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 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.34% |
$122K - $146K
|
45K
$4.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.48K- 10.54% |
$124K - $148K
|
12.6K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
53KNew |
$4.42M - $5.3M
|
53K
$5.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.95K- 65.82% |
$163K - $195K
|
1.01K
$104K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.19% |
$418 - $500
|
2.7K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.75K- 9.31% |
$397K - $475K
|
46.2K
$4.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 2.77% |
$8.35K - $10K
|
3.51K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.15% |
$668 - $800
|
5.2K
$535K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.55K- 23.7% |
$130K - $155K
|
5K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.15K+ 283.42% |
$95.7K - $115K
|
1.55K
$159K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.6K- 5.76% |
$217K - $260K
|
42.5K
$4.38M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 25.0% |
$4.18K - $5K
|
150
$15.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 7.86% |
$1.13M - $1.35M
|
158K
$16.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
150+ 1.5% |
$12.5K - $15K
|
10.1K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.64K+ 5.4% |
$137K - $164K
|
32.1K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 20.28% |
$160K - $191K
|
11.3K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-396- 83.54% |
$33.1K - $39.6K
|
78
$8.03K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 0.16% |
$167 - $200
|
1.28K
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.98K- 6.45% |
$166K - $198K
|
28.8K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$83.5 - $100
|
415
$42.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
355+ 6.88% |
$29.7K - $35.5K
|
5.51K
$567K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-116- 2.02% |
$9.69K - $11.6K
|
5.62K
$578K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
150+ 7.1% |
$12.5K - $15K
|
2.26K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-515- 26.94% |
$43K - $51.5K
|
1.4K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-78- 63.93% |
$6.52K - $7.8K
|
44
$4.53K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.61KNew |
$218K - $262K
|
2.61K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.51K- 4.68% |
$209K - $251K
|
51K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-310- 11.27% |
$25.9K - $31K
|
2.44K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22.9K- 80.3% |
$1.91M - $2.29M
|
5.62K
$579K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.43% |
$668 - $800
|
1.87K
$192K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
141+ 3.53% |
$11.8K - $14.1K
|
4.13K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.05K- 36.63% |
$171K - $205K
|
3.54K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-293- 5.24% |
$24.5K - $29.3K
|
5.3K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-389- 22.72% |
$32.5K - $38.9K
|
1.32K
$136K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-307- 8.39% |
$25.6K - $30.7K
|
3.35K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-175- 1.64% |
$14.6K - $17.5K
|
10.5K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.82K- 15.93% |
$152K - $182K
|
9.58K
$986K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
193+ 3.62% |
$16.1K - $19.3K
|
5.53K
$569K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.04% |
$83.5 - $100
|
2.76K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-244- 10.48% |
$20.4K - $24.4K
|
2.09K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.86K- 15.65% |
$573K - $686K
|
37K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-472- 3.8% |
$39.4K - $47.2K
|
11.9K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.86KNew |
$239K - $286K
|
2.86K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-25- 0.07% |
$2.09K - $2.5K
|
36.2K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-872- 3.26% |
$72.8K - $87.2K
|
25.9K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
966+ 3.36% |
$80.7K - $96.6K
|
29.7K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
70+ 1.19% |
$5.85K - $7K
|
5.96K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-37- 1.02% |
$3.09K - $3.7K
|
3.6K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-104- 4.72% |
$8.69K - $10.4K
|
2.1K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-48- 3.96% |
$4.01K - $4.8K
|
1.16K
$120K
|