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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4+ 0.08% |
$418 - $472
|
4.93K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
668+ 1.67% |
$69.9K - $78.9K
|
40.6K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-200- 8.81% |
$20.9K - $23.6K
|
2.07K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-79- 1.74% |
$8.26K - $9.33K
|
4.46K
$493K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21- 1.19% |
$2.2K - $2.48K
|
1.74K
$192K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$105 - $118
|
65.5K
$7.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
623+ 1.24% |
$65.2K - $73.5K
|
50.7K
$5.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-985- 24.94% |
$103K - $116K
|
2.96K
$327K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$105 - $118
|
53
$5.85K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 1.05% |
$229K - $258K
|
211K
$23.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.41K+ 21.08% |
$147K - $166K
|
8.08K
$893K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$217K - $245K
|
2.08K
$229K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.55KNew |
$371K - $419K
|
3.55K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
31.3KNew |
$3.27M - $3.69M
|
31.3K
$3.45M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.09K- 10.48% |
$218K - $246K
|
17.8K
$1.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-442- 6.37% |
$46.2K - $52.2K
|
6.5K
$718K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-223- 14.16% |
$23.3K - $26.3K
|
1.35K
$149K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.96K+ 7.71% |
$414K - $468K
|
55.4K
$6.12M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-337- 0.84% |
$35.2K - $39.8K
|
39.7K
$4.39M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.04K+ 124.88% |
$632K - $713K
|
10.9K
$1.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 0.48% |
$5.54K - $6.26K
|
11.1K
$1.23M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24K+ 6.91% |
$2.3M - $2.62M
|
371K
$41M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.45K- 55.62% |
$809K - $921K
|
6.74K
$744K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79+ 1.37% |
$7.57K - $8.61K
|
5.86K
$647K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.89K+ 6.19% |
$276K - $315K
|
49.5K
$5.47M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
58+ 0.17% |
$5.56K - $6.32K
|
33.8K
$3.73M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.99K+ 47.82% |
$191K - $217K
|
6.16K
$681K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 18.92% |
$671 - $763
|
30
$3.31K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
295+ 53.25% |
$28.3K - $32.2K
|
849
$93.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.98K- 22.4% |
$285K - $325K
|
10.3K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.49K- 0.43% |
$621K - $707K
|
1.52M
$168M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
970+ 2.02% |
$92.9K - $106K
|
48.9K
$5.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-640- 2.63% |
$61.3K - $69.8K
|
23.7K
$2.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2K+ 87.72% |
$192K - $218K
|
4.28K
$473K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$287 - $327
|
3
$331
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.92% |
$155K - $176K
|
53.7K
$5.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
400New |
$38.3K - $43.6K
|
400
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.04K- 5.83% |
$675K - $768K
|
114K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
358K+ 6991.37% |
$34.3M - $39M
|
363K
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.2KNew |
$210K - $240K
|
2.2K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 16.04% |
$66.8K - $76K
|
5.04K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
383+ 19150.0% |
$36.7K - $41.8K
|
385
$42.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.03% |
$575 - $654
|
18.9K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 22.56% |
$138K - $157K
|
7.82K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 6.94% |
$359K - $409K
|
57.8K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-16.8K- 9.27% |
$1.61M - $1.83M
|
164K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100New |
$9.58K - $10.9K
|
100
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-111- 0.9% |
$10.6K - $12.1K
|
12.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 1.39% |
$1.59M - $1.8M
|
1.18M
$130M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 1.74% |
$271K - $308K
|
160K
$17.6M
|
|