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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
38New |
$3.12K - $3.97K
|
38
$4.02K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
48New |
$3.94K - $5.02K
|
48
$5.07K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$226K - $288K
|
2.76K
$291K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.27K+ 1.21% |
$104K - $132K
|
106K
$11.2M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
54+ 1.45% |
$4.43K - $5.64K
|
3.77K
$399K
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.28KNew |
$187K - $238K
|
2.28K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
820New |
$67.3K - $85.7K
|
820
$86.7K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$175K - $223K
|
2.13K
$225K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.2K+ 60.47% |
$1M - $1.27M
|
32.4K
$3.42M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.24KNew |
$266K - $338K
|
3.24K
$342K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-483- 1.0% |
$39.7K - $50.5K
|
47.8K
$5.05M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.46KNew |
$202K - $257K
|
2.46K
$260K
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.46KNew |
$777K - $989K
|
9.46K
$1M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.91KNew |
$156K - $199K
|
1.91K
$201K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
200New |
$16.4K - $20.9K
|
200
$21.1K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.14KNew |
$175K - $223K
|
2.14K
$226K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-317- 8.03% |
$26K - $33.1K
|
3.63K
$384K
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-585- 9.18% |
$48K - $61.2K
|
5.79K
$612K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.37K- 97.33% |
$194K - $247K
|
65
$6.87K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92KNew |
$158K - $201K
|
1.92K
$203K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
147New |
$12.1K - $15.4K
|
147
$15.5K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
606New |
$49.8K - $63.3K
|
606
$64K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-42- 1.11% |
$3.45K - $4.39K
|
3.73K
$394K
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
6K+ 15.81% |
$493K - $627K
|
43.9K
$4.64M
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
300+ 50.0% |
$24.6K - $31.4K
|
900
$95.1K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
88New |
$7.22K - $9.2K
|
88
$9.3K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
815+ 14.16% |
$66.9K - $85.2K
|
6.57K
$695K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.36K- 32.49% |
$112K - $142K
|
2.82K
$298K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.19K- 35.09% |
$97.7K - $124K
|
2.2K
$233K
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.28KNew |
$515K - $656K
|
6.28K
$663K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$82.1 - $105
|
106
$11.2K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-4.85K- 27.28% |
$398K - $507K
|
12.9K
$1.37M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.95KNew |
$160K - $204K
|
1.95K
$206K
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-31- 0.35% |
$2.55K - $3.24K
|
8.75K
$925K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-68- 13.49% |
$5.58K - $7.11K
|
436
$46.1K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 25.12% |
$127K - $161K
|
4.61K
$487K
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
178+ 6.51% |
$14.6K - $18.6K
|
2.91K
$308K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-410- 16.33% |
$33.7K - $42.9K
|
2.1K
$222K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
19.2KNew |
$1.58M - $2.01M
|
19.2K
$2.03M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 0.25% |
$2.46K - $3.14K
|
12.2K
$1.29M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.22KNew |
$264K - $336K
|
3.22K
$340K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$2.23M - $2.84M
|
27.2K
$2.87M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.88K- 53.9% |
$236K - $301K
|
2.46K
$260K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.08KNew |
$171K - $217K
|
2.08K
$220K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
100+ 200.0% |
$8.21K - $10.5K
|
150
$15.9K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-57- 1.79% |
$4.68K - $5.96K
|
3.13K
$331K
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
37.9KNew |
$3.11M - $3.96M
|
37.9K
$4M
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
593+ 17.4% |
$48.7K - $62K
|
4K
$423K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.17% |
$328 - $418
|
2.34K
$247K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.96K+ 169.39% |
$407K - $518K
|
7.89K
$833K
|