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 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 17.96% |
$97.7K - $114K
|
4.64K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44.6K- 88.12% |
$4.3M - $5.01M
|
6.02K
$619K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-890- 1.1% |
$85.7K - $99.9K
|
80.1K
$8.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-35- 0.56% |
$3.37K - $3.93K
|
6.18K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 3.35% |
$129K - $151K
|
38.7K
$3.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-501- 26.0% |
$48.2K - $56.2K
|
1.43K
$147K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
67+ 20.24% |
$6.45K - $7.52K
|
398
$41K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
110New |
$10.6K - $12.3K
|
110
$11.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$96.3 - $112
|
2.43K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 1.16% |
$96.3 - $112
|
87
$8.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-335- 5.48% |
$32.3K - $37.6K
|
5.78K
$595K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-58.8K- 78.54% |
$5.66M - $6.6M
|
16.1K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61.9K- 59.57% |
$5.96M - $6.94M
|
42K
$4.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.67K- 3.46% |
$161K - $188K
|
46.7K
$4.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.2K+ 3.43% |
$308K - $359K
|
96.6K
$9.94M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-15.9K- 44.55% |
$1.53M - $1.79M
|
19.8K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
16.7KNew |
$1.6M - $1.87M
|
16.7K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-703- 1.23% |
$67.7K - $78.9K
|
56.3K
$5.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-688- 4.41% |
$66.3K - $77.2K
|
14.9K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-99- 13.03% |
$9.53K - $11.1K
|
661
$68K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-174- 4.92% |
$16.8K - $19.5K
|
3.36K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.04% |
$96.3 - $112
|
2.82K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-115- 50.0% |
$11.1K - $12.9K
|
115
$11.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.8K+ 5.44% |
$173K - $202K
|
34.8K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.4K- 1.64% |
$328K - $382K
|
204K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.07K- 20.11% |
$103K - $120K
|
4.25K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.26K+ 43.04% |
$121K - $141K
|
4.17K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 0.59% |
$3.18K - $3.7K
|
5.61K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-209- 12.4% |
$20.1K - $23.5K
|
1.48K
$152K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.09K+ 5.57% |
$105K - $122K
|
20.6K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.83KNew |
$273K - $318K
|
2.83K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.99K+ 17.13% |
$481K - $560K
|
34.1K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $112
|
3.57K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-980- 9.32% |
$94.4K - $110K
|
9.53K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.38KNew |
$614K - $715K
|
6.38K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-343- 5.7% |
$33K - $38.5K
|
5.68K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
326+ 205.03% |
$31.4K - $36.6K
|
485
$49.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
126+ 2.5% |
$12.1K - $14.1K
|
5.17K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.8K- 5.0% |
$752K - $876K
|
148K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12.2KNew |
$1.17M - $1.37M
|
12.2K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 20.89% |
$1.82M - $2.12M
|
109K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
388+ 0.74% |
$37.4K - $43.5K
|
52.9K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.34K- 4.87% |
$418K - $487K
|
84.8K
$8.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79- 2.15% |
$7.61K - $8.87K
|
3.6K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
82+ 1.22% |
$7.9K - $9.2K
|
6.8K
$700K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
398+ 15.35% |
$38.3K - $44.7K
|
2.99K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-128- 2.85% |
$12.3K - $14.4K
|
4.36K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
675+ 33.99% |
$65K - $75.8K
|
2.66K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53+ 0.36% |
$5.1K - $5.95K
|
14.8K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
61New |
$5.87K - $6.85K
|
61
$6.28K
|