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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$1.15K - $1.23K
|
12
$1.27K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
80New |
$7.67K - $8.22K
|
80
$8.49K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.57K- 9.0% |
$439K - $470K
|
46.2K
$4.91M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.21K- 10.36% |
$116K - $125K
|
10.5K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.63KNew |
$253K - $271K
|
2.63K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
458+ 11.54% |
$43.9K - $47.1K
|
4.43K
$470K
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-594- 0.55% |
$57K - $61.1K
|
107K
$11.3M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.06K- 1.98% |
$102K - $109K
|
52.8K
$5.6M
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.36% |
$3.26K - $3.49K
|
9.42K
$1M
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.05K- 23.02% |
$197K - $211K
|
6.87K
$729K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-591- 23.19% |
$56.7K - $60.7K
|
1.96K
$208K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-317- 50.0% |
$30.4K - $32.6K
|
317
$33.6K
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.26KNew |
$409K - $438K
|
4.26K
$452K
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-56- 2.43% |
$5.37K - $5.76K
|
2.25K
$239K
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
75+ 0.1% |
$7.19K - $7.71K
|
79K
$8.38M
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.13K- 13.17% |
$109K - $116K
|
7.47K
$793K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90New |
$8.63K - $9.25K
|
90
$9.55K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 59.38% |
$7.29K - $7.81K
|
52
$5.52K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-498- 55.83% |
$47.7K - $51.2K
|
394
$41.8K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
466New |
$44.7K - $47.9K
|
466
$49.5K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-267- 5.64% |
$25.6K - $27.4K
|
4.47K
$474K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-167- 60.29% |
$16K - $17.2K
|
110
$11.7K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08KNew |
$200K - $214K
|
2.08K
$221K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-159- 36.72% |
$15.2K - $16.3K
|
274
$29.1K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-974- 24.57% |
$93.4K - $100K
|
2.99K
$317K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 10.34% |
$575 - $617
|
52
$5.52K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-535- 15.43% |
$51.3K - $55K
|
2.93K
$311K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-49- 2.29% |
$4.7K - $5.04K
|
2.09K
$222K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
247New |
$23.7K - $25.4K
|
247
$26.2K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-350- 4.36% |
$33.6K - $36K
|
7.68K
$815K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-500- 18.52% |
$47.9K - $51.4K
|
2.2K
$234K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-164- 1.2% |
$15.7K - $16.9K
|
13.5K
$1.43M
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-16- 15.69% |
$1.53K - $1.64K
|
86
$9.13K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
170New |
$16.3K - $17.5K
|
170
$18K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.77K+ 6.33% |
$170K - $182K
|
29.7K
$3.15M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-508- 60.48% |
$48.7K - $52.2K
|
332
$35.2K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
531New |
$50.9K - $54.6K
|
531
$56.4K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.23K+ 70.52% |
$213K - $229K
|
5.38K
$571K
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-119- 1.1% |
$11.4K - $12.2K
|
10.7K
$1.14M
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
152+ 5.2% |
$14.6K - $15.6K
|
3.07K
$326K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
883+ 275.94% |
$84.7K - $90.8K
|
1.2K
$128K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.41K- 7.42% |
$136K - $145K
|
17.7K
$1.87M
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
9KNew |
$863K - $925K
|
9K
$955K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-883- 9.32% |
$84.7K - $90.8K
|
8.59K
$912K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.28K- 19.92% |
$315K - $337K
|
13.2K
$1.4M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.8K+ 229.4% |
$1.42M - $1.52M
|
21.3K
$2.26M
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-103- 4.25% |
$9.88K - $10.6K
|
2.32K
$246K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-672- 32.05% |
$64.4K - $69.1K
|
1.43K
$151K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $32.9K
|
320
$34K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
39+ 2.0% |
$3.74K - $4.01K
|
1.99K
$211K
|