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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-95- 3.33% |
$9.42K - $10.5K
|
2.76K
$284K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.01KClosed |
$199K - $222K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.27KNew |
$225K - $252K
|
2.27K
$234K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.09KClosed |
$405K - $452K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.11KClosed |
$876K - $969K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.99KClosed |
$576K - $636K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.54KClosed |
$341K - $377K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.22KClosed |
$213K - $236K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5KClosed |
$144K - $159K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5.95KClosed |
$573K - $633K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-20.9KClosed |
$2.01M - $2.23M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-35.7KClosed |
$3.44M - $3.8M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.85KClosed |
$370K - $409K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-34Closed |
$3.27K - $3.61K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-15.9KClosed |
$1.53M - $1.69M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.73KClosed |
$263K - $291K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-400Closed |
$38.5K - $42.5K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.23KClosed |
$311K - $344K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.16KClosed |
$208K - $229K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-28.4KClosed |
$2.73M - $3.02M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40.6KNew |
$3.91M - $4.32M
|
40.6K
$4.18M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$14.4K - $15.9K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.43KClosed |
$426K - $471K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.46KClosed |
$140K - $155K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.39KClosed |
$134K - $148K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-2.35KClosed |
$226K - $250K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
367+ 11.54% |
$36.4K - $40.5K
|
3.55K
$365K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63Closed |
$6.24K - $6.96K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-26Closed |
$2.58K - $2.87K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.36KClosed |
$234K - $261K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-192Closed |
$19K - $21.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34KClosed |
$232K - $259K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$702K - $782K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-230Closed |
$22.8K - $25.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
526New |
$52.1K - $58.1K
|
526
$54.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5KClosed |
$496K - $553K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-128Closed |
$12.7K - $14.1K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-3Closed |
$297 - $331
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-462Closed |
$45.8K - $51K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.04KClosed |
$202K - $225K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-259Closed |
$25.7K - $28.6K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-87.2KClosed |
$8.65M - $9.63M
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5.99KClosed |
$594K - $662K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.1KClosed |
$109K - $121K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-154Closed |
$15.3K - $17K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.66KClosed |
$165K - $184K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
216New |
$21.4K - $23.9K
|
216
$22.2K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.61K - $2.16K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-20Closed |
$1.61K - $2.16K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-254Closed |
$20.4K - $27.4K
|
0
$0
|
|