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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-292Closed |
$12.9K - $23.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.03KClosed |
$45.4K - $83.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-30Closed |
$1.33K - $2.43K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.1KClosed |
$534K - $979K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-550Closed |
$24.3K - $44.6K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.55KClosed |
$68.5K - $126K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-19.6KClosed |
$864K - $1.59M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.31KClosed |
$57.8K - $106K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-1.54KClosed |
$68K - $125K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-59Closed |
$2.61K - $4.78K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-102Closed |
$4.51K - $8.26K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-440Closed |
$19.4K - $35.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.15KClosed |
$95K - $174K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100Closed |
$4.42K - $8.1K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.07KClosed |
$180K - $330K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.25KClosed |
$55.3K - $101K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-3.4KClosed |
$150K - $275K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.06KClosed |
$135K - $248K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-295Closed |
$13K - $23.9K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-7.91KClosed |
$350K - $641K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.66KClosed |
$162K - $296K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
SELL
|
- |
-94Closed |
$4.15K - $7.62K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-94Closed |
$4.15K - $7.62K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-90Closed |
$3.98K - $7.29K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-159KClosed |
$7.01M - $12.9M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$119K - $219K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.64KClosed |
$72.5K - $133K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.37KClosed |
$105K - $192K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-136Closed |
$6.01K - $11K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-67.4KClosed |
$2.98M - $5.46M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.44KClosed |
$103K - $116K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-241Closed |
$17.4K - $19.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.57KNew |
$113K - $126K
|
1.57K
$183K
|
|
|
Feb 10, 2020
Q4 2019
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.34KClosed |
$96.7K - $108K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Pendal Group LTD
|
SELL
|
- |
-12KClosed |
$864K - $967K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-2.13KClosed |
$153K - $171K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-318Closed |
$22.9K - $25.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-75Closed |
$5.4K - $6.04K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50Closed |
$3.6K - $4.03K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Truepoint, Inc.
|
SELL
|
- |
-1.66KClosed |
$120K - $134K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-97Closed |
$6.99K - $7.81K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-753Closed |
$55.9K - $58.3K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-38.5KClosed |
$2.85M - $2.98M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-350Closed |
$26K - $27.1K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-426Closed |
$31.6K - $33K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-220- 93.22% |
$16.3K - $17K
|
16
$1.87K
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
$148 - $155
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Segment Wealth Management, LLC
|
SELL
|
- |
-35.9KClosed |
$2.66M - $2.78M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.38KClosed |
$103K - $107K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
New Square Capital LLC
|
SELL
|
- |
-51Closed |
$3.79K - $3.95K
|
0
$0
|
|