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 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.46KNew |
$716K - $767K
|
7.46K
$874K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 86.84% |
$3.16K - $3.39K
|
5
$586
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 66.67% |
$2.49K - $2.67K
|
13
$1.52K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-195- 9.72% |
$18.7K - $20K
|
1.81K
$212K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-151- 92.07% |
$14.5K - $15.5K
|
13
$1.52K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$23.4K - $25.1K
|
244
$28.6K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.33K- 28.01% |
$319K - $342K
|
8.55K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 78.67% |
$176K - $188K
|
4.16K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.79KNew |
$267K - $287K
|
2.79K
$327K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-23.5K- 79.93% |
$2.25M - $2.42M
|
5.9K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.97KNew |
$765K - $820K
|
7.97K
$934K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.16KNew |
$207K - $222K
|
2.16K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
64New |
$6.14K - $6.58K
|
64
$7.5K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 7.14% |
$1.34K - $1.44K
|
210
$24.6K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.13KNew |
$204K - $219K
|
2.13K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.39% |
$863 - $925
|
2.3K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-746- 4.3% |
$71.5K - $76.7K
|
16.6K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$121K - $130K
|
1.26K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.5K- 54.88% |
$6.86M - $7.35M
|
58.8K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.65K- 15.97% |
$446K - $478K
|
24.5K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.5K+ 595.71% |
$240K - $257K
|
2.92K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.48% |
$192 - $206
|
423
$49.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.6KNew |
$153K - $164K
|
1.6K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14- 0.27% |
$1.34K - $1.44K
|
5.14K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.07KNew |
$199K - $213K
|
2.07K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-44- 6.75% |
$4.22K - $4.52K
|
608
$71.2K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.07KNew |
$199K - $213K
|
2.07K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.06% |
$1.05K - $1.13K
|
20K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.44K- 80.33% |
$426K - $457K
|
1.09K
$127K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$95.9 - $103
|
1.33K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-290- 9.05% |
$27.8K - $29.8K
|
2.92K
$341K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-497- 7.34% |
$47.7K - $51.1K
|
6.27K
$734K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
357+ 13.78% |
$34.2K - $36.7K
|
2.95K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
77+ 3.58% |
$7.38K - $7.91K
|
2.23K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-165- 42.31% |
$15.8K - $17K
|
225
$26.3K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-734- 76.62% |
$70.4K - $75.4K
|
224
$26.2K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
629+ 1.27% |
$60.3K - $64.6K
|
50K
$5.86M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
214+ 7.25% |
$20.5K - $22K
|
3.17K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12New |
$1.15K - $1.23K
|
12
$1.41K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
80New |
$7.67K - $8.22K
|
80
$9.37K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.21K- 10.36% |
$116K - $125K
|
10.5K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.63KNew |
$253K - $271K
|
2.63K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
458+ 11.54% |
$43.9K - $47.1K
|
4.43K
$518K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.06K- 1.98% |
$102K - $109K
|
52.8K
$6.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.36% |
$3.26K - $3.49K
|
9.42K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.05K- 23.02% |
$197K - $211K
|
6.87K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-317- 50.0% |
$30.4K - $32.6K
|
317
$37.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
4.26KNew |
$409K - $438K
|
4.26K
$499K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-56- 2.43% |
$5.37K - $5.76K
|
2.25K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
75+ 0.1% |
$7.19K - $7.71K
|
79K
$9.25M
|