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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
252+ 1.17% |
$24.3K - $28.3K
|
21.9K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.23K- 30.46% |
$215K - $250K
|
5.09K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
87+ 1.23% |
$8.38K - $9.76K
|
7.18K
$697K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
248+ 8.46% |
$23.9K - $27.8K
|
3.18K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.79K+ 3.25% |
$268K - $313K
|
88.6K
$8.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-283- 2.87% |
$27.3K - $31.8K
|
9.57K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
97+ 2.17% |
$9.34K - $10.9K
|
4.56K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 8.9% |
$74.2K - $86.4K
|
9.42K
$916K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-52- 0.13% |
$5.01K - $5.84K
|
40.6K
$3.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-65- 1.32% |
$6.26K - $7.29K
|
4.86K
$472K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.33% |
$1.83K - $2.13K
|
5.74K
$557K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-377- 10.63% |
$36.3K - $42.3K
|
3.17K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
170+ 0.54% |
$16.4K - $19.1K
|
31.4K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-415- 3.78% |
$40K - $46.6K
|
10.6K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.34K- 10.55% |
$129K - $151K
|
11.4K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-10.2K- 15.12% |
$978K - $1.14M
|
57K
$5.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-221- 4.77% |
$21.3K - $24.8K
|
4.41K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.76KNew |
$362K - $422K
|
3.76K
$365K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
92+ 3.9% |
$8.86K - $10.3K
|
2.45K
$238K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
331+ 12.15% |
$31.9K - $37.1K
|
3.06K
$297K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
57.3K+ 11438.12% |
$5.52M - $6.43M
|
57.8K
$5.62M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.83K- 3.3% |
$176K - $205K
|
53.6K
$5.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-337- 0.78% |
$32.5K - $37.8K
|
42.9K
$4.17M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 24.71% |
$396K - $461K
|
20.8K
$2.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.47K+ 7.31% |
$334K - $390K
|
51K
$4.95M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-135- 0.34% |
$13K - $15.2K
|
39.6K
$3.85M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.28K- 7.15% |
$123K - $143K
|
16.5K
$1.61M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 0.36% |
$3.85K - $4.49K
|
11.2K
$1.09M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.54K- 60.12% |
$630K - $734K
|
4.34K
$421K
|
|
| Q4 2024 | |||||||
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2.72KNew |
$285K - $322K
|
2.72K
$265K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.58KNew |
$270K - $305K
|
2.58K
$251K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.74K- 83.87% |
$1.02M - $1.15M
|
1.87K
$182K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$2.61K - $2.95K
|
25
$2.43K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23.9KNew |
$2.5M - $2.82M
|
23.9K
$2.32M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-133- 0.2% |
$13.9K - $15.7K
|
65.4K
$6.35M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.68K+ 5.29% |
$281K - $317K
|
53.4K
$5.19M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-29- 2.2% |
$3.03K - $3.42K
|
1.29K
$125K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.93KNew |
$306K - $345K
|
2.93K
$284K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
168New |
$17.6K - $19.8K
|
168
$16.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.22KNew |
$128K - $144K
|
1.22K
$119K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
436+ 6.01% |
$45.6K - $51.5K
|
7.69K
$747K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-45- 3.4% |
$4.71K - $5.31K
|
1.28K
$124K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
308+ 10.53% |
$32.2K - $36.4K
|
3.23K
$314K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.71K+ 22.28% |
$284K - $320K
|
14.9K
$1.45M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
4.68KNew |
$489K - $552K
|
4.68K
$454K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
210+ 7.19% |
$22K - $24.8K
|
3.13K
$304K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
291+ 2.74% |
$30.4K - $34.4K
|
10.9K
$1.06M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-97- 5.35% |
$10.1K - $11.5K
|
1.72K
$167K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
20KNew |
$2.09M - $2.36M
|
20K
$1.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
93+ 2.78% |
$9.73K - $11K
|
3.44K
$334K
|
|