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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-63- 48.84% |
$6.04K - $6.87K
|
66
$6.41K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-50- 2.12% |
$4.79K - $5.45K
|
2.31K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-47- 0.45% |
$4.5K - $5.12K
|
10.3K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-47- 0.54% |
$4.5K - $5.12K
|
8.7K
$846K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.39% |
$3.83K - $4.36K
|
10.3K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-35- 6.16% |
$3.35K - $3.82K
|
533
$51.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 3.8% |
$1.15K - $1.31K
|
304
$29.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 1.71% |
$1.15K - $1.31K
|
691
$67.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-6- 0.07% |
$575 - $654
|
8.3K
$807K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.05% |
$479 - $545
|
9.85K
$957K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2- 0.04% |
$192 - $218
|
4.54K
$442K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-58K- 51.38% |
$5.46M - $5.92M
|
54.9K
$5.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.04K- 45.01% |
$569K - $617K
|
7.38K
$717K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-4.85K- 48.68% |
$456K - $495K
|
5.11K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.84K- 36.44% |
$267K - $290K
|
4.95K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.95K- 68.97% |
$183K - $199K
|
875
$85K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.43K- 59.96% |
$135K - $146K
|
955
$92.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 1.54% |
$126K - $137K
|
85.6K
$8.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-780- 93.64% |
$73.4K - $79.7K
|
53
$5.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-739- 50.34% |
$69.6K - $75.5K
|
729
$70.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-420- 16.03% |
$39.5K - $42.9K
|
2.2K
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-418- 13.96% |
$39.3K - $42.7K
|
2.58K
$250K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-388- 14.48% |
$36.5K - $39.6K
|
2.29K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-365- 14.12% |
$34.4K - $37.3K
|
2.22K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-280- 11.1% |
$26.4K - $28.6K
|
2.24K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-250- 9.8% |
$23.5K - $25.5K
|
2.3K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-250- 6.99% |
$23.5K - $25.5K
|
3.33K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-232- 6.96% |
$21.8K - $23.7K
|
3.1K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-192- 13.94% |
$18.1K - $19.6K
|
1.19K
$115K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-124- 2.65% |
$11.7K - $12.7K
|
4.56K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-75- 20.0% |
$7.06K - $7.66K
|
300
$29.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-72- 10.3% |
$6.78K - $7.35K
|
627
$60.9K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-33- 1.74% |
$3.11K - $3.37K
|
1.86K
$181K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 30.59% |
$2.45K - $2.66K
|
59
$5.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.3% |
$1.88K - $2.04K
|
6.71K
$652K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19- 10.0% |
$1.79K - $1.94K
|
171
$16.6K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.41% |
$1.41K - $1.53K
|
3.66K
$356K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 2.18% |
$847 - $919
|
404
$39.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4- 0.13% |
$376 - $409
|
3.02K
$293K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.5K- 54.88% |
$6.86M - $7.35M
|
58.8K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-23.5K- 79.93% |
$2.25M - $2.42M
|
5.9K
$573K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.65K- 15.97% |
$446K - $478K
|
24.5K
$2.38M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.44K- 80.33% |
$426K - $457K
|
1.09K
$106K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.33K- 28.01% |
$319K - $342K
|
8.55K
$831K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.28K- 19.92% |
$315K - $337K
|
13.2K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.41K- 7.42% |
$136K - $145K
|
17.7K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.21K- 10.36% |
$116K - $125K
|
10.5K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.06K- 1.98% |
$102K - $109K
|
52.8K
$5.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-909- 1.63% |
$87.2K - $93.4K
|
54.9K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-746- 4.3% |
$71.5K - $76.7K
|
16.6K
$1.61M
|
|