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 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
895+ 4.51% |
$88.6K - $100K
|
20.7K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
153+ 2.47% |
$15.1K - $17.2K
|
6.35K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
969+ 1.92% |
$95.9K - $109K
|
51.4K
$5.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7K+ 22.58% |
$693K - $785K
|
38K
$4.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.27K+ 4.59% |
$621K - $704K
|
143K
$15.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-339- 7.02% |
$33.6K - $38K
|
4.49K
$495K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
209KNew |
$20.7M - $23.5M
|
209K
$23M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 1.63% |
$9.4K - $10.7K
|
5.92K
$652K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 1287.88% |
$168K - $191K
|
1.83K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-137- 22.35% |
$13.6K - $15.4K
|
476
$52.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.02KNew |
$200K - $227K
|
2.02K
$223K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.99K+ 67.54% |
$197K - $223K
|
4.93K
$544K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.46K+ 3.6% |
$639K - $724K
|
186K
$20.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-71- 1.07% |
$7.03K - $7.97K
|
6.59K
$726K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.05% |
$693 - $785
|
14.3K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 2.74% |
$221K - $250K
|
83.6K
$9.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
16+ 0.44% |
$1.58K - $1.8K
|
3.61K
$398K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-58.7K- 82.74% |
$5.81M - $6.59M
|
12.3K
$1.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.21K+ 2.48% |
$219K - $248K
|
91.6K
$10.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
370+ 370.0% |
$36.6K - $41.5K
|
470
$51.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-102- 0.23% |
$10.1K - $11.4K
|
43.8K
$4.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.87KNew |
$185K - $209K
|
1.87K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.04% |
$198 - $224
|
5.6K
$617K
|
|
|
Nov 10, 2025
Q3 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-16.2K- 84.69% |
$1.61M - $1.82M
|
2.93K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.86K- 4.25% |
$283K - $321K
|
64.3K
$7.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
SELL
|
- |
-33.8K- 73.78% |
$3.35M - $3.79M
|
12K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-93- 1.03% |
$9.21K - $10.4K
|
8.91K
$981K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
245+ 1.48% |
$24.3K - $27.5K
|
16.8K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
210+ 16.37% |
$20.8K - $23.6K
|
1.49K
$164K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.7K- 3.67% |
$2.15M - $2.44M
|
569K
$62.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
766+ 2.08% |
$75.8K - $85.9K
|
37.6K
$4.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-103K- 25.11% |
$10.2M - $11.5M
|
306K
$33.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.66K- 2.8% |
$164K - $186K
|
57.6K
$6.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
175New |
$17.3K - $19.6K
|
175
$19.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
11+ 0.15% |
$1.09K - $1.23K
|
7.31K
$805K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.15K+ 2.05% |
$113K - $129K
|
57.1K
$6.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-68- 0.09% |
$6.73K - $7.63K
|
79.4K
$8.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.89KNew |
$187K - $212K
|
1.89K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
191+ 2.15% |
$18.9K - $21.4K
|
9.08K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2KNew |
$198K - $224K
|
2K
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-203- 1.38% |
$20.1K - $22.8K
|
14.6K
$1.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 22.41% |
$132K - $150K
|
4.62K
$509K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
70.9K+ 728.53% |
$7.02M - $7.96M
|
80.7K
$8.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-42- 0.18% |
$4.16K - $4.71K
|
22.8K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-826- 3.5% |
$81.8K - $92.7K
|
22.8K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 1.28% |
$128K - $145K
|
102K
$11.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.31% |
$17K - $19.3K
|
5.03K
$554K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16- 0.19% |
$1.58K - $1.8K
|
8.2K
$904K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.08K+ 3.35% |
$106K - $121K
|
33.1K
$3.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-140- 2.24% |
$13.9K - $15.7K
|
6.1K
$672K
|
|