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 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 22.43% |
$188K - $219K
|
10.6K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
32.9K+ 1963.34% |
$3.17M - $3.69M
|
34.6K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 27.54% |
$367K - $427K
|
10K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-425- 7.5% |
$40.9K - $47.7K
|
5.24K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.16KNew |
$208K - $242K
|
2.16K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
593+ 29650.0% |
$57.1K - $66.6K
|
595
$61.2K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.34K+ 15.98% |
$707K - $823K
|
53.2K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.28% |
$963 - $1.12K
|
3.57K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
60New |
$5.78K - $6.73K
|
60
$6.18K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
17.4KNew |
$1.68M - $1.96M
|
17.4K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.93K+ 7.39% |
$475K - $553K
|
71.6K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.37K- 3.07% |
$132K - $154K
|
43.3K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$8.67K - $10.1K
|
90
$9.26K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.84K+ 16.73% |
$851K - $992K
|
61.7K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-74.3K- 84.85% |
$7.16M - $8.34M
|
13.3K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.6K- 16.82% |
$250K - $291K
|
12.8K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-684- 11.76% |
$65.9K - $76.8K
|
5.13K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.67K- 3.54% |
$546K - $636K
|
155K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
216+ 4.75% |
$20.8K - $24.2K
|
4.77K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-6.75K- 25.12% |
$650K - $758K
|
20.1K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-278K- 7.95% |
$26.8M - $31.2M
|
3.22M
$332M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.6K- 2.39% |
$8.14M - $9.49M
|
3.46M
$356M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-793- 0.44% |
$76.4K - $89K
|
179K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.57KNew |
$247K - $288K
|
2.57K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-400- 7.35% |
$38.5K - $44.9K
|
5.04K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-434- 2.99% |
$41.8K - $48.7K
|
14.1K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
225+ 7.36% |
$21.7K - $25.3K
|
3.28K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
108K+ 1553.52% |
$10.4M - $12.1M
|
115K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24- 0.4% |
$2.31K - $2.69K
|
5.94K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.77KNew |
$267K - $311K
|
2.77K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.5K- 32.09% |
$4M - $4.66M
|
87.8K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.3K- 5.62% |
$2.63M - $3.07M
|
459K
$47.3M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
489+ 0.59% |
$47.1K - $54.9K
|
83.4K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 10.73% |
$2.29M - $2.67M
|
246K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11K+ 7.99% |
$1.06M - $1.23M
|
149K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-912- 3.32% |
$87.8K - $102K
|
26.5K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 1.14% |
$963 - $1.12K
|
865
$89K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
957+ 33.05% |
$92.2K - $107K
|
3.85K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
2.4KNew |
$231K - $270K
|
2.4K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
27.5K+ 8.97% |
$2.65M - $3.08M
|
334K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.24K+ 58.65% |
$216K - $252K
|
6.07K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-23- 0.67% |
$2.21K - $2.58K
|
3.43K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.82K- 12.67% |
$561K - $653K
|
40.1K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
324+ 6.58% |
$31.2K - $36.4K
|
5.25K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.36K- 5.83% |
$709K - $826K
|
119K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-14- 0.1% |
$1.35K - $1.57K
|
14K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26+ 0.11% |
$2.5K - $2.92K
|
24K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.88K- 28.36% |
$181K - $211K
|
4.75K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
94.1KNew |
$9.06M - $10.6M
|
94.1K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.66KNew |
$448K - $522K
|
4.66K
$479K
|