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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-14.6KClosed |
$1.26M - $1.51M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.97KClosed |
$169K - $203K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$172 - $207
|
1.58K
$175K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.36KClosed |
$203K - $244K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-25- 29.41% |
$2.16K - $2.58K
|
60
$6.63K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.55KNew |
$133K - $160K
|
1.55K
$171K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45.3KNew |
$3.9M - $4.68M
|
45.3K
$5M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
26New |
$2.24K - $2.69K
|
26
$2.87K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
66KNew |
$5.69M - $6.82M
|
66K
$7.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-89Closed |
$7.67K - $9.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.18KNew |
$274K - $328K
|
3.18K
$351K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$242K - $290K
|
2.81K
$310K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10KNew |
$866K - $1.04M
|
10K
$1.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
314New |
$27.1K - $32.5K
|
314
$34.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$773K - $927K
|
8.97K
$991K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-193- 2.34% |
$16.6K - $20K
|
8.07K
$891K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.3KNew |
$977K - $1.17M
|
11.3K
$1.25M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
100+ 1.73% |
$8.62K - $10.3K
|
5.88K
$649K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
29New |
$2.5K - $3K
|
29
$3.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
140New |
$12.1K - $14.5K
|
140
$15.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$259 - $310
|
10.1K
$1.12M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.22KClosed |
$191K - $229K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-728Closed |
$62.8K - $75.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.41KNew |
$208K - $249K
|
2.41K
$266K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$380K - $456K
|
4.41K
$487K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-69Closed |
$5.95K - $7.13K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.37KNew |
$549K - $659K
|
6.37K
$704K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-2.15KClosed |
$185K - $222K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.87KClosed |
$420K - $504K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-3.02KClosed |
$260K - $312K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
12KNew |
$1.04M - $1.24M
|
12K
$1.33M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
109New |
$9.4K - $11.3K
|
109
$12K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-8.07KClosed |
$695K - $834K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.15KClosed |
$185K - $222K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.18KNew |
$697K - $770K
|
7.18K
$793K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-69Closed |
$6.7K - $7.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.96KClosed |
$190K - $210K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-3K- 19.11% |
$291K - $322K
|
12.7K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.17KClosed |
$211K - $233K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.04KClosed |
$198K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-50.2KClosed |
$4.88M - $5.38M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-13.5KClosed |
$1.31M - $1.45M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-44Closed |
$4.27K - $4.72K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.05KClosed |
$102K - $112K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-907Closed |
$88.1K - $97.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
SELL
|
- |
-121KClosed |
$11.8M - $13M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.27KClosed |
$221K - $244K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.14KClosed |
$402K - $443K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.08KClosed |
$104K - $115K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
136KNew |
$13.2M - $14.6M
|
136K
$15.1M
|
|