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 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
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.1KNew |
$1.64M - $1.92M
|
17.1K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.09K- 7.66% |
$298K - $347K
|
37.3K
$3.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-298- 11.22% |
$28.7K - $33.4K
|
2.36K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
530+ 9.93% |
$51K - $59.5K
|
5.87K
$604K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.43% |
$3.18K - $3.7K
|
7.72K
$795K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
58.7KNew |
$5.66M - $6.59M
|
58.7K
$6.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.33K- 36.32% |
$128K - $149K
|
2.33K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.85% |
$167K - $195K
|
10.1K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-734- 8.8% |
$70.7K - $82.4K
|
7.6K
$783K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$867 - $1.01K
|
3.24K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$96.3 - $112
|
296
$30.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.53% |
$2.99K - $3.48K
|
1.26K
$129K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-42- 2.29% |
$4.04K - $4.71K
|
1.8K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488- 10.25% |
$47K - $54.8K
|
4.28K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$2.5K - $2.92K
|
26
$2.68K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.54K- 3.19% |
$244K - $285K
|
77K
$7.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
9K+ 13.68% |
$867K - $1.01M
|
74.8K
$7.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-35- 0.42% |
$3.37K - $3.93K
|
8.22K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-35- 0.53% |
$3.37K - $3.93K
|
6.55K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
231+ 5.45% |
$22.2K - $25.9K
|
4.47K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-379- 51.99% |
$36.5K - $42.5K
|
350
$36K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.09% |
$3.85K - $4.49K
|
3.63K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-482- 14.6% |
$46.4K - $54.1K
|
2.82K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-155- 5.49% |
$14.9K - $17.4K
|
2.67K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.6KNew |
$4.29M - $5M
|
44.6K
$4.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.67K- 6.0% |
$161K - $188K
|
26.2K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$101K - $118K
|
56.3K
$5.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.04% |
$578 - $673
|
14.4K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
162+ 2.07% |
$15.6K - $18.2K
|
7.98K
$822K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.66K- 3.5% |
$256K - $298K
|
73.2K
$7.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-50- 0.37% |
$4.82K - $5.61K
|
13.4K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 5.74% |
$1.64K - $1.91K
|
279
$28.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.71K+ 87.08% |
$358K - $417K
|
7.98K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.98K- 44.52% |
$191K - $222K
|
2.47K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.1KNew |
$202K - $235K
|
2.1K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-147- 6.47% |
$14.2K - $16.5K
|
2.13K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.45K+ 2.69% |
$139K - $162K
|
55.1K
$5.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 18.66% |
$98.9K - $115K
|
4.48K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-71- 2.85% |
$6.84K - $7.97K
|
2.42K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.59K+ 4.25% |
$153K - $178K
|
38.9K
$4M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
181+ 2.04% |
$17.4K - $20.3K
|
9.06K
$932K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 25.46% |
$21.2K - $24.7K
|
644
$66.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.23K- 30.46% |
$215K - $250K
|
5.09K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.79K+ 3.25% |
$268K - $313K
|
88.6K
$9.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-221- 4.77% |
$21.3K - $24.8K
|
4.41K
$454K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.76KNew |
$362K - $422K
|
3.76K
$387K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
92+ 3.9% |
$8.86K - $10.3K
|
2.45K
$253K
|