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 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
|
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
|
|
|
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
|
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
|
|