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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.32K- 28.98% |
$224K - $260K
|
5.69K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-113- 0.69% |
$10.9K - $12.7K
|
16.2K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
422New |
$40.6K - $47.4K
|
422
$43.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.55K- 5.27% |
$438K - $510K
|
81.7K
$8.41M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-114- 2.35% |
$11K - $12.8K
|
4.73K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-13- 0.3% |
$1.25K - $1.46K
|
4.36K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.06% |
$2.89K - $3.37K
|
49.7K
$5.12M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.34K+ 12.31% |
$129K - $150K
|
12.2K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-46- 1.09% |
$4.43K - $5.16K
|
4.16K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-325- 17.44% |
$31.3K - $36.5K
|
1.54K
$158K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
25.2K+ 96.42% |
$2.42M - $2.82M
|
51.2K
$5.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.28K- 5.54% |
$220K - $256K
|
38.9K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-564K- 46.39% |
$54.3M - $63.3M
|
652K
$67.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-238- 6.5% |
$22.9K - $26.7K
|
3.42K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-440- 5.07% |
$42.4K - $49.4K
|
8.23K
$848K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 0.52% |
$3.37K - $3.93K
|
6.74K
$693K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
381+ 9.34% |
$36.7K - $42.8K
|
4.46K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.31% |
$1.25K - $1.46K
|
4.14K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-267- 1.22% |
$25.7K - $30K
|
21.6K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-83- 1.65% |
$7.99K - $9.32K
|
4.93K
$508K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-410- 0.63% |
$39.5K - $46K
|
65K
$6.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-52- 88.14% |
$5.01K - $5.84K
|
7
$721
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.4K+ 6.9% |
$327K - $381K
|
52.6K
$5.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.3K- 7.25% |
$990K - $1.15M
|
132K
$13.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.05K- 3.97% |
$775K - $903K
|
195K
$20M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-1.63K- 5.62% |
$157K - $183K
|
27.4K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
13.8KNew |
$1.33M - $1.55M
|
13.8K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-179- 7.67% |
$17.2K - $20.1K
|
2.15K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.35K- 7.92% |
$130K - $151K
|
15.7K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-70- 0.8% |
$6.74K - $7.86K
|
8.63K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 8.07% |
$398K - $464K
|
55.4K
$5.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.66K- 32.3% |
$160K - $186K
|
3.47K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.01K- 8.55% |
$96.9K - $113K
|
10.8K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-180- 5.87% |
$17.3K - $20.2K
|
2.89K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.19K- 43.56% |
$403K - $470K
|
5.43K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.46K+ 5.6% |
$237K - $276K
|
46.4K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
187K+ 2763.84% |
$18M - $21M
|
194K
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-2.3K- 2.72% |
$222K - $258K
|
82.3K
$8.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
51.6KNew |
$4.97M - $5.79M
|
51.6K
$5.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
30+ 0.68% |
$2.89K - $3.37K
|
4.46K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.2K+ 2.63% |
$1.56M - $1.82M
|
632K
$65M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
172+ 74.78% |
$16.6K - $19.3K
|
402
$41.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-614- 0.94% |
$59.1K - $68.9K
|
64.9K
$6.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-117- 0.45% |
$11.3K - $13.1K
|
26K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-15.3K- 52.5% |
$1.47M - $1.72M
|
13.8K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
200New |
$19.3K - $22.4K
|
200
$20.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-690- 48.05% |
$66.4K - $77.4K
|
746
$76.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.65K+ 1.28% |
$159K - $186K
|
131K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12New |
$1.16K - $1.35K
|
12
$1.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
265+ 46.65% |
$25.5K - $29.7K
|
833
$85.7K
|