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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.99K- 44.45% |
$175K - $201K
|
2.49K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 10.35% |
$101K - $117K
|
10K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.43K- 96.11% |
$126K - $145K
|
58
$6.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
546+ 313.79% |
$47.9K - $55K
|
720
$74.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.52KNew |
$308K - $355K
|
3.52K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
33New |
$2.89K - $3.33K
|
33
$3.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-625- 33.33% |
$54.8K - $63K
|
1.25K
$130K
|
|
|
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
$5.82K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
803New |
$70.4K - $81K
|
803
$83.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.5KNew |
$307K - $353K
|
3.5K
$364K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-500- 14.02% |
$43.8K - $50.4K
|
3.07K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 8.57% |
$881K - $1.01M
|
107K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-437- 12.29% |
$38.3K - $44.1K
|
3.12K
$324K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-298- 30.85% |
$26.1K - $30K
|
668
$69.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
403New |
$35.3K - $40.6K
|
403
$41.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27New |
$2.37K - $2.72K
|
27
$2.81K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.08K- 55.56% |
$182K - $209K
|
1.66K
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$23.5K - $27K
|
268
$27.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 1.75% |
$3.68K - $4.23K
|
2.36K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
503+ 0.94% |
$44.1K - $50.7K
|
54.2K
$5.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-95- 3.65% |
$8.33K - $9.58K
|
2.51K
$260K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
548New |
$48K - $55.2K
|
548
$57K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-320- 9.74% |
$28K - $32.3K
|
2.97K
$308K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189+ 81.47% |
$16.6K - $19.1K
|
421
$43.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.8K- 57.2% |
$2.87M - $3.31M
|
24.5K
$2.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
615New |
$53.9K - $62K
|
615
$63.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.35KNew |
$118K - $136K
|
1.35K
$141K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.1K- 46.39% |
$96.4K - $111K
|
1.27K
$132K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-18- 0.68% |
$1.58K - $1.81K
|
2.63K
$274K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-141- 3.48% |
$12.4K - $14.2K
|
3.91K
$406K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
6.63KNew |
$581K - $669K
|
6.63K
$690K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-247- 4.44% |
$21.6K - $24.9K
|
5.32K
$553K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$5.43K - $6.25K
|
2.31K
$240K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-27- 0.5% |
$2.37K - $2.72K
|
5.4K
$561K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-235- 7.08% |
$20.6K - $23.7K
|
3.09K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
96New |
$8.41K - $9.68K
|
96
$9.98K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.42K- 35.66% |
$387K - $445K
|
7.97K
$828K
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-278- 9.0% |
$24.4K - $28K
|
2.81K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
220New |
$19.3K - $22.2K
|
220
$22.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$273K - $314K
|
3.11K
$323K
|
|
| Q2 2023 | |||||||
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47+ 17.41% |
$4.12K - $4.49K
|
317
$33K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.79K- 80.94% |
$857K - $935K
|
2.3K
$240K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47.9K- 92.13% |
$4.2M - $4.58M
|
4.09K
$426K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.95KNew |
$258K - $282K
|
2.95K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
81New |
$7.09K - $7.74K
|
81
$8.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$101K - $111K
|
1.16K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.89% |
$3.94K - $4.3K
|
2.42K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
173+ 1.06% |
$15.2K - $16.5K
|
16.5K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.26KNew |
$198K - $216K
|
2.26K
$235K
|
|