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 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-591- 1.05% |
$55.6K - $60.4K
|
55.5K
$5.36M
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-200- 3.98% |
$18.8K - $20.4K
|
4.83K
$466K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
317New |
$29.8K - $32.4K
|
317
$30.6K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.86K- 12.08% |
$175K - $190K
|
13.5K
$1.31M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 525.0% |
$198K - $214K
|
2.5K
$241K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.42K- 28.47% |
$886K - $962K
|
23.7K
$2.28M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
875New |
$83.9K - $89.9K
|
875
$84.4K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-42- 4.51% |
$4.03K - $4.32K
|
889
$85.8K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
383New |
$36.7K - $39.4K
|
383
$37K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.03% |
$2.01K - $2.16K
|
2.02K
$195K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 66.67% |
$2.49K - $2.67K
|
13
$1.25K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-73- 0.18% |
$7K - $7.5K
|
40.6K
$3.92M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-195- 9.72% |
$18.7K - $20K
|
1.81K
$175K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.3K+ 1003.02% |
$7.98M - $8.56M
|
91.6K
$8.84M
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-87- 2.73% |
$8.34K - $8.94K
|
3.1K
$299K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-151- 92.07% |
$14.5K - $15.5K
|
13
$1.25K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
308+ 2.82% |
$29.5K - $31.7K
|
11.2K
$1.08M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-281- 4.33% |
$26.9K - $28.9K
|
6.21K
$600K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-18- 18.75% |
$1.73K - $1.85K
|
78
$7.53K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65.7K- 83.58% |
$6.3M - $6.75M
|
12.9K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 56.33% |
$1.01M - $1.08M
|
8.13K
$785K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.7K- 50.56% |
$4.29M - $4.6M
|
43.7K
$4.22M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
328+ 12.92% |
$31.4K - $33.7K
|
2.87K
$277K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
88+ 3.41% |
$8.44K - $9.04K
|
2.67K
$258K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-121- 85.21% |
$11.6K - $12.4K
|
21
$2.03K
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17K- 68.58% |
$1.63M - $1.75M
|
7.79K
$751K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
522+ 2.99% |
$50K - $53.7K
|
18K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 5.29% |
$1.29M - $1.39M
|
241K
$23.3M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.17K+ 30.56% |
$784K - $840K
|
34.9K
$3.37M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.76K- 1.91% |
$169K - $181K
|
90.3K
$8.72M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$23.4K - $25.1K
|
244
$23.5K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.29K- 22.6% |
$219K - $235K
|
7.83K
$755K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-171K- 27.92% |
$16.4M - $17.6M
|
442K
$42.7M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.4K- 5.25% |
$614K - $658K
|
116K
$11.2M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.33K- 28.01% |
$319K - $342K
|
8.55K
$826K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 24.59% |
$106K - $114K
|
5.61K
$541K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-177K- 31.0% |
$16.9M - $18.2M
|
393K
$38M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
39+ 0.95% |
$3.74K - $4.01K
|
4.12K
$398K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 4.06% |
$14.9M - $15.9M
|
3.97M
$383M
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-51- 1.14% |
$4.89K - $5.24K
|
4.4K
$425K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.82K- 2.3% |
$175K - $187K
|
77.2K
$7.45M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.63K+ 20.75% |
$732K - $784K
|
44.4K
$4.29M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 78.67% |
$176K - $188K
|
4.16K
$402K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-63.3K- 84.98% |
$6.07M - $6.5M
|
11.2K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.79KNew |
$267K - $287K
|
2.79K
$269K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.46K- 1.66% |
$140K - $150K
|
86.3K
$8.33M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2K- 33.47% |
$115K - $123K
|
2.39K
$230K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 7.39% |
$1.63M - $1.75M
|
213K
$20.6M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124K+ 227.75% |
$11.9M - $12.8M
|
179K
$17.3M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.8K- 8.72% |
$364K - $391K
|
39.8K
$3.84M
|