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 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-85- 3.39% |
$7.1K - $8.5K
|
2.42K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
592+ 0.95% |
$49.5K - $59.2K
|
63.2K
$6.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-148K- 35.14% |
$12.4M - $14.8M
|
274K
$28.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.56% |
$167 - $200
|
358
$36.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
74+ 2.34% |
$6.18K - $7.4K
|
3.24K
$334K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-13.9K- 24.32% |
$1.16M - $1.39M
|
43.1K
$4.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
432+ 1.98% |
$36.1K - $43.2K
|
22.3K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.86K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-640- 9.47% |
$53.5K - $64K
|
6.12K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.06% |
$1K - $1.2K
|
18.6K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-530- 14.76% |
$44.3K - $53K
|
3.06K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.42% |
$8.52K - $10.2K
|
4.12K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-59- 1.29% |
$4.93K - $5.9K
|
4.5K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
159+ 1.25% |
$13.3K - $15.9K
|
12.9K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-534- 5.67% |
$44.6K - $53.4K
|
8.89K
$915K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.2KNew |
$183K - $220K
|
2.2K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
39+ 0.1% |
$3.26K - $3.9K
|
40.6K
$4.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.1K+ 60.85% |
$1.17M - $1.41M
|
37.2K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$83.5 - $100
|
4.32K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.54K+ 1.19% |
$212K - $254K
|
217K
$22.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
640+ 8.92% |
$53.5K - $64K
|
7.82K
$805K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-27- 1.99% |
$2.26K - $2.7K
|
1.33K
$137K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-824- 4.12% |
$68.8K - $82.4K
|
19.2K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-340- 31.19% |
$28.4K - $34K
|
750
$77.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
948+ 7.93% |
$79.2K - $94.8K
|
12.9K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.33K- 50.39% |
$445K - $533K
|
5.24K
$540K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.22K+ 108.37% |
$519K - $622K
|
12K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 12.55% |
$13.4K - $16K
|
1.12K
$115K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
652+ 1.65% |
$54.5K - $65.2K
|
40.2K
$4.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 0.43% |
$4.01K - $4.8K
|
11.2K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
23+ 0.43% |
$1.92K - $2.3K
|
5.42K
$558K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.11K+ 5.13% |
$93K - $111K
|
22.8K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 4.93% |
$177K - $212K
|
45K
$4.64M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-122- 3.84% |
$10.2K - $12.2K
|
3.06K
$315K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.14K- 6.9% |
$95K - $114K
|
15.3K
$1.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-4- 0.04% |
$334 - $400
|
10.9K
$1.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-1.01K- 3.22% |
$84.5K - $101K
|
30.4K
$3.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 7.78% |
$12.5K - $15K
|
1.78K
$183K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 0.5% |
$1.44K - $1.68K
|
3.03K
$312K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-47- 1.45% |
$4.53K - $5.27K
|
3.19K
$328K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
67.6K+ 31.98% |
$6.51M - $7.59M
|
279K
$28.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-337- 22.86% |
$32.5K - $37.8K
|
1.14K
$117K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9KNew |
$1.53M - $1.78M
|
15.9K
$1.63M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-47- 0.58% |
$4.53K - $5.27K
|
8K
$823K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 2.4% |
$122K - $142K
|
51.6K
$5.31M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.53K+ 30.37% |
$147K - $172K
|
6.57K
$676K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.15% |
$96.3 - $112
|
668
$68.8K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
82New |
$7.9K - $9.2K
|
82
$8.44K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
698+ 37.29% |
$67.2K - $78.3K
|
2.57K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.6K- 4.56% |
$1.41M - $1.64M
|
305K
$31.4M
|
|