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 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.11K- 8.27% |
$107K - $121K
|
12.4K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 18.98% |
$107K - $121K
|
4.75K
$530K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.06K- 8.88% |
$102K - $116K
|
10.9K
$1.22M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-966- 1.95% |
$92.6K - $105K
|
48.6K
$5.42M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-955- 3.88% |
$91.5K - $104K
|
23.7K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-942- 4.67% |
$90.3K - $103K
|
19.2K
$2.14M
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-886- 3.72% |
$84.9K - $96.6K
|
22.9K
$2.56M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-860- 30.23% |
$82.4K - $93.8K
|
1.99K
$221K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-830- 11.22% |
$79.5K - $90.5K
|
6.57K
$732K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-785- 8.83% |
$75.2K - $85.6K
|
8.1K
$903K
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-784- 16.93% |
$75.1K - $85.5K
|
3.85K
$429K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-738- 48.17% |
$70.7K - $80.5K
|
794
$88.5K
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-667- 1.84% |
$63.9K - $72.7K
|
35.7K
$3.98M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-645- 10.68% |
$61.8K - $70.3K
|
5.4K
$602K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-644- 16.15% |
$61.7K - $70.2K
|
3.34K
$373K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-640- 2.63% |
$61.3K - $69.8K
|
23.7K
$2.65M
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-630- 21.28% |
$60.4K - $68.7K
|
2.33K
$260K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-584- 13.7% |
$56K - $63.7K
|
3.68K
$410K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-576- 3.93% |
$55.2K - $62.8K
|
14.1K
$1.57M
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-545- 17.35% |
$52.2K - $59.4K
|
2.6K
$289K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-544- 8.73% |
$52.1K - $59.3K
|
5.69K
$634K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-541- 3.24% |
$51.8K - $59K
|
16.1K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-531- 3.43% |
$50.9K - $57.9K
|
15K
$1.67M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-516- 3.32% |
$49.4K - $56.3K
|
15K
$1.68M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-471- 7.74% |
$45.1K - $51.4K
|
5.62K
$626K
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-464- 4.33% |
$44.5K - $50.6K
|
10.3K
$1.14M
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-454- 11.34% |
$43.5K - $49.5K
|
3.55K
$396K
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-421- 13.21% |
$40.3K - $45.9K
|
2.77K
$309K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-415- 0.14% |
$39.8K - $45.2K
|
292K
$32.6M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-413- 0.5% |
$39.6K - $45K
|
82.5K
$9.2M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-413- 12.0% |
$39.6K - $45K
|
3.03K
$338K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-412- 15.17% |
$39.5K - $44.9K
|
2.3K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-400- 5.64% |
$38.3K - $43.6K
|
6.69K
$746K
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 7.43% |
$38.3K - $43.6K
|
4.98K
$555K
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-388- 4.68% |
$37.2K - $42.3K
|
7.9K
$881K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-383- 2.42% |
$36.7K - $41.8K
|
15.4K
$1.72M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-370- 1.36% |
$35.4K - $40.3K
|
26.9K
$3M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-359- 11.81% |
$34.4K - $39.1K
|
2.68K
$299K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-315- 11.66% |
$30.2K - $34.3K
|
2.39K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-312- 1.37% |
$29.9K - $34K
|
22.5K
$2.5M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-294- 4.33% |
$28.2K - $32.1K
|
6.5K
$725K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-290- 5.06% |
$27.8K - $31.6K
|
5.44K
$607K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-277- 1.06% |
$26.5K - $30.2K
|
25.9K
$2.89M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-270- 11.01% |
$25.9K - $29.4K
|
2.18K
$243K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269- 9.0% |
$25.8K - $29.3K
|
2.72K
$303K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-264- 0.64% |
$25.3K - $28.8K
|
41.2K
$4.6M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-260- 52.31% |
$24.9K - $28.3K
|
237
$26.4K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-250- 17.86% |
$24K - $27.3K
|
1.15K
$128K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-244- 42.14% |
$23.4K - $26.6K
|
335
$37.4K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-240- 37.5% |
$23K - $26.2K
|
400
$44.6K
|