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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-437Closed |
$24.9K - $29.3K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.43KClosed |
$138K - $163K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$638K - $751K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.38KClosed |
$192K - $226K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-62Closed |
$3.53K - $4.16K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.45K- 6.67% |
$65.9K - $101K
|
20.4K
$2.09M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-104Closed |
$4.71K - $7.21K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24Closed |
$1.09K - $1.66K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.17KClosed |
$143K - $220K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.92KClosed |
$86.7K - $133K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-225Closed |
$10.2K - $15.6K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.16KClosed |
$143K - $219K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-170Closed |
$7.7K - $11.8K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-34Closed |
$1.54K - $2.36K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3K+ 483.94% |
$650K - $994K
|
17.3K
$1.78M
|
|
|
Jul 29, 2020
Q2 2020
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-5.34KClosed |
$242K - $370K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-10.2KClosed |
$463K - $708K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-77Closed |
$3.49K - $5.34K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.07KClosed |
$320K - $490K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 09, 2023
Q1 2020
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-277Closed |
$12.2K - $22.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3Closed |
$133 - $243
|
0
$0
|
|
|
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
|
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
|
|
|
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
|
|