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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
302New |
$25.2K - $30.2K
|
302
$31.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-80- 2.68% |
$6.68K - $8K
|
2.91K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
11+ 0.38% |
$919 - $1.1K
|
2.9K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13.9K- 17.62% |
$1.16M - $1.39M
|
65.1K
$6.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
430+ 4.75% |
$35.9K - $43K
|
9.49K
$986K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
430New |
$35.9K - $43K
|
430
$44.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-15- 0.84% |
$1.25K - $1.5K
|
1.78K
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
346+ 7.76% |
$28.9K - $34.6K
|
4.8K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.24KNew |
$187K - $224K
|
2.24K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-360- 1.82% |
$30.1K - $36K
|
19.5K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
930+ 4.52% |
$77.7K - $93K
|
21.5K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-50.8K- 52.57% |
$4.24M - $5.08M
|
45.8K
$4.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-115- 2.63% |
$9.61K - $11.5K
|
4.25K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.18KNew |
$600K - $718K
|
7.18K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-9.67K- 22.31% |
$808K - $968K
|
33.7K
$3.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$167 - $200
|
2.82K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.43% |
$1K - $1.2K
|
2.77K
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.49KNew |
$793K - $950K
|
9.49K
$987K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-111- 3.42% |
$9.27K - $11.1K
|
3.13K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
975+ 26.68% |
$81.5K - $97.5K
|
4.63K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-328- 5.78% |
$27.4K - $32.8K
|
5.35K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-278- 1.78% |
$23.2K - $27.8K
|
15.4K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30.7K- 3.47% |
$2.57M - $3.07M
|
855K
$88.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-258- 9.11% |
$21.6K - $25.8K
|
2.57K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.9KNew |
$409K - $490K
|
4.9K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.34% |
$122K - $146K
|
45K
$4.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.48K- 10.54% |
$124K - $148K
|
12.6K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53KNew |
$4.42M - $5.3M
|
53K
$5.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.95K- 65.82% |
$163K - $195K
|
1.01K
$105K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.19% |
$418 - $500
|
2.7K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.75K- 9.31% |
$397K - $475K
|
46.2K
$4.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 2.77% |
$8.35K - $10K
|
3.51K
$365K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.15% |
$668 - $800
|
5.2K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.55K- 23.7% |
$130K - $155K
|
5K
$520K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.15K+ 283.42% |
$95.7K - $115K
|
1.55K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.6K- 5.76% |
$217K - $260K
|
42.5K
$4.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
73+ 2.51% |
$6.1K - $7.3K
|
2.98K
$310K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
124New |
$10.4K - $12.4K
|
124
$12.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
17.9KNew |
$1.5M - $1.79M
|
17.9K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 25.0% |
$4.18K - $5K
|
150
$15.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 7.86% |
$1.13M - $1.35M
|
158K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
150+ 1.5% |
$12.5K - $15K
|
10.1K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.64K+ 5.4% |
$137K - $164K
|
32.1K
$3.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 20.28% |
$160K - $191K
|
11.3K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-396- 83.54% |
$33.1K - $39.6K
|
78
$8.11K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$167 - $200
|
1.28K
$133K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.98K- 6.45% |
$166K - $198K
|
28.8K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$83.5 - $100
|
415
$43.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
355+ 6.88% |
$29.7K - $35.5K
|
5.51K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-116- 2.02% |
$9.69K - $11.6K
|
5.62K
$584K
|