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 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.53K- 4.13% |
$128K - $153K
|
35.6K
$3.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
120+ 0.67% |
$10K - $12K
|
18.1K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
487+ 8.48% |
$40.7K - $48.7K
|
6.23K
$641K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-382- 6.48% |
$31.9K - $38.2K
|
5.51K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.27% |
$1.25K - $1.5K
|
5.58K
$574K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
106+ 6.27% |
$8.86K - $10.6K
|
1.8K
$185K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-900- 97.61% |
$75.2K - $90K
|
22
$2.26K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.07K+ 12.29% |
$89.2K - $107K
|
9.76K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.76K - $3.3K
|
33
$3.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.12% |
$87.7K - $105K
|
26.5K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130+ 0.6% |
$10.9K - $13K
|
21.8K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-81- 3.63% |
$6.77K - $8.1K
|
2.15K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.89% |
$143K - $171K
|
88.9K
$9.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-192- 2.52% |
$16K - $19.2K
|
7.44K
$766K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.06K- 8.88% |
$88.6K - $106K
|
10.9K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.79K- 7.47% |
$400K - $479K
|
59.3K
$6.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$83.5 - $100
|
14.4K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.54K+ 116.38% |
$212K - $254K
|
4.72K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-592- 2.22% |
$49.5K - $59.2K
|
26.1K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
358+ 0.43% |
$29.9K - $35.8K
|
84.4K
$8.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-535- 0.69% |
$44.7K - $53.5K
|
77.4K
$7.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.9KNew |
$660K - $790K
|
7.9K
$813K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.38K+ 8.88% |
$115K - $138K
|
16.9K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-697- 6.73% |
$58.2K - $69.7K
|
9.66K
$994K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
26+ 0.43% |
$2.17K - $2.6K
|
6.09K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54+ 2.53% |
$4.51K - $5.4K
|
2.19K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
318+ 512.9% |
$26.6K - $31.8K
|
380
$39.1K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
79+ 0.72% |
$6.6K - $7.9K
|
11K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1+ 0.05% |
$83.5 - $100
|
2.05K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 1.11% |
$2.84K - $3.4K
|
3.02K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-4.93K- 11.62% |
$412K - $493K
|
37.5K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-71- 11.97% |
$5.93K - $7.1K
|
522
$53.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.38K+ 6.66% |
$115K - $138K
|
22.1K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.98K+ 15.1% |
$667K - $798K
|
60.8K
$6.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-510- 11.12% |
$42.6K - $51K
|
4.08K
$419K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
54+ 0.65% |
$4.51K - $5.4K
|
8.41K
$866K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$278K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.22K- 9.95% |
$102K - $122K
|
11.1K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-1.3K- 27.85% |
$109K - $130K
|
3.38K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.96K- 6.52% |
$164K - $196K
|
28.1K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
53+ 36.3% |
$4.43K - $5.3K
|
199
$20.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19K- 41.37% |
$1.59M - $1.91M
|
27K
$2.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
10K+ 59.98% |
$835K - $1M
|
26.7K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-128- 1.34% |
$10.7K - $12.8K
|
9.44K
$972K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-130- 4.04% |
$10.9K - $13K
|
3.08K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-1.45K- 18.57% |
$121K - $145K
|
6.37K
$656K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-570- 3.59% |
$47.6K - $57K
|
15.3K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19K+ 4.28% |
$183K - $219K
|
53.3K
$5.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
105New |
$8.77K - $10.5K
|
105
$10.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 8.3% |
$83.5K - $100K
|
11K
$1.14M
|