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 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
48.7KNew |
$4.19M - $5.03M
|
48.7K
$5.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.1KNew |
$957K - $1.15M
|
11.1K
$1.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-863- 8.91% |
$74.4K - $89.2K
|
8.82K
$917K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
626+ 16.8% |
$54K - $64.7K
|
4.35K
$452K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$236K - $283K
|
2.74K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
33.2KNew |
$2.86M - $3.43M
|
33.2K
$3.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-250- 6.85% |
$21.6K - $25.8K
|
3.4K
$353K
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
25.2KNew |
$2.17M - $2.6M
|
25.2K
$2.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
23New |
$1.98K - $2.38K
|
23
$2.39K
|
|
|
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
$50K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
204New |
$17.6K - $21.1K
|
204
$21.2K
|
|
|
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
$165K
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.36KClosed |
$203K - $244K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-25- 29.41% |
$2.16K - $2.58K
|
60
$6.24K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45.3KNew |
$3.9M - $4.68M
|
45.3K
$4.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
26New |
$2.24K - $2.69K
|
26
$2.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
66KNew |
$5.69M - $6.82M
|
66K
$6.86M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.18KNew |
$274K - $328K
|
3.18K
$330K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$242K - $290K
|
2.81K
$292K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10KNew |
$866K - $1.04M
|
10K
$1.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
314New |
$27.1K - $32.5K
|
314
$32.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$773K - $927K
|
8.97K
$932K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-193- 2.34% |
$16.6K - $20K
|
8.07K
$839K
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.3KNew |
$977K - $1.17M
|
11.3K
$1.18M
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
100+ 1.73% |
$8.62K - $10.3K
|
5.88K
$611K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
29New |
$2.5K - $3K
|
29
$3.02K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
140New |
$12.1K - $14.5K
|
140
$14.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$259 - $310
|
10.1K
$1.05M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.22KClosed |
$191K - $229K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-728Closed |
$62.8K - $75.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.41KNew |
$208K - $249K
|
2.41K
$251K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$380K - $456K
|
4.41K
$459K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-69Closed |
$5.95K - $7.13K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.37KNew |
$549K - $659K
|
6.37K
$663K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-2.15KClosed |
$185K - $222K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.87KClosed |
$420K - $504K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-3.02KClosed |
$260K - $312K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
12KNew |
$1.04M - $1.24M
|
12K
$1.25M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
109New |
$9.4K - $11.3K
|
109
$11.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-8.07KClosed |
$695K - $834K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.15KClosed |
$185K - $222K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.18KNew |
$697K - $770K
|
7.18K
$746K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-69Closed |
$6.7K - $7.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.96KClosed |
$190K - $210K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.17KClosed |
$211K - $233K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.04KClosed |
$198K - $219K
|
0
$0
|
|