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 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.88K+ 0.91% |
$180K - $205K
|
209K
$24.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 0.51% |
$5.37K - $6.11K
|
11.1K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-168- 64.12% |
$16.1K - $18.3K
|
94
$11K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-635- 19.52% |
$60.8K - $69.2K
|
2.62K
$307K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-419- 7.84% |
$40.1K - $45.7K
|
4.92K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.54K+ 25.27% |
$243K - $277K
|
12.6K
$1.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.98KNew |
$189K - $215K
|
1.98K
$231K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-120- 52.17% |
$11.5K - $13.1K
|
110
$12.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.46% |
$2.49K - $2.83K
|
5.69K
$667K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.02K+ 1.5% |
$97.6K - $111K
|
68.9K
$8.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 1.58% |
$65.9K - $75K
|
44.1K
$5.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
956+ 2.08% |
$91.6K - $104K
|
46.8K
$5.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.42K- 99.93% |
$136K - $155K
|
1
$117
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.01KNew |
$192K - $219K
|
2.01K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-246- 1.2% |
$23.6K - $26.8K
|
20.2K
$2.37M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.75K- 15.83% |
$359K - $408K
|
19.9K
$2.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15- 0.46% |
$1.44K - $1.64K
|
3.26K
$381K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-227- 4.76% |
$21.7K - $24.7K
|
4.54K
$532K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
184+ 58.04% |
$17.6K - $20.1K
|
501
$58.7K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-44- 0.11% |
$4.22K - $4.8K
|
40K
$4.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-207- 2.74% |
$19.8K - $22.6K
|
7.34K
$859K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-9- 0.08% |
$862 - $981
|
11K
$1.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-57- 0.19% |
$5.46K - $6.21K
|
29.6K
$3.46M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$225K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10+ 0.21% |
$958 - $1.09K
|
4.84K
$566K
|
|
| Q2 2024 | |||||||
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-170- 5.49% |
$16K - $17.4K
|
2.93K
$343K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$662K - $718K
|
7.04K
$824K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 17.62% |
$214K - $232K
|
15.2K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20KNew |
$1.88M - $2.04M
|
20K
$2.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
320+ 2.77% |
$30.1K - $32.7K
|
11.9K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-202- 3.38% |
$19K - $20.6K
|
5.78K
$677K
|
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-7- 53.85% |
$659 - $715
|
6
$703
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2.84K- 36.44% |
$267K - $290K
|
4.95K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.75K+ 78.74% |
$165K - $179K
|
3.97K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.43K- 59.96% |
$135K - $146K
|
955
$112K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.64KNew |
$625K - $678K
|
6.64K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
119New |
$11.2K - $12.2K
|
119
$13.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-75- 20.0% |
$7.06K - $7.66K
|
300
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.11KNew |
$387K - $420K
|
4.11K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-76- 3.14% |
$7.15K - $7.76K
|
2.35K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.95K- 68.97% |
$183K - $199K
|
875
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.24KNew |
$399K - $433K
|
4.24K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-280- 11.1% |
$26.4K - $28.6K
|
2.24K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-518K- 99.31% |
$48.8M - $52.9M
|
3.59K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 46.52% |
$1.35M - $1.46M
|
45.2K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.67KNew |
$534K - $579K
|
5.67K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.27% |
$94.1 - $102
|
366
$42.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4- 0.13% |
$376 - $409
|
3.02K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 1.54% |
$126K - $137K
|
85.6K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-420- 16.03% |
$39.5K - $42.9K
|
2.2K
$258K
|
|