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 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-97- 0.25% |
$9.3K - $9.97K
|
38.4K
$3.7M
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.36% |
$1.63K - $1.75K
|
4.68K
$451K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
550+ 21.5% |
$52.7K - $56.5K
|
3.11K
$300K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.61K+ 6.4% |
$250K - $268K
|
43.4K
$4.19M
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14.9K+ 60.07% |
$1.43M - $1.53M
|
39.6K
$3.82M
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-248- 0.99% |
$23.8K - $25.5K
|
24.9K
$2.4M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.89K- 1.6% |
$372K - $399K
|
240K
$23.1M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
562+ 9.4% |
$53.9K - $57.8K
|
6.54K
$631K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
276+ 2.54% |
$26.5K - $28.4K
|
11.1K
$1.08M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
41.5KNew |
$3.98M - $4.26M
|
41.5K
$4M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.11K- 17.91% |
$107K - $114K
|
5.09K
$491K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.41K+ 0.75% |
$231K - $247K
|
322K
$31.1M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 1.46% |
$2.68K - $2.88K
|
1.94K
$188K
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-183- 7.03% |
$17.5K - $18.8K
|
2.42K
$234K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 4.0% |
$19.2K - $20.6K
|
4.79K
$463K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.6K+ 7.58% |
$154K - $165K
|
22.7K
$2.19M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83.5K- 55.99% |
$8.01M - $8.58M
|
65.6K
$6.33M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30.3K- 24.83% |
$2.91M - $3.11M
|
91.7K
$8.85M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.09% |
$2.49K - $2.67K
|
29K
$2.8M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-24K- 73.92% |
$2.3M - $2.47M
|
8.47K
$817K
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.13KNew |
$204K - $219K
|
2.13K
$205K
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-332- 2.21% |
$31.8K - $34.1K
|
14.7K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-96- 0.66% |
$9.2K - $9.87K
|
14.4K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.3K- 85.59% |
$1.28M - $1.37M
|
2.24K
$216K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.46K+ 2.9% |
$428K - $459K
|
158K
$15.3M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 27.37% |
$110K - $118K
|
3.04K
$293K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.39% |
$863 - $925
|
2.3K
$222K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
990+ 10.57% |
$94.9K - $102K
|
10.4K
$1M
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-97- 0.58% |
$9.3K - $9.97K
|
16.6K
$1.6M
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-746- 4.3% |
$71.5K - $76.7K
|
16.6K
$1.6M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-392- 81.5% |
$37.6K - $40.3K
|
89
$8.59K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.26KNew |
$121K - $130K
|
1.26K
$122K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
498+ 1.33% |
$47.7K - $51.2K
|
38K
$3.66M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-162- 3.96% |
$15.5K - $16.7K
|
3.93K
$379K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-23K- 22.51% |
$2.2M - $2.36M
|
79K
$7.62M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.5K- 54.88% |
$6.86M - $7.35M
|
58.8K
$5.67M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.65K- 15.97% |
$446K - $478K
|
24.5K
$2.36M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27.6K- 2.83% |
$2.64M - $2.84M
|
948K
$91.4M
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
13New |
$1.25K - $1.34K
|
13
$1.25K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.5K+ 595.71% |
$240K - $257K
|
2.92K
$282K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-582- 3.58% |
$55.8K - $59.8K
|
15.7K
$1.51M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
211+ 0.76% |
$20.2K - $21.7K
|
28K
$2.7M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
90.3K+ 8.2% |
$8.65M - $9.28M
|
1.19M
$115M
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
15.5K+ 117.21% |
$1.48M - $1.59M
|
28.7K
$2.77M
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-550- 8.72% |
$52.7K - $56.5K
|
5.76K
$555K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.15M- 85.27% |
$398M - $427M
|
717K
$69.2M
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-673- 12.8% |
$64.5K - $69.2K
|
4.58K
$442K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.22K- 1.07% |
$117K - $125K
|
113K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
16.4K+ 652.52% |
$1.57M - $1.69M
|
18.9K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-450- 11.62% |
$43.1K - $46.3K
|
3.42K
$330K
|