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 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
303+ 19.92% |
$29K - $33K
|
1.82K
$204K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-7- 18.92% |
$671 - $763
|
30
$3.36K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
295+ 53.25% |
$28.3K - $32.2K
|
849
$95K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.98K- 22.4% |
$285K - $325K
|
10.3K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.44K+ 6.08% |
$138K - $157K
|
25.1K
$2.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.49K- 0.43% |
$621K - $707K
|
1.52M
$170M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
970+ 2.02% |
$92.9K - $106K
|
48.9K
$5.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-640- 2.63% |
$61.3K - $69.8K
|
23.7K
$2.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2K+ 87.72% |
$192K - $218K
|
4.28K
$479K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$287 - $327
|
3
$336
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.92% |
$155K - $176K
|
53.7K
$6.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
400New |
$38.3K - $43.6K
|
400
$44.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.04K- 5.83% |
$675K - $768K
|
114K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
358K+ 6991.37% |
$34.3M - $39M
|
363K
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.2KNew |
$210K - $240K
|
2.2K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 16.04% |
$66.8K - $76K
|
5.04K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
383+ 19150.0% |
$36.7K - $41.8K
|
385
$43.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6+ 0.03% |
$575 - $654
|
18.9K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 22.56% |
$138K - $157K
|
7.82K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 6.94% |
$359K - $409K
|
57.8K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
189+ 0.47% |
$18.1K - $20.6K
|
40K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-16.8K- 9.27% |
$1.61M - $1.83M
|
164K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100New |
$9.58K - $10.9K
|
100
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-385- 1.76% |
$36.9K - $42K
|
21.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.01K+ 41.88% |
$193K - $219K
|
6.81K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-111- 0.9% |
$10.6K - $12.1K
|
12.2K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 1.39% |
$1.59M - $1.8M
|
1.18M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 1.74% |
$271K - $308K
|
160K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 97.26% |
$1.49M - $1.69M
|
31.5K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.14% |
$3.64K - $4.14K
|
27.8K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
49+ 0.52% |
$4.69K - $5.34K
|
9.47K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 13.61% |
$2.69M - $3.06M
|
234K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
137+ 16.91% |
$13.1K - $14.9K
|
947
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.58K- 3.93% |
$247K - $281K
|
63K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 1.73% |
$123K - $140K
|
75.5K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
794+ 1.59% |
$76.1K - $86.6K
|
50.9K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 8.26% |
$2.61M - $2.97M
|
357K
$39.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.84K- 17.15% |
$272K - $309K
|
13.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
410+ 9.63% |
$39.3K - $44.7K
|
4.67K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.09K+ 84.62% |
$200K - $228K
|
4.56K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.4K- 5.06% |
$901K - $1.03M
|
177K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2K+ 53.59% |
$786K - $894K
|
23.5K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-312- 1.37% |
$29.9K - $34K
|
22.5K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-80.2K- 99.97% |
$7.68M - $8.74M
|
21
$2.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
407K+ 103.02% |
$39M - $44.4M
|
802K
$89.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.8K- 7.4% |
$2.76M - $3.14M
|
360K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.19K- 10.41% |
$114K - $129K
|
10.2K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.72K+ 53.34% |
$165K - $187K
|
4.94K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 1.36% |
$4.79K - $5.45K
|
3.74K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.15% |
$95.8 - $109
|
667
$74.6K
|