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 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-87- 0.4% |
$8.61K - $9.76K
|
21.5K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.2K+ 4.88% |
$1.5M - $1.7M
|
326K
$35.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.11K- 4.31% |
$209K - $237K
|
46.8K
$5.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-150- 0.95% |
$14.8K - $16.8K
|
15.7K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
820+ 35.65% |
$81.2K - $92K
|
3.12K
$344K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-336- 2.2% |
$33.3K - $37.7K
|
15K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
582New |
$57.6K - $65.3K
|
582
$64.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
154+ 14.56% |
$15.2K - $17.3K
|
1.21K
$134K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-57- 0.61% |
$5.64K - $6.4K
|
9.27K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.5K+ 28.96% |
$842K - $954K
|
37.9K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.4K+ 8.56% |
$1.23M - $1.39M
|
158K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
42+ 36.84% |
$4.16K - $4.71K
|
156
$17.2K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
943+ 16.37% |
$93.3K - $106K
|
6.7K
$739K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.25K- 1.36% |
$816K - $925K
|
599K
$66M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-12- 0.47% |
$1.19K - $1.35K
|
2.56K
$282K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
2.59KNew |
$256K - $290K
|
2.59K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-339- 11.84% |
$33.6K - $38K
|
2.52K
$278K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-292- 1.13% |
$28.9K - $32.8K
|
25.6K
$2.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.21KNew |
$318K - $360K
|
3.21K
$353K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 0.97% |
$152K - $172K
|
157K
$17.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-252- 1.8% |
$24.9K - $28.3K
|
13.8K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 1.51% |
$9.9K - $11.2K
|
6.54K
$720K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-300- 6.32% |
$29.7K - $33.7K
|
4.45K
$490K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-311- 0.92% |
$30.8K - $34.9K
|
33.4K
$3.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
11+ 0.24% |
$1.09K - $1.23K
|
4.64K
$511K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
825+ 1.01% |
$81.7K - $92.6K
|
82.8K
$9.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.94KNew |
$291K - $330K
|
2.94K
$324K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.05K- 20.83% |
$302K - $343K
|
11.6K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26- 9.29% |
$2.57K - $2.92K
|
254
$28K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-600- 2.24% |
$59.4K - $67.3K
|
26.2K
$2.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$396 - $449
|
4
$441
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-573- 11.98% |
$56.7K - $64.3K
|
4.21K
$464K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-409- 4.7% |
$40.5K - $45.9K
|
8.29K
$914K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-710- 17.89% |
$70.3K - $79.7K
|
3.26K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
101+ 1.31% |
$10K - $11.3K
|
7.81K
$861K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.33K- 4.43% |
$131K - $149K
|
28.6K
$3.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-519- 9.32% |
$51.4K - $58.2K
|
5.05K
$557K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
28+ 0.8% |
$2.77K - $3.14K
|
3.51K
$387K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-255- 1.98% |
$25.2K - $28.6K
|
12.7K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.61K- 0.81% |
$160K - $181K
|
198K
$21.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20.2K- 2.38% |
$2M - $2.27M
|
830K
$91.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-761- 3.65% |
$75.3K - $85.4K
|
20.1K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.88KNew |
$186K - $211K
|
1.88K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-257- 4.94% |
$25.4K - $28.8K
|
4.94K
$545K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.25K- 9.13% |
$321K - $364K
|
32.3K
$3.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.39K+ 70.36% |
$435K - $493K
|
10.6K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2- 0.05% |
$198 - $224
|
3.91K
$431K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 1.15% |
$99 - $112
|
88
$9.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
469New |
$46.4K - $52.6K
|
469
$51.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.9KNew |
$188K - $213K
|
1.9K
$209K
|
|