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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
107+ 2.23% |
$10.3K - $11K
|
4.9K
$511K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-515- 1.1% |
$49.4K - $52.9K
|
46.5K
$4.85M
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-33- 0.3% |
$3.16K - $3.39K
|
10.9K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124K- 17.69% |
$11.9M - $12.8M
|
578K
$60.3M
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.26KNew |
$409K - $438K
|
4.26K
$445K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
423+ 3.69% |
$40.6K - $43.5K
|
11.9K
$1.24M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-257- 65.06% |
$24.6K - $26.4K
|
138
$14.4K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-716- 1.55% |
$68.7K - $73.6K
|
45.6K
$4.75M
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-56- 2.43% |
$5.37K - $5.76K
|
2.25K
$235K
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.88K+ 7.15% |
$276K - $296K
|
43.1K
$4.5M
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
7.03K+ 10.13% |
$674K - $723K
|
76.4K
$7.97M
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
75+ 0.1% |
$7.19K - $7.71K
|
79K
$8.24M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.13K- 13.17% |
$109K - $116K
|
7.47K
$779K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
568+ 12.92% |
$54.5K - $58.4K
|
4.96K
$518K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
820+ 3.4% |
$78.6K - $84.3K
|
24.9K
$2.6M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.39K- 3.99% |
$133K - $143K
|
33.5K
$3.49M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-312- 1.11% |
$29.9K - $32.1K
|
27.9K
$2.91M
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.55K+ 38.24% |
$149K - $159K
|
5.6K
$584K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90New |
$8.63K - $9.25K
|
90
$9.39K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-995- 2.29% |
$95.4K - $102K
|
42.5K
$4.43M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-546- 7.2% |
$52.4K - $56.1K
|
7.04K
$734K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.92K- 32.01% |
$280K - $301K
|
6.21K
$648K
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-56- 1.23% |
$5.37K - $5.76K
|
4.5K
$470K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-53- 0.23% |
$5.08K - $5.45K
|
23.1K
$2.41M
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-10K- 20.11% |
$963K - $1.03M
|
39.9K
$4.16M
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
54+ 0.4% |
$5.18K - $5.55K
|
13.7K
$1.42M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.78K- 1.29% |
$267K - $286K
|
214K
$22.3M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 1.4% |
$99.2K - $106K
|
74.9K
$7.82M
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
17+ 0.22% |
$1.63K - $1.75K
|
7.73K
$806K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-430- 1.57% |
$41.2K - $44.2K
|
27K
$2.82M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 59.38% |
$7.29K - $7.81K
|
52
$5.42K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-756- 0.67% |
$72.5K - $77.7K
|
112K
$11.7M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-498- 55.83% |
$47.7K - $51.2K
|
394
$41.1K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
466New |
$44.7K - $47.9K
|
466
$48.6K
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.11K- 5.54% |
$106K - $114K
|
18.9K
$1.98M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
137+ 2.63% |
$13.1K - $14.1K
|
5.35K
$558K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-923- 11.25% |
$88.5K - $94.9K
|
7.28K
$760K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-267- 5.64% |
$25.6K - $27.4K
|
4.47K
$466K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.71K- 12.33% |
$163K - $175K
|
12.1K
$1.26M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-167- 60.29% |
$16K - $17.2K
|
110
$11.5K
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
515+ 16.78% |
$49.4K - $52.9K
|
3.58K
$374K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
293+ 1.44% |
$28.1K - $30.1K
|
20.7K
$2.15M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.91K+ 2.15% |
$471K - $505K
|
233K
$24.3M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.99K- 20.55% |
$190K - $204K
|
7.68K
$801K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08KNew |
$200K - $214K
|
2.08K
$217K
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-256- 24.78% |
$24.5K - $26.3K
|
777
$81.1K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-159- 36.72% |
$15.2K - $16.3K
|
274
$28.6K
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-572- 2.13% |
$54.8K - $58.8K
|
26.2K
$2.74M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-974- 24.57% |
$93.4K - $100K
|
2.99K
$312K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.83K- 1.37% |
$272K - $291K
|
204K
$21.3M
|