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 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-675- 18.8% |
$70.6K - $79.7K
|
2.92K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.8K+ 2.95% |
$607K - $685K
|
203K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10KNew |
$1.05M - $1.18M
|
10K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-501- 1.11% |
$52.4K - $59.1K
|
44.7K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82KNew |
$295K - $333K
|
2.82K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.7K- 4.59% |
$178K - $201K
|
35.3K
$3.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
9.9K+ 19.97% |
$1.04M - $1.17M
|
59.5K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2K- 4.12% |
$209K - $236K
|
46.6K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.16KNew |
$225K - $254K
|
2.16K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-756- 3.19% |
$79.1K - $89.2K
|
23K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.84K+ 6.74% |
$192K - $217K
|
29.2K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.67K+ 4.68% |
$174K - $197K
|
37.3K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.53KNew |
$369K - $416K
|
3.53K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
118+ 1.1% |
$12.3K - $13.9K
|
10.8K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.14K- 27.23% |
$120K - $135K
|
3.06K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-214- 6.09% |
$22.4K - $25.3K
|
3.3K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
419+ 21.11% |
$43.8K - $49.5K
|
2.4K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 0.98% |
$89.3K - $101K
|
87.6K
$8.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 1.55% |
$4.92K - $5.55K
|
2.98K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-351- 5.34% |
$36.7K - $41.4K
|
6.22K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-425- 17.02% |
$44.5K - $50.2K
|
2.07K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.45K+ 2.16% |
$361K - $408K
|
163K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-507- 4.28% |
$53K - $59.9K
|
11.4K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 47.98% |
$273K - $308K
|
8.04K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-686- 15.86% |
$71.7K - $81K
|
3.64K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66KNew |
$383K - $432K
|
3.66K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-5- 0.25% |
$523 - $590
|
1.96K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-93- 1.15% |
$9.73K - $11K
|
8K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.72K+ 12.58% |
$180K - $203K
|
15.4K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
694+ 8.57% |
$72.6K - $81.9K
|
8.8K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.12K+ 4698.17% |
$536K - $605K
|
5.23K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
744+ 5.61% |
$77.8K - $87.8K
|
14K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.22K- 8.72% |
$128K - $144K
|
12.8K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.31K- 2.06% |
$451K - $509K
|
205K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-86- 1.71% |
$8.99K - $10.2K
|
4.93K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
840+ 1.72% |
$87.9K - $99.2K
|
49.8K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.65K+ 7876.19% |
$173K - $195K
|
1.68K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 5.48% |
$1.35M - $1.52M
|
222K
$21.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.99K- 1.94% |
$731K - $826K
|
353K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
413+ 2.09% |
$43.2K - $48.8K
|
20.2K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.52KNew |
$159K - $180K
|
1.52K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$11.5K - $13K
|
110
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.3KNew |
$1.08M - $1.21M
|
10.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.32K- 2.92% |
$138K - $155K
|
43.8K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5.25K- 5.04% |
$549K - $620K
|
98.8K
$9.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-446- 5.47% |
$46.6K - $52.7K
|
7.71K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
526+ 0.6% |
$55K - $62.1K
|
88K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.27K+ 25.28% |
$970K - $1.09M
|
45.9K
$4.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.03K+ 3.33% |
$317K - $358K
|
94K
$9.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-928- 1.73% |
$97.1K - $110K
|
52.8K
$5.2M
|