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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q4 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.21K+ 100.0% |
$137K - $180K
|
4.42K
$518K
|
|
|
Feb 09, 2021
Q4 2020
|
Rice Partnership, LLC
|
BUY
|
- |
50+ 100.0% |
$3.11K - $4.08K
|
100
$11.7K
|
|
|
Feb 09, 2021
Q4 2020
|
Rmr Wealth Builders
|
SELL
|
- |
-1.65KClosed |
$102K - $134K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4+ 100.0% |
$248 - $326
|
8
$937
|
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-7Closed |
$435 - $571
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-439Closed |
$27.3K - $35.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-16Closed |
$994 - $1.3K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Seaview Investment Managers LLC
|
SELL
|
- |
-299Closed |
$18.6K - $24.4K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
244New |
$15.2K - $19.9K
|
244
$28.6K
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-116Closed |
$7.2K - $9.45K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
548+ 100.0% |
$34K - $44.7K
|
1.1K
$128K
|
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-30Closed |
$1.86K - $2.45K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-146Closed |
$9.07K - $11.9K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.01KNew |
$125K - $164K
|
2.01K
$236K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
90New |
$5.59K - $7.34K
|
90
$10.5K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
144+ 100.0% |
$8.94K - $11.7K
|
288
$33.7K
|
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
159+ 100.0% |
$9.88K - $13K
|
318
$37.3K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
85+ 62.96% |
$5.28K - $6.93K
|
220
$25.8K
|
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-2.3KClosed |
$143K - $187K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-114Closed |
$7.08K - $9.29K
|
0
$0
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 100.0% |
$3.11K - $4.08K
|
100
$11.7K
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-700- 16.19% |
$39.9K - $46.9K
|
3.62K
$425K
|
|
|
Nov 16, 2020
Q3 2020
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.9KClosed |
$165K - $195K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.68KClosed |
$95.5K - $112K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.2KClosed |
$182K - $214K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
188New |
$10.7K - $12.6K
|
188
$22K
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.89KClosed |
$393K - $462K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-7.4KClosed |
$422K - $496K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-17Closed |
$969 - $1.14K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-437Closed |
$24.9K - $29.3K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.43KClosed |
$138K - $163K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$638K - $751K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.38KClosed |
$192K - $226K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-62Closed |
$3.53K - $4.16K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.45K- 6.67% |
$65.9K - $101K
|
20.4K
$2.38M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-104Closed |
$4.71K - $7.21K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24Closed |
$1.09K - $1.66K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.17KClosed |
$143K - $220K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.92KClosed |
$86.7K - $133K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-225Closed |
$10.2K - $15.6K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.16KClosed |
$143K - $219K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-170Closed |
$7.7K - $11.8K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-34Closed |
$1.54K - $2.36K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3K+ 483.94% |
$650K - $994K
|
17.3K
$2.03M
|
|
|
Jul 29, 2020
Q2 2020
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-5.34KClosed |
$242K - $370K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-10.2KClosed |
$463K - $708K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-77Closed |
$3.49K - $5.34K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.07KClosed |
$320K - $490K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 09, 2023
Q1 2020
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-277Closed |
$12.2K - $22.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$133 - $243
|
0
$0
|
|