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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 4.1% |
$14.4M - $16.3M
|
3.5M
$340M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-554- 3.7% |
$57.9K - $65.4K
|
14.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
15.8K+ 9.59% |
$1.65M - $1.86M
|
180K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.19K+ 0.21% |
$333K - $376K
|
1.5M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.4K+ 335.12% |
$2.35M - $2.65M
|
29.1K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.01K- 0.51% |
$106K - $119K
|
196K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-718- 2.55% |
$75.1K - $84.8K
|
27.5K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.05KNew |
$215K - $242K
|
2.05K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.55K+ 95.07% |
$266K - $301K
|
5.23K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
615New |
$64.3K - $72.6K
|
615
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.2K+ 14.69% |
$1.07M - $1.21M
|
79.9K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.95K+ 3.84% |
$204K - $230K
|
52.8K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.83KNew |
$400K - $452K
|
3.83K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.29K+ 0.36% |
$449K - $507K
|
1.18M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.36K- 0.73% |
$247K - $279K
|
320K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46K+ 53.21% |
$362K - $408K
|
9.95K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
257+ 5.5% |
$26.9K - $30.3K
|
4.93K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.94KNew |
$726K - $819K
|
6.94K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
984+ 3.46% |
$103K - $116K
|
29.4K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
454+ 7.99% |
$47.5K - $53.6K
|
6.14K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-184- 1.62% |
$19.2K - $21.7K
|
11.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-47.2K- 26.74% |
$4.94M - $5.57M
|
129K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 7.1% |
$3.37M - $3.81M
|
487K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.31K- 2.71% |
$242K - $273K
|
82.9K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.32K- 0.16% |
$138K - $156K
|
801K
$77.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.9KNew |
$199K - $224K
|
1.9K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.8KNew |
$188K - $212K
|
1.8K
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.39K- 98.21% |
$982K - $1.11M
|
171
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.4K+ 17.68% |
$2.55M - $2.88M
|
162K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-701- 53.15% |
$73.3K - $82.8K
|
618
$60.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.26K- 25.54% |
$132K - $149K
|
3.68K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.15K+ 9.47% |
$957K - $1.08M
|
106K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-89- 0.93% |
$9.31K - $10.5K
|
9.5K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$105 - $118
|
2.56K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-566- 2.24% |
$59.2K - $66.8K
|
24.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
26.9KNew |
$2.81M - $3.17M
|
26.9K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.35KNew |
$873K - $985K
|
8.35K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
532New |
$55.6K - $62.8K
|
532
$51.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 1.62% |
$5.9M - $6.66M
|
3.54M
$344M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68+ 8.56% |
$7.11K - $8.03K
|
862
$83.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-604- 0.53% |
$63.2K - $71.3K
|
113K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-789- 6.14% |
$82.5K - $93.1K
|
12.1K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.98K+ 3.76% |
$416K - $469K
|
110K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.07KNew |
$216K - $244K
|
2.07K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-612- 0.48% |
$64K - $72.2K
|
126K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
1New |
$105 - $118
|
1
$97.2
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.5KNew |
$261K - $295K
|
2.5K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 73.18% |
$2.06M - $2.33M
|
7.24K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.6K- 53.06% |
$272K - $307K
|
2.3K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9+ 0.45% |
$941 - $1.06K
|
2.01K
$196K
|