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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-410- 16.33% |
$33.7K - $42.9K
|
2.1K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
19.2KNew |
$1.58M - $2.01M
|
19.2K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 0.25% |
$2.46K - $3.14K
|
12.2K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.22KNew |
$264K - $336K
|
3.22K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
27.2KNew |
$2.23M - $2.84M
|
27.2K
$3.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.08KNew |
$171K - $217K
|
2.08K
$241K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
100+ 200.0% |
$8.21K - $10.5K
|
150
$17.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
37.9KNew |
$3.11M - $3.96M
|
37.9K
$4.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
593+ 17.4% |
$48.7K - $62K
|
4K
$463K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4+ 0.17% |
$328 - $418
|
2.34K
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.96K+ 169.39% |
$407K - $518K
|
7.89K
$912K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 6.31% |
$16.4K - $20.9K
|
2.97K
$344K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 48.57% |
$6.98K - $8.89K
|
90
$10.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
18.7KNew |
$1.53M - $1.95M
|
18.7K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.86KNew |
$235K - $299K
|
2.86K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-243- 2.71% |
$20K - $25.4K
|
8.72K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19- 0.1% |
$1.56K - $1.99K
|
19.7K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
6.74KNew |
$554K - $705K
|
6.74K
$780K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.4KNew |
$1.75M - $2.23M
|
21.4K
$2.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
107+ 27.94% |
$8.78K - $11.2K
|
490
$56.7K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$351 - $403
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-32- 0.96% |
$2.8K - $3.23K
|
3.31K
$383K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-190- 29.69% |
$16.7K - $19.2K
|
450
$52K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
804New |
$70.5K - $81.1K
|
804
$93K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$17.5K - $20.2K
|
200
$23.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.01KNew |
$789K - $908K
|
9.01K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.99K- 44.45% |
$175K - $201K
|
2.49K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 10.35% |
$101K - $117K
|
10K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.43K- 96.11% |
$126K - $145K
|
58
$6.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
546+ 313.79% |
$47.9K - $55K
|
720
$83.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.52KNew |
$308K - $355K
|
3.52K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
33New |
$2.89K - $3.33K
|
33
$3.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-625- 33.33% |
$54.8K - $63K
|
1.25K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.76KClosed |
$680K - $783K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-352- 86.27% |
$30.8K - $35.5K
|
56
$6.48K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
803New |
$70.4K - $81K
|
803
$92.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.5KNew |
$307K - $353K
|
3.5K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-500- 14.02% |
$43.8K - $50.4K
|
3.07K
$355K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 8.57% |
$881K - $1.01M
|
107K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-437- 12.29% |
$38.3K - $44.1K
|
3.12K
$361K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-298- 30.85% |
$26.1K - $30K
|
668
$77.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
55New |
$4.82K - $5.55K
|
55
$6.36K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
403New |
$35.3K - $40.6K
|
403
$46.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27New |
$2.37K - $2.72K
|
27
$3.12K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.08K- 55.56% |
$182K - $209K
|
1.66K
$192K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$23.5K - $27K
|
268
$31K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 1.75% |
$3.68K - $4.23K
|
2.36K
$273K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
503+ 0.94% |
$44.1K - $50.7K
|
54.2K
$6.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-95- 3.65% |
$8.33K - $9.58K
|
2.51K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
548New |
$48K - $55.2K
|
548
$63.4K
|
|