Latest Institutional Sells of Ishares S&P Smallcap 600 Value (IJS)
This list provides information on the latest institutional transactions involving Ishares S&P Smallcap 600 Value (IJS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.46KClosed |
$140K - $155K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.39KClosed |
$134K - $148K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-400Closed |
$38.5K - $42.5K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$14.4K - $15.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-34Closed |
$3.27K - $3.61K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-87.2KClosed |
$8.65M - $9.63M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$702K - $782K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5.99KClosed |
$594K - $662K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5KClosed |
$496K - $553K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.36KClosed |
$234K - $261K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34KClosed |
$232K - $259K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.04KClosed |
$202K - $225K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.66KClosed |
$165K - $184K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.1KClosed |
$109K - $121K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-462Closed |
$45.8K - $51K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-259Closed |
$25.7K - $28.6K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-230Closed |
$22.8K - $25.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-192Closed |
$19K - $21.2K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-154Closed |
$15.3K - $17K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-128Closed |
$12.7K - $14.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63Closed |
$6.24K - $6.96K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-26Closed |
$2.58K - $2.87K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-3Closed |
$297 - $331
|
0
$0
|
|
Q1 2021 | |||||||
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-12.8K- 88.89% |
$1.03M - $1.38M
|
1.6K
$174K
|
|
May 13, 2021
Q1 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.78KClosed |
$545K - $732K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-6.7KClosed |
$538K - $723K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.78KClosed |
$304K - $408K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-3.57KClosed |
$287K - $386K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.07KClosed |
$247K - $331K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.51KClosed |
$202K - $271K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-464Closed |
$37.3K - $50.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-254Closed |
$20.4K - $27.4K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-56- 1.09% |
$4.5K - $6.04K
|
5.1K
$554K
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-33Closed |
$2.65K - $3.56K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-33- 2.0% |
$2.65K - $3.56K
|
1.62K
$176K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.61K - $2.16K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-20Closed |
$1.61K - $2.16K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13- 0.34% |
$1.04K - $1.4K
|
3.8K
$413K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-9.18KClosed |
$570K - $748K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-2.3KClosed |
$143K - $187K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-1.65KClosed |
$102K - $134K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-605Closed |
$37.6K - $49.3K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-439Closed |
$27.3K - $35.8K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Seaview Investment Managers LLC
|
SELL
|
- |
-299Closed |
$18.6K - $24.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-218Closed |
$13.5K - $17.8K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-146Closed |
$9.07K - $11.9K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-116Closed |
$7.2K - $9.45K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-114Closed |
$7.08K - $9.29K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-30Closed |
$1.86K - $2.45K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-16Closed |
$994 - $1.3K
|
0
$0
|