |
$28.3K - $33.9K
|
8.74K
$965K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-73Closed |
$6.29K - $7.55K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.98KNew |
$343K - $412K
|
3.98K
$440K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-35.7KClosed |
$3.08M - $3.69M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.29KNew |
$198K - $237K
|
2.29K
$253K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.07KClosed |
$178K - $214K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.8KNew |
$241K - $289K
|
2.8K
$309K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
74KNew |
$6.38M - $7.65M
|
74K
$8.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3KClosed |
$258K - $310K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.25KClosed |
$108K - $129K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.3KClosed |
$198K - $238K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-25Closed |
$2.16K - $2.58K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
521New |
$44.9K - $53.9K
|
521
$57.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-417Closed |
$35.9K - $43.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-848Closed |
$73.1K - $87.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1K+ 26.81% |
$86.3K - $103K
|
4.73K
$523K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$1.34M - $1.6M
|
15.5K
$1.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.31KNew |
$630K - $755K
|
7.31K
$807K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41.9KNew |
$3.61M - $4.33M
|
41.9K
$4.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.04KClosed |
$693K - $831K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.3K+ 8.17% |
$1.49M - $1.79M
|
230K
$25.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$351K - $421K
|
4.08K
$450K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-318- 8.15% |
$27.4K - $32.9K
|
3.59K
$396K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
31.6KNew |
$2.72M - $3.27M
|
31.6K
$3.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5+ 2.38% |
$431 - $517
|
215
$23.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 20.49% |
$140K - $168K
|
9.55K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$1.03M - $1.23M
|
11.9K
$1.32M
|
|