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 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 0.75% |
$2.82K - $3.06K
|
3.97K
$421K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
200+ 1.94% |
$18.8K - $20.4K
|
10.5K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.05K+ 3.87% |
$193K - $209K
|
54.9K
$5.83M
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 5.35% |
$105K - $114K
|
19.8K
$2.1M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-58K- 51.38% |
$5.46M - $5.92M
|
54.9K
$5.83M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28.5K- 89.8% |
$2.68M - $2.91M
|
3.24K
$344K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.47K- 3.08% |
$233K - $252K
|
77.7K
$8.25M
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-439- 4.08% |
$41.3K - $44.8K
|
10.3K
$1.09M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$12.6K - $13.7K
|
134
$14.2K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.73K- 2.08% |
$163K - $177K
|
81.5K
$8.66M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.43% |
$2.64K - $2.86K
|
6.57K
$698K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538+ 166.05% |
$50.6K - $54.9K
|
862
$91.5K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
141+ 2.58% |
$13.3K - $14.4K
|
5.61K
$595K
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-180- 1.01% |
$16.9K - $18.4K
|
17.6K
$1.87M
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
758+ 3.7% |
$71.3K - $77.4K
|
21.2K
$2.26M
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-101- 0.84% |
$9.51K - $10.3K
|
11.9K
$1.26M
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-295- 2.11% |
$27.8K - $30.1K
|
13.7K
$1.45M
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
16+ 0.07% |
$1.51K - $1.63K
|
21.9K
$2.33M
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
73+ 2.3% |
$6.87K - $7.46K
|
3.25K
$345K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$94.1 - $102
|
3.28K
$348K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-652- 4.51% |
$61.4K - $66.6K
|
13.8K
$1.47M
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.51% |
$753 - $817
|
1.57K
$166K
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
2.37KNew |
$223K - $242K
|
2.37K
$252K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.99K+ 0.97% |
$187K - $203K
|
207K
$22M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 18.77% |
$220K - $238K
|
14.8K
$1.57M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
345+ 8.42% |
$32.5K - $35.2K
|
4.44K
$472K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
334+ 4.63% |
$31.4K - $34.1K
|
7.55K
$801K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.47K+ 17.14% |
$138K - $150K
|
10.1K
$1.07M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-591- 1.05% |
$55.6K - $60.4K
|
55.5K
$5.89M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
317New |
$29.8K - $32.4K
|
317
$33.6K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.86K- 12.08% |
$175K - $190K
|
13.5K
$1.44M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 525.0% |
$198K - $214K
|
2.5K
$265K
|
|
Q1 2024 | |||||||
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.46KNew |
$716K - $767K
|
7.46K
$792K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-683- 4.9% |
$65.5K - $70.2K
|
13.3K
$1.41M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 4.06% |
$14.9M - $15.9M
|
3.97M
$421M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.01K+ 32.63% |
$385K - $412K
|
16.3K
$1.73M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7KNew |
$1.12M - $1.2M
|
11.7K
$1.24M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 86.84% |
$3.16K - $3.39K
|
5
$531
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-14- 0.35% |
$1.34K - $1.44K
|
3.99K
$423K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-21- 1.03% |
$2.01K - $2.16K
|
2.02K
$214K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 66.67% |
$2.49K - $2.67K
|
13
$1.38K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-195- 9.72% |
$18.7K - $20K
|
1.81K
$192K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-151- 92.07% |
$14.5K - $15.5K
|
13
$1.38K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
328+ 12.92% |
$31.4K - $33.7K
|
2.87K
$304K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
88+ 3.41% |
$8.44K - $9.04K
|
2.67K
$284K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$23.4K - $25.1K
|
244
$25.9K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.33K- 28.01% |
$319K - $342K
|
8.55K
$908K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 78.67% |
$176K - $188K
|
4.16K
$442K
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.79KNew |
$267K - $287K
|
2.79K
$296K
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-23.5K- 79.93% |
$2.25M - $2.42M
|
5.9K
$626K
|