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 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
268+ 2.82% |
$25.7K - $29.2K
|
9.77K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.68K+ 67.71% |
$353K - $402K
|
9.12K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1K+ 48.96% |
$1.45M - $1.65M
|
46K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.99KNew |
$191K - $217K
|
1.99K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
660+ 5.19% |
$63.2K - $72K
|
13.4K
$1.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-6- 0.05% |
$575 - $654
|
11.1K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-576- 3.93% |
$55.2K - $62.8K
|
14.1K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.28K+ 0.79% |
$123K - $140K
|
164K
$19M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.1K- 5.1% |
$971K - $1.11M
|
189K
$21.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29.5K+ 73.46% |
$2.83M - $3.22M
|
69.7K
$8.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74.4K+ 605.3% |
$7.13M - $8.12M
|
86.7K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.91KNew |
$183K - $208K
|
1.91K
$220K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.15K- 1.96% |
$110K - $125K
|
57.3K
$6.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2New |
$192 - $218
|
2
$231
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
15.6K+ 78.12% |
$1.5M - $1.7M
|
35.6K
$4.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.04K+ 12.73% |
$483K - $550K
|
44.7K
$5.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
3.11KNew |
$298K - $339K
|
3.11K
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.44KNew |
$234K - $266K
|
2.44K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.97KNew |
$188K - $214K
|
1.97K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39K+ 6.86% |
$133K - $151K
|
21.6K
$2.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
110+ 4.48% |
$10.5K - $12K
|
2.57K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-383- 2.42% |
$36.7K - $41.8K
|
15.4K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 1.57% |
$38.3K - $43.6K
|
25.1K
$2.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-830- 11.22% |
$79.5K - $90.5K
|
6.57K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$383 - $436
|
14.3K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.1K+ 16.42% |
$105K - $120K
|
7.78K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.02KNew |
$194K - $220K
|
2.02K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-73- 1.14% |
$6.99K - $7.96K
|
6.31K
$729K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.83K- 47.2% |
$367K - $417K
|
4.28K
$495K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-516- 3.32% |
$49.4K - $56.3K
|
15K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
20+ 0.43% |
$1.92K - $2.18K
|
4.7K
$543K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-784- 16.93% |
$75.1K - $85.5K
|
3.85K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
400+ 16.98% |
$38.3K - $43.6K
|
2.76K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-169- 2.5% |
$16.2K - $18.4K
|
6.59K
$761K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.71K+ 28.73% |
$643K - $732K
|
30.1K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
24.8KNew |
$2.38M - $2.7M
|
24.8K
$2.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.4K- 0.63% |
$422K - $480K
|
700K
$80.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-103- 2.94% |
$9.87K - $11.2K
|
3.4K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.77K- 0.85% |
$745K - $848K
|
911K
$105M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-230- 5.05% |
$22K - $25.1K
|
4.33K
$500K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-140- 0.53% |
$13.4K - $15.3K
|
26.1K
$3.02M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-10.5K- 10.65% |
$1M - $1.14M
|
88K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
104+ 1.01% |
$9.96K - $11.3K
|
10.4K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
416+ 5.42% |
$39.9K - $45.4K
|
8.1K
$935K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
995+ 21.64% |
$95.3K - $108K
|
5.59K
$646K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.06K+ 2.91% |
$197K - $224K
|
72.6K
$8.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
450+ 6.43% |
$43.1K - $49.1K
|
7.45K
$860K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-738- 48.17% |
$70.7K - $80.5K
|
794
$91.7K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.02% |
$575 - $654
|
34.3K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 1.88% |
$100K - $114K
|
56.7K
$6.55M
|