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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
320+ 0.71% |
$30.1K - $32.7K
|
45.1K
$5.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.47K+ 109.0% |
$421K - $456K
|
8.57K
$991K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-183- 85.12% |
$17.2K - $18.7K
|
32
$3.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3KNew |
$687K - $746K
|
7.3K
$844K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.23K+ 217.54% |
$398K - $432K
|
6.17K
$714K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.86K- 3.62% |
$269K - $292K
|
76.2K
$8.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.3% |
$1.88K - $2.04K
|
6.71K
$776K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-780- 93.64% |
$73.4K - $79.7K
|
53
$6.13K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-388- 14.48% |
$36.5K - $39.6K
|
2.29K
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.74K- 8.9% |
$163K - $177K
|
17.8K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-250- 9.8% |
$23.5K - $25.5K
|
2.3K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.09KNew |
$103K - $111K
|
1.09K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 30.59% |
$2.45K - $2.66K
|
59
$6.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.58K- 19.73% |
$619K - $672K
|
26.8K
$3.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
451New |
$42.4K - $46.1K
|
451
$52.2K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.41% |
$1.41K - $1.53K
|
3.66K
$423K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.04K- 45.01% |
$569K - $617K
|
7.38K
$854K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-418- 13.96% |
$39.3K - $42.7K
|
2.58K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.47% |
$2.07K - $2.25K
|
4.7K
$544K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.06KNew |
$288K - $312K
|
3.06K
$354K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-192- 13.94% |
$18.1K - $19.6K
|
1.19K
$137K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
567New |
$53.4K - $57.9K
|
567
$65.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-862- 2.49% |
$81.1K - $88K
|
33.7K
$3.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.1K- 42.1% |
$1.42M - $1.54M
|
20.7K
$2.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
608New |
$57.2K - $62.1K
|
608
$70.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-72- 10.3% |
$6.78K - $7.35K
|
627
$72.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 2.18% |
$847 - $919
|
404
$46.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-232- 6.96% |
$21.8K - $23.7K
|
3.1K
$359K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 6.99% |
$1.51K - $1.63K
|
213
$24.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-365- 14.12% |
$34.4K - $37.3K
|
2.22K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
122+ 1.66% |
$11.5K - $12.5K
|
7.46K
$862K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 55.13% |
$4.05K - $4.39K
|
121
$14K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
687+ 12.84% |
$64.7K - $70.2K
|
6.04K
$698K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-4.85K- 48.68% |
$456K - $495K
|
5.11K
$591K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
336+ 55.17% |
$31.6K - $34.3K
|
945
$109K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
58.7KNew |
$5.52M - $6M
|
58.7K
$6.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.18K+ 24.25% |
$205K - $223K
|
11.2K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-250- 6.99% |
$23.5K - $25.5K
|
3.33K
$385K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-124- 2.65% |
$11.7K - $12.7K
|
4.56K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
331New |
$31.2K - $33.8K
|
331
$38.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-739- 50.34% |
$69.6K - $75.5K
|
729
$84.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 0.75% |
$2.82K - $3.06K
|
3.97K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-58K- 51.38% |
$5.46M - $5.92M
|
54.9K
$6.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$12.6K - $13.7K
|
134
$15.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
538+ 166.05% |
$50.6K - $54.9K
|
862
$99.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$94.1 - $102
|
3.28K
$379K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 525.0% |
$198K - $214K
|
2.5K
$289K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$95.9 - $103
|
2.43K
$281K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
28+ 1.4% |
$2.68K - $2.88K
|
2.03K
$235K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.46KNew |
$716K - $767K
|
7.46K
$863K
|
|