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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 151.59% |
$1.04M - $1.18M
|
17.4K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 2.31% |
$1.98K - $2.24K
|
845
$93.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.17K- 0.93% |
$313K - $355K
|
336K
$37M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57K+ 54.16% |
$5.64M - $6.39M
|
162K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.21K+ 22.61% |
$614K - $696K
|
33.7K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
2.17K+ 1301.2% |
$215K - $244K
|
2.34K
$258K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
483+ 85.79% |
$47.8K - $54.2K
|
1.05K
$115K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-1.33K- 3.95% |
$132K - $149K
|
32.4K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.69K- 3.29% |
$860K - $974K
|
255K
$28.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.37K+ 13.64% |
$829K - $940K
|
69.8K
$7.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-50- 0.45% |
$4.95K - $5.61K
|
11.1K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
42+ 0.67% |
$4.16K - $4.71K
|
6.27K
$691K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.15% |
$594 - $673
|
4.01K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
265+ 1.09% |
$26.2K - $29.7K
|
24.5K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 0.19% |
$9.9K - $11.2K
|
52.1K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.78K- 1.58% |
$176K - $199K
|
111K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.03K+ 30.19% |
$201K - $228K
|
8.77K
$966K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.24KNew |
$123K - $139K
|
1.24K
$137K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-373- 1.35% |
$36.9K - $41.9K
|
27.3K
$3M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.14K- 0.81% |
$212K - $240K
|
260K
$28.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.16K+ 2.48% |
$214K - $243K
|
89.4K
$9.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
803+ 1.0% |
$79.5K - $90.1K
|
81.5K
$8.98M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
199New |
$19.7K - $22.3K
|
199
$21.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 1.6% |
$2.09M - $2.37M
|
1.3M
$143M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
228+ 4.41% |
$22.6K - $25.6K
|
5.4K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
80.9K+ 7.78% |
$8.01M - $9.08M
|
1.12M
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.12% |
$1.09K - $1.23K
|
9.34K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$170K - $193K
|
1.72K
$190K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-705- 73.82% |
$69.8K - $79.1K
|
250
$27.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.99K+ 12.8% |
$593K - $672K
|
52.8K
$5.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-163- 5.14% |
$16.1K - $18.3K
|
3.01K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-293- 25.37% |
$29K - $32.9K
|
862
$95K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.83KNew |
$181K - $206K
|
1.83K
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.75K- 30.35% |
$273K - $309K
|
6.32K
$696K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
19.2KNew |
$1.9M - $2.15M
|
19.2K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-75- 2.14% |
$7.42K - $8.42K
|
3.44K
$378K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$198 - $224
|
5.87K
$646K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-392- 6.96% |
$38.8K - $44K
|
5.24K
$577K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-879- 1.54% |
$87K - $98.6K
|
56.3K
$6.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
113New |
$11.2K - $12.7K
|
113
$12.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119+ 0.33% |
$11.8K - $13.4K
|
36.6K
$4.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.32K- 2.53% |
$230K - $261K
|
89.6K
$9.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.3K+ 105.04% |
$1.61M - $1.82M
|
31.7K
$3.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-914- 14.89% |
$90.5K - $103K
|
5.22K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 71.65% |
$3.19M - $3.61M
|
12.7K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2KNew |
$198K - $224K
|
2K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-84- 0.67% |
$8.32K - $9.42K
|
12.5K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-576- 4.87% |
$57K - $64.6K
|
11.3K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.41% |
$2.47K - $2.81K
|
6.09K
$671K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.27% |
$99 - $112
|
45
$4.96K
|
|