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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3+ 0.13% |
$282 - $306
|
2.24K
$236K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.4K+ 11.64% |
$1.27M - $1.37M
|
129K
$13.6M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
104+ 0.88% |
$9.79K - $10.6K
|
12K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
539+ 5.34% |
$50.7K - $55K
|
10.6K
$1.12M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-13.5K- 12.03% |
$1.27M - $1.38M
|
98.5K
$10.4M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.34K- 1.54% |
$126K - $137K
|
85.6K
$9.02M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-4.14K- 2.47% |
$389K - $423K
|
163K
$17.2M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-130- 8.0% |
$12.2K - $13.3K
|
1.49K
$157K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.72KNew |
$632K - $686K
|
6.72K
$708K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.26K+ 7.13% |
$401K - $435K
|
64K
$6.75M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.08K+ 4.78% |
$101K - $110K
|
23.6K
$2.49M
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-420- 16.03% |
$39.5K - $42.9K
|
2.2K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-109- 0.7% |
$10.3K - $11.1K
|
15.5K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.77KNew |
$826K - $896K
|
8.77K
$925K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.8K+ 6.75% |
$264K - $286K
|
44.3K
$4.67M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24.3K- 6.98% |
$2.28M - $2.48M
|
323K
$34.1M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.31K- 28.62% |
$123K - $134K
|
3.27K
$345K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-146- 2.29% |
$13.7K - $14.9K
|
6.23K
$657K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9- 0.18% |
$847 - $919
|
4.89K
$516K
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
5.28KNew |
$497K - $539K
|
5.28K
$556K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.13% |
$9.98K - $10.8K
|
9.5K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-564- 2.26% |
$53.1K - $57.6K
|
24.4K
$2.57M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.1K- 5.21% |
$1.8M - $1.95M
|
347K
$36.6M
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.79K- 6.1% |
$168K - $182K
|
27.5K
$2.9M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
156+ 6.65% |
$14.7K - $15.9K
|
2.5K
$264K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.27K+ 2.7% |
$402K - $436K
|
163K
$17.1M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19- 10.0% |
$1.79K - $1.94K
|
171
$18K
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
2.92K+ 7.62% |
$275K - $299K
|
41.3K
$4.35M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.4K- 22.58% |
$132K - $143K
|
4.8K
$506K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-51- 0.73% |
$4.8K - $5.21K
|
6.91K
$728K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-710- 10.85% |
$66.8K - $72.5K
|
5.83K
$615K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.72% |
$94.1 - $102
|
139
$14.7K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
489+ 2.13% |
$46K - $49.9K
|
23.4K
$2.47M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.03% |
$188 - $204
|
6.76K
$712K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.03K+ 26.55% |
$473K - $514K
|
24K
$2.53M
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-652- 5.97% |
$61.4K - $66.6K
|
10.3K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
877+ 0.73% |
$82.5K - $89.6K
|
121K
$12.7M
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 45.84% |
$97.5K - $106K
|
1.22K
$129K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.5K- 3.06% |
$2.02M - $2.19M
|
681K
$71.8M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-321- 2.8% |
$30.2K - $32.8K
|
11.1K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 2.83% |
$65.9K - $71.5K
|
25.5K
$2.68M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
320+ 0.71% |
$30.1K - $32.7K
|
45.1K
$4.76M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.47K+ 109.0% |
$421K - $456K
|
8.57K
$903K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
199+ 5.65% |
$18.7K - $20.3K
|
3.72K
$392K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.05K- 71.62% |
$757K - $822K
|
3.19K
$336K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
851+ 1.9% |
$80.1K - $86.9K
|
45.7K
$4.81M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-154- 1.27% |
$14.5K - $15.7K
|
12K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-183- 85.12% |
$17.2K - $18.7K
|
32
$3.37K
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.87KNew |
$553K - $600K
|
5.87K
$619K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.33K- 6.95% |
$219K - $237K
|
31.2K
$3.28M
|