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 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.66KClosed |
$165K - $184K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
216New |
$21.4K - $23.9K
|
216
$21K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.61K - $2.16K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-20Closed |
$1.61K - $2.16K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-254Closed |
$20.4K - $27.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-33Closed |
$2.65K - $3.56K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-464Closed |
$37.3K - $50.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.78KClosed |
$545K - $732K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.78KClosed |
$304K - $408K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.07KClosed |
$247K - $331K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.7KClosed |
$538K - $723K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-56- 1.09% |
$4.5K - $6.04K
|
5.1K
$496K
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$903K - $1.21M
|
11.2K
$1.09M
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-12.8K- 88.89% |
$1.03M - $1.38M
|
1.6K
$156K
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-33- 2.0% |
$2.65K - $3.56K
|
1.62K
$158K
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13- 0.34% |
$1.04K - $1.4K
|
3.8K
$370K
|
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.51KClosed |
$202K - $271K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-3.57KClosed |
$287K - $386K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
201+ 100.0% |
$12.5K - $16.4K
|
402
$39.1K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
330New |
$20.5K - $26.9K
|
330
$32.1K
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-3Closed |
$186 - $245
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
40New |
$2.48K - $3.26K
|
40
$3.89K
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-218Closed |
$13.5K - $17.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-605Closed |
$37.6K - $49.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
647+ 100.0% |
$40.2K - $52.7K
|
1.29K
$126K
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
22.9K+ 100.0% |
$1.42M - $1.86M
|
45.7K
$4.44M
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
1.98K+ 100.0% |
$123K - $161K
|
3.96K
$385K
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.18KClosed |
$570K - $748K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.21K+ 100.0% |
$137K - $180K
|
4.42K
$430K
|
|
|
Feb 09, 2021
Q4 2020
|
Rice Partnership, LLC
|
BUY
|
- |
50+ 100.0% |
$3.11K - $4.08K
|
100
$9.72K
|
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-1.65KClosed |
$102K - $134K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4+ 100.0% |
$248 - $326
|
8
$778
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7Closed |
$435 - $571
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-439Closed |
$27.3K - $35.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-16Closed |
$994 - $1.3K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Seaview Investment Managers LLC
|
SELL
|
- |
-299Closed |
$18.6K - $24.4K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
244New |
$15.2K - $19.9K
|
244
$23.7K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-116Closed |
$7.2K - $9.45K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
548+ 100.0% |
$34K - $44.7K
|
1.1K
$107K
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-30Closed |
$1.86K - $2.45K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-146Closed |
$9.07K - $11.9K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
90New |
$5.59K - $7.34K
|
90
$8.75K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
144+ 100.0% |
$8.94K - $11.7K
|
288
$28K
|
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
159+ 100.0% |
$9.88K - $13K
|
318
$30.9K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
85+ 62.96% |
$5.28K - $6.93K
|
220
$21.4K
|
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-2.3KClosed |
$143K - $187K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-114Closed |
$7.08K - $9.29K
|
0
$0
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 100.0% |
$3.11K - $4.08K
|
100
$9.72K
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-700- 16.19% |
$39.9K - $46.9K
|
3.62K
$352K
|
|
|
Nov 16, 2020
Q3 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.9KClosed |
$165K - $195K
|
0
$0
|
|