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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-394- 10.91% |
$35K - $42K
|
3.22K
$372K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-131- 0.44% |
$11.6K - $14K
|
29.9K
$3.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.5K- 58.24% |
$4.66M - $5.59M
|
37.6K
$4.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-110- 14.3% |
$9.77K - $11.7K
|
659
$76.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14.6K+ 6101.67% |
$1.3M - $1.55M
|
14.8K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$88.8 - $107
|
52
$6.01K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.29KNew |
$292K - $350K
|
3.29K
$380K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-69- 2.83% |
$6.13K - $7.35K
|
2.37K
$274K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
370New |
$32.9K - $39.4K
|
370
$42.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37.6K+ 6.22% |
$3.34M - $4.01M
|
642K
$74.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.07K - $1.28K
|
3.39K
$392K
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
230New |
$19.5K - $22.5K
|
230
$26.6K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.06KClosed |
$174K - $202K
|
0
$0
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.47K- 95.34% |
$124K - $144K
|
72
$8.33K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.47KNew |
$293K - $340K
|
3.47K
$401K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.58KNew |
$218K - $252K
|
2.58K
$298K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.58KNew |
$218K - $252K
|
2.58K
$298K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$358K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.97KNew |
$505K - $585K
|
5.97K
$690K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 42.11% |
$1.35K - $1.57K
|
22
$2.54K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.2KNew |
$186K - $216K
|
2.2K
$255K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$359K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.91KNew |
$416K - $481K
|
4.91K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
971+ 1674.14% |
$82.1K - $95.1K
|
1.03K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
8+ 0.26% |
$677 - $784
|
3.1K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-666- 91.74% |
$56.3K - $65.3K
|
60
$6.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$172K - $199K
|
2.03K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
198New |
$16.7K - $19.4K
|
198
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 10.6% |
$142K - $165K
|
14.2K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 10.42% |
$21.1K - $24.5K
|
2.65K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
461New |
$39K - $45.2K
|
461
$53.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
613+ 5.83% |
$51.8K - $60.1K
|
11.1K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
432+ 2.36% |
$36.5K - $42.3K
|
18.8K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
44New |
$3.72K - $4.31K
|
44
$5.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.9% |
$127K - $147K
|
37K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
430New |
$36.4K - $42.1K
|
430
$49.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.77K- 25.16% |
$403K - $467K
|
14.2K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
386+ 227.06% |
$32.6K - $37.8K
|
556
$64.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.15% |
$930 - $1.08K
|
7.33K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
185New |
$15.6K - $18.1K
|
185
$21.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-946- 9.09% |
$80K - $92.7K
|
9.46K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.3KNew |
$871K - $1.01M
|
10.3K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
160+ 6.43% |
$13.5K - $15.7K
|
2.65K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28KNew |
$193K - $224K
|
2.28K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$190K - $221K
|
2.25K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.34K- 13.77% |
$113K - $131K
|
8.38K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.89KNew |
$583K - $675K
|
6.89K
$797K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-211- 8.12% |
$17.8K - $20.7K
|
2.39K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
610New |
$51.6K - $59.8K
|
610
$70.6K
|
|