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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-733- 23.71% |
$64.2K - $70K
|
2.36K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$87.6 - $95.6
|
2.53K
$292K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4+ 0.07% |
$350 - $382
|
5.81K
$672K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
243+ 1.05% |
$21.3K - $23.2K
|
23.3K
$2.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47KNew |
$129K - $141K
|
1.47K
$170K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.13KNew |
$187K - $204K
|
2.13K
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-138- 10.33% |
$12.1K - $13.2K
|
1.2K
$139K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.44K- 38.81% |
$126K - $138K
|
2.27K
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.97KNew |
$348K - $380K
|
3.97K
$459K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-675- 38.55% |
$59.1K - $64.5K
|
1.08K
$124K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-21.6K- 89.63% |
$1.89M - $2.06M
|
2.5K
$289K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-224- 3.6% |
$19.6K - $21.4K
|
5.99K
$693K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
817+ 1.56% |
$71.6K - $78.1K
|
53.1K
$6.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.38K- 10.27% |
$121K - $131K
|
12K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.6KNew |
$3.29M - $3.59M
|
37.6K
$4.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.21KNew |
$193K - $211K
|
2.21K
$255K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20.9K- 91.25% |
$1.83M - $1.99M
|
2K
$231K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-1.43K- 36.05% |
$125K - $137K
|
2.54K
$293K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
376New |
$32.9K - $35.9K
|
376
$43.5K
|
|
| Q1 2023 | |||||||
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-159- 0.46% |
$14.1K - $16.9K
|
34.7K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-577- 17.52% |
$51.2K - $61.5K
|
2.72K
$314K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
32New |
$2.84K - $3.41K
|
32
$3.7K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.67KNew |
$503K - $604K
|
5.67K
$655K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
25.6KNew |
$2.27M - $2.73M
|
25.6K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$1.16M - $1.39M
|
13.1K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
11+ 0.35% |
$977 - $1.17K
|
3.14K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
26New |
$2.31K - $2.77K
|
26
$3.01K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
48+ 1.95% |
$4.26K - $5.11K
|
2.51K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.28KNew |
$380K - $456K
|
4.28K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.77KNew |
$246K - $295K
|
2.77K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$252K - $302K
|
2.84K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
444New |
$39.4K - $47.3K
|
444
$51.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
61.6KNew |
$5.47M - $6.56M
|
61.6K
$7.12M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-20- 1.53% |
$1.78K - $2.13K
|
1.29K
$149K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-363- 35.66% |
$32.2K - $38.7K
|
655
$75.8K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-387- 9.0% |
$34.4K - $41.2K
|
3.92K
$453K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12+ 0.48% |
$1.07K - $1.28K
|
2.5K
$289K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-168- 42.53% |
$14.9K - $17.9K
|
227
$26.3K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10.9KNew |
$969K - $1.16M
|
10.9K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-608- 13.29% |
$54K - $64.8K
|
3.97K
$459K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25New |
$2.22K - $2.66K
|
25
$2.89K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.62KNew |
$322K - $386K
|
3.62K
$419K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-284- 3.39% |
$25.2K - $30.3K
|
8.09K
$936K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400+ 36.36% |
$35.5K - $42.6K
|
1.5K
$173K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
258New |
$22.9K - $27.5K
|
258
$29.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
81New |
$7.19K - $8.63K
|
81
$9.37K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.2KNew |
$1.89M - $2.26M
|
21.2K
$2.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
108+ 0.58% |
$9.59K - $11.5K
|
18.6K
$2.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
21.3KNew |
$1.89M - $2.26M
|
21.3K
$2.46M
|
|