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 |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 52.17% |
$11.5K - $13.1K
|
110
$11.7K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.46% |
$2.49K - $2.83K
|
5.69K
$604K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.02K+ 1.5% |
$97.6K - $111K
|
68.9K
$7.32M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 1.58% |
$65.9K - $75K
|
44.1K
$4.68M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
956+ 2.08% |
$91.6K - $104K
|
46.8K
$4.97M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.42K- 99.93% |
$136K - $155K
|
1
$106
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.01KNew |
$192K - $219K
|
2.01K
$213K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-246- 1.2% |
$23.6K - $26.8K
|
20.2K
$2.15M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.75K- 15.83% |
$359K - $408K
|
19.9K
$2.11M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15- 0.46% |
$1.44K - $1.64K
|
3.26K
$346K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-227- 4.76% |
$21.7K - $24.7K
|
4.54K
$482K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-44- 0.11% |
$4.22K - $4.8K
|
40K
$4.25M
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-207- 2.74% |
$19.8K - $22.6K
|
7.34K
$779K
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-9- 0.08% |
$862 - $981
|
11K
$1.17M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-57- 0.19% |
$5.46K - $6.21K
|
29.6K
$3.14M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$204K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.21% |
$958 - $1.09K
|
4.84K
$513K
|
|
Q2 2024 | |||||||
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.42K- 25.34% |
$133K - $145K
|
4.17K
$443K
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-170- 5.49% |
$16K - $17.4K
|
2.93K
$311K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.1K- 19.73% |
$1.7M - $1.85M
|
73.5K
$7.8M
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$662K - $718K
|
7.04K
$747K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-46K- 17.5% |
$4.33M - $4.7M
|
217K
$23M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 17.62% |
$214K - $232K
|
15.2K
$1.61M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.55K- 6.71% |
$240K - $260K
|
35.4K
$3.76M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 132.73% |
$1.02M - $1.1M
|
18.9K
$2.01M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-14.5K- 10.72% |
$1.37M - $1.48M
|
121K
$12.8M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-10.2K- 13.4% |
$956K - $1.04M
|
65.6K
$6.96M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-97.3K- 97.38% |
$9.16M - $9.94M
|
2.62K
$278K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.6K- 44.44% |
$339K - $368K
|
4.5K
$478K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.76K- 1.99% |
$260K - $282K
|
136K
$14.4M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.84% |
$152K - $165K
|
55.4K
$5.88M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20KNew |
$1.88M - $2.04M
|
20K
$2.12M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-725- 39.47% |
$68.2K - $74K
|
1.11K
$118K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
320+ 2.77% |
$30.1K - $32.7K
|
11.9K
$1.26M
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
6.21K+ 15.67% |
$585K - $634K
|
45.8K
$4.87M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-202- 3.38% |
$19K - $20.6K
|
5.78K
$614K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70.7K- 15.98% |
$6.65M - $7.22M
|
372K
$39.4M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.24K- 33.25% |
$775K - $841K
|
16.5K
$1.76M
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-7- 53.85% |
$659 - $715
|
6
$637
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.18% |
$94.1 - $102
|
554
$58.8K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 11.22% |
$190K - $206K
|
16K
$1.69M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.4K- 7.34% |
$2.39M - $2.59M
|
320K
$34M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-158- 3.76% |
$14.9K - $16.1K
|
4.04K
$429K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
311+ 7.88% |
$29.3K - $31.8K
|
4.26K
$452K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.9K- 11.3% |
$461K - $501K
|
38.5K
$4.08M
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.84K- 36.44% |
$267K - $290K
|
4.95K
$525K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.1K- 1.2% |
$103K - $112K
|
90.1K
$9.56M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-21.7K- 10.68% |
$2.04M - $2.21M
|
181K
$19.2M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.75K+ 78.74% |
$165K - $179K
|
3.97K
$421K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
19.6K+ 593.1% |
$1.84M - $2M
|
22.9K
$2.43M
|