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 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
58+ 2.52% |
$5.56K - $6.32K
|
2.36K
$276K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.39KNew |
$421K - $479K
|
4.39K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.31% |
$766 - $872
|
2.6K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.15% |
$383 - $436
|
2.63K
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.49% |
$862 - $981
|
1.84K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
923+ 7.73% |
$88.4K - $101K
|
12.9K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-909- 1.11% |
$87.1K - $99.1K
|
80.6K
$9.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
32+ 0.54% |
$3.07K - $3.49K
|
6.01K
$704K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.01% |
$1.25K - $1.42K
|
174K
$20.4M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-201- 3.35% |
$19.3K - $21.9K
|
5.8K
$680K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.26% |
$671 - $763
|
2.65K
$310K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.85K- 6.34% |
$465K - $529K
|
71.7K
$8.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
74+ 2.07% |
$7.09K - $8.07K
|
3.65K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
316+ 3.72% |
$30.3K - $34.5K
|
8.81K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
381+ 4.57% |
$36.5K - $41.5K
|
8.71K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.75% |
$7.19K - $8.18K
|
9.89K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
951+ 26.08% |
$91.1K - $104K
|
4.6K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-541- 3.24% |
$51.8K - $59K
|
16.1K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-20- 0.14% |
$1.92K - $2.18K
|
14K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-6.5K- 2.69% |
$623K - $709K
|
235K
$27.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.35K- 53.4% |
$513K - $584K
|
4.67K
$547K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 14.12% |
$108K - $123K
|
6.84K
$801K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.3K+ 1744.33% |
$4.06M - $4.62M
|
44.8K
$5.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.06KNew |
$197K - $224K
|
2.06K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-109- 0.58% |
$10.4K - $11.9K
|
18.7K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.29KNew |
$220K - $250K
|
2.29K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 719.03% |
$2.6M - $2.96M
|
30.9K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$95.8 - $109
|
3.57K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-272- 0.45% |
$26.1K - $29.7K
|
60.6K
$7.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
889+ 23.64% |
$85.2K - $96.9K
|
4.65K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 2.06% |
$4.12K - $4.69K
|
2.04K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-19.6K- 8.83% |
$1.87M - $2.13M
|
202K
$23.6M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-370- 1.36% |
$35.4K - $40.3K
|
26.9K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$95.8 - $109
|
353
$41.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-505- 3.38% |
$48.4K - $55.1K
|
14.4K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-264- 0.64% |
$25.3K - $28.8K
|
41.2K
$4.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-495- 11.14% |
$47.4K - $54K
|
3.95K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-290- 5.06% |
$27.8K - $31.6K
|
5.44K
$637K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.96K+ 5.03% |
$188K - $214K
|
41K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
165+ 2.19% |
$15.8K - $18K
|
7.72K
$904K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.11K- 22.07% |
$202K - $230K
|
7.45K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.97KNew |
$572K - $651K
|
5.97K
$699K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-165- 7.78% |
$15.8K - $18K
|
1.96K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-737- 5.71% |
$70.6K - $80.4K
|
12.2K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.74K- 37.84% |
$167K - $190K
|
2.86K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
134+ 5.44% |
$12.8K - $14.6K
|
2.6K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-36- 0.61% |
$3.45K - $3.93K
|
5.85K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
251+ 1.43% |
$24K - $27.4K
|
17.9K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.11K- 1.16% |
$106K - $121K
|
94.4K
$11.1M
|