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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.93KNew |
$306K - $345K
|
2.93K
$297K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
168New |
$17.6K - $19.8K
|
168
$17.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.22KNew |
$128K - $144K
|
1.22K
$124K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
436+ 6.01% |
$45.6K - $51.5K
|
7.69K
$780K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-45- 3.4% |
$4.71K - $5.31K
|
1.28K
$130K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
308+ 10.53% |
$32.2K - $36.4K
|
3.23K
$328K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.71K+ 22.28% |
$284K - $320K
|
14.9K
$1.51M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
4.68KNew |
$489K - $552K
|
4.68K
$475K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
210+ 7.19% |
$22K - $24.8K
|
3.13K
$318K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
291+ 2.74% |
$30.4K - $34.4K
|
10.9K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-97- 5.35% |
$10.1K - $11.5K
|
1.72K
$174K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
20KNew |
$2.09M - $2.36M
|
20K
$2.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
93+ 2.78% |
$9.73K - $11K
|
3.44K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-89- 10.48% |
$9.31K - $10.5K
|
760
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-383- 99.48% |
$40.1K - $45.2K
|
2
$203
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.65K+ 72.34% |
$382K - $431K
|
8.69K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.3K- 44.06% |
$7.46M - $8.41M
|
90.5K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.7K- 56.09% |
$1.85M - $2.09M
|
13.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
390K+ 3614.36% |
$40.7M - $46M
|
400K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.4K- 50.75% |
$356K - $401K
|
3.3K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 14.18% |
$857K - $968K
|
49.6K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-408- 1.47% |
$42.7K - $48.2K
|
27.4K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.25K- 2.58% |
$444K - $501K
|
160K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-636- 0.71% |
$66.5K - $75.1K
|
89.4K
$9.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
816+ 21.85% |
$85.3K - $96.3K
|
4.55K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 9.6% |
$10.4K - $11.7K
|
932
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
47+ 0.5% |
$4.92K - $5.55K
|
9.51K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
33.1KNew |
$3.46M - $3.9M
|
33.1K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 4.1% |
$14.4M - $16.3M
|
3.5M
$355M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-554- 3.7% |
$57.9K - $65.4K
|
14.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
15.8K+ 9.59% |
$1.65M - $1.86M
|
180K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.19K+ 0.21% |
$333K - $376K
|
1.5M
$152M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.4K+ 335.12% |
$2.35M - $2.65M
|
29.1K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.01K- 0.51% |
$106K - $119K
|
196K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-718- 2.55% |
$75.1K - $84.8K
|
27.5K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.05KNew |
$215K - $242K
|
2.05K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.55K+ 95.07% |
$266K - $301K
|
5.23K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
615New |
$64.3K - $72.6K
|
615
$62.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.2K+ 14.69% |
$1.07M - $1.21M
|
79.9K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.95K+ 3.84% |
$204K - $230K
|
52.8K
$5.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.83KNew |
$400K - $452K
|
3.83K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.29K+ 0.36% |
$449K - $507K
|
1.18M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.36K- 0.73% |
$247K - $279K
|
320K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.46K+ 53.21% |
$362K - $408K
|
9.95K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
257+ 5.5% |
$26.9K - $30.3K
|
4.93K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.94KNew |
$726K - $819K
|
6.94K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
984+ 3.46% |
$103K - $116K
|
29.4K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
454+ 7.99% |
$47.5K - $53.6K
|
6.14K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-184- 1.62% |
$19.2K - $21.7K
|
11.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-47.2K- 26.74% |
$4.94M - $5.57M
|
129K
$13.1M
|