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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.6K- 31.05% |
$1.15M - $1.3M
|
25.7K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-586- 16.71% |
$58K - $65.7K
|
2.92K
$322K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.2K- 1.16% |
$317K - $359K
|
273K
$30.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
27+ 0.3% |
$2.67K - $3.03K
|
8.92K
$982K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
20+ 0.99% |
$1.98K - $2.24K
|
2.03K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
66+ 2.03% |
$6.53K - $7.41K
|
3.32K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.79K+ 1.62% |
$276K - $313K
|
176K
$19.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-103- 3.31% |
$10.2K - $11.6K
|
3.01K
$332K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
301+ 1.93% |
$29.8K - $33.8K
|
15.9K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-255- 84.44% |
$25.2K - $28.6K
|
47
$5.18K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-833- 18.24% |
$82.5K - $93.5K
|
3.73K
$411K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58+ 0.49% |
$5.74K - $6.51K
|
11.8K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
80+ 0.39% |
$7.92K - $8.98K
|
20.3K
$2.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 2.3% |
$103K - $117K
|
44.1K
$4.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
32K+ 200.69% |
$3.16M - $3.59M
|
47.9K
$5.27M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.1K+ 1.73% |
$108K - $123K
|
64.3K
$7.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.6K- 11.89% |
$3.22M - $3.65M
|
241K
$26.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
501+ 4.41% |
$49.6K - $56.2K
|
11.9K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
222+ 7.67% |
$22K - $24.9K
|
3.12K
$344K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.2K+ 12.63% |
$317K - $359K
|
28.6K
$3.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.95KNew |
$193K - $219K
|
1.95K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
267New |
$26.4K - $30K
|
267
$29.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.66K- 92.52% |
$461K - $523K
|
377
$41.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.57KNew |
$156K - $176K
|
1.57K
$173K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-418- 0.62% |
$41.4K - $46.9K
|
66.8K
$7.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-708- 11.23% |
$70.1K - $79.4K
|
5.6K
$616K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-122- 5.0% |
$12.1K - $13.7K
|
2.32K
$256K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-229- 1.26% |
$22.7K - $25.7K
|
17.9K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-389- 8.9% |
$38.5K - $43.6K
|
3.98K
$439K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.54K- 46.18% |
$152K - $172K
|
1.79K
$197K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 0.36% |
$1.29K - $1.46K
|
3.6K
$396K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
66+ 0.71% |
$6.53K - $7.41K
|
9.36K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-63- 2.38% |
$6.24K - $7.07K
|
2.58K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.59K+ 2.95% |
$257K - $291K
|
90.4K
$9.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-462- 25.94% |
$45.7K - $51.8K
|
1.32K
$145K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$198 - $224
|
2.82K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
31+ 0.68% |
$3.07K - $3.48K
|
4.56K
$503K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
886+ 1.46% |
$87.7K - $99.4K
|
61.7K
$6.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-413- 9.72% |
$40.9K - $46.3K
|
3.84K
$423K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.86KNew |
$185K - $209K
|
1.86K
$205K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-212- 6.87% |
$21K - $23.8K
|
2.87K
$316K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-720- 5.57% |
$71.3K - $80.8K
|
12.2K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.88K+ 5.09% |
$186K - $211K
|
38.8K
$4.28M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.46% |
$1.48K - $1.68K
|
3.29K
$362K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-357- 0.77% |
$35.3K - $40.1K
|
45.9K
$5.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
29+ 0.93% |
$2.87K - $3.25K
|
3.16K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-657- 6.8% |
$65K - $73.7K
|
9K
$992K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
11+ 0.11% |
$1.09K - $1.23K
|
10.1K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.1K- 7.82% |
$307K - $348K
|
36.6K
$4.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.91K- 1.35% |
$387K - $439K
|
286K
$31.5M
|
|