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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-320- 9.74% |
$28K - $32.3K
|
2.97K
$343K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
45+ 1.37% |
$3.94K - $4.54K
|
3.34K
$386K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
545+ 4.38% |
$47.8K - $54.9K
|
13K
$1.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189+ 81.47% |
$16.6K - $19.1K
|
421
$48.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.8K- 57.2% |
$2.87M - $3.31M
|
24.5K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
615New |
$53.9K - $62K
|
615
$71.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.35KNew |
$118K - $136K
|
1.35K
$156K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.1K- 46.39% |
$96.4K - $111K
|
1.27K
$147K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-18- 0.68% |
$1.58K - $1.81K
|
2.63K
$304K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-141- 3.48% |
$12.4K - $14.2K
|
3.91K
$452K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
6.63KNew |
$581K - $669K
|
6.63K
$767K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-247- 4.44% |
$21.6K - $24.9K
|
5.32K
$616K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$5.43K - $6.25K
|
2.31K
$267K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-27- 0.5% |
$2.37K - $2.72K
|
5.4K
$624K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-235- 7.08% |
$20.6K - $23.7K
|
3.09K
$357K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
96New |
$8.41K - $9.68K
|
96
$11.1K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.42K- 35.66% |
$387K - $445K
|
7.97K
$921K
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-278- 9.0% |
$24.4K - $28K
|
2.81K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
266New |
$23.3K - $26.8K
|
266
$30.8K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
10KNew |
$876K - $1.01M
|
10K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
220New |
$19.3K - $22.2K
|
220
$25.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$273K - $314K
|
3.11K
$360K
|
|
| Q2 2023 | |||||||
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47+ 17.41% |
$4.12K - $4.49K
|
317
$36.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.79K- 80.94% |
$857K - $935K
|
2.3K
$266K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.43K- 21.39% |
$126K - $137K
|
5.27K
$609K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47.9K- 92.13% |
$4.2M - $4.58M
|
4.09K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.95KNew |
$258K - $282K
|
2.95K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
81New |
$7.09K - $7.74K
|
81
$9.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$101K - $111K
|
1.16K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.89% |
$3.94K - $4.3K
|
2.42K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
173+ 1.06% |
$15.2K - $16.5K
|
16.5K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$1.02M - $1.11M
|
11.6K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.26KNew |
$198K - $216K
|
2.26K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.94K+ 24.36% |
$170K - $186K
|
9.93K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.41KNew |
$211K - $230K
|
2.41K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.1KNew |
$272K - $296K
|
3.1K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
54+ 2.39% |
$4.73K - $5.16K
|
2.31K
$268K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-70- 0.69% |
$6.13K - $6.69K
|
10K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$17.5K - $19.1K
|
200
$23.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
413+ 12.66% |
$36.2K - $39.5K
|
3.68K
$425K
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.26K- 56.81% |
$285K - $311K
|
2.48K
$286K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.88KNew |
$252K - $275K
|
2.88K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6New |
$526 - $573
|
6
$694
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-816- 11.42% |
$71.5K - $78K
|
6.33K
$732K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
174+ 1.29% |
$15.2K - $16.6K
|
13.7K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
527+ 12.07% |
$46.2K - $50.4K
|
4.89K
$566K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.47K- 41.89% |
$566K - $618K
|
8.97K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-54- 12.24% |
$4.73K - $5.16K
|
387
$44.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15+ 0.31% |
$1.31K - $1.43K
|
4.85K
$560K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
2.37KNew |
$208K - $226K
|
2.37K
$274K
|
|