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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-48.5KClosed |
$4.18M - $5.02M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-61.7KClosed |
$5.32M - $6.38M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-450Closed |
$38.8K - $46.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04KNew |
$349K - $418K
|
4.04K
$440K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-449- 60.43% |
$38.7K - $46.4K
|
294
$32K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.57KClosed |
$308K - $369K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.02KClosed |
$174K - $208K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.92KNew |
$682K - $818K
|
7.92K
$862K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.75KNew |
$841K - $1.01M
|
9.75K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.4KNew |
$4M - $4.8M
|
46.4K
$5.05M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$1.07M - $1.29M
|
12.5K
$1.36M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11New |
$948 - $1.14K
|
11
$1.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.38KClosed |
$378K - $453K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
54.8KNew |
$4.73M - $5.67M
|
54.8K
$5.97M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$203K - $244K
|
2.36K
$257K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.01KClosed |
$173K - $208K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$3.58M - $4.29M
|
41.5K
$4.52M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.2KNew |
$2.43M - $2.91M
|
28.2K
$3.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
6.2KNew |
$535K - $641K
|
6.2K
$675K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$16.5K - $19.7K
|
191
$20.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$397K - $477K
|
4.61K
$502K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300New |
$25.9K - $31K
|
300
$32.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
153KNew |
$13.2M - $15.8M
|
153K
$16.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.7K- 97.09% |
$319K - $382K
|
111
$12.1K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3.47KNew |
$299K - $359K
|
3.47K
$378K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
180New |
$15.5K - $18.6K
|
180
$19.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22.8KClosed |
$1.97M - $2.36M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.97KNew |
$256K - $307K
|
2.97K
$324K
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.09K- 11.1% |
$93.8K - $112K
|
8.71K
$949K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
1+ 0.04% |
$86.2 - $103
|
2.24K
$244K
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.4KNew |
$4.34M - $5.21M
|
50.4K
$5.49M
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-62- 0.65% |
$5.34K - $6.41K
|
9.42K
$1.03M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
48.7KNew |
$4.19M - $5.03M
|
48.7K
$5.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.1KNew |
$957K - $1.15M
|
11.1K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-863- 8.91% |
$74.4K - $89.2K
|
8.82K
$961K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
626+ 16.8% |
$54K - $64.7K
|
4.35K
$474K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$236K - $283K
|
2.74K
$298K
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
33.2KNew |
$2.86M - $3.43M
|
33.2K
$3.62M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-250- 6.85% |
$21.6K - $25.8K
|
3.4K
$370K
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
25.2KNew |
$2.17M - $2.6M
|
25.2K
$2.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
23New |
$1.98K - $2.38K
|
23
$2.51K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$212K - $254K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-793Closed |
$68.4K - $82K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1+ 0.21% |
$86.2 - $103
|
481
$52.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
204New |
$17.6K - $21.1K
|
204
$22.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-14.6KClosed |
$1.26M - $1.51M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.97KClosed |
$169K - $203K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$172 - $207
|
1.58K
$172K
|