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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-198K- 97.47% |
$19M - $20.4M
|
5.16K
$498K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 14.79% |
$139K - $149K
|
8.33K
$804K
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-190- 1.46% |
$18.2K - $19.5K
|
12.8K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-234- 6.62% |
$22.4K - $24.1K
|
3.3K
$319K
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-114- 0.33% |
$10.9K - $11.7K
|
34.6K
$3.34M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.06% |
$1.05K - $1.13K
|
20K
$1.93M
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
132+ 0.25% |
$12.7K - $13.6K
|
53.5K
$5.16M
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-60- 1.42% |
$5.75K - $6.17K
|
4.16K
$401K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.1K+ 8.79% |
$2.69M - $2.89M
|
348K
$33.5M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-136- 1.0% |
$13K - $14K
|
13.4K
$1.29M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2M- 85.07% |
$115M - $123M
|
210K
$20.2M
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
19.9KNew |
$1.91M - $2.04M
|
19.9K
$1.92M
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-881- 8.3% |
$84.5K - $90.5K
|
9.73K
$939K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-108K- 29.03% |
$10.3M - $11.1M
|
263K
$25.4M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.44K- 80.33% |
$426K - $457K
|
1.09K
$105K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.34K- 5.67% |
$800K - $858K
|
139K
$13.4M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$95.9 - $103
|
1.33K
$128K
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-270- 6.2% |
$25.9K - $27.8K
|
4.08K
$394K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.78% |
$95.9 - $103
|
129
$12.4K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-575K- 99.52% |
$55.2M - $59.1M
|
2.78K
$268K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
451+ 4.68% |
$43.2K - $46.4K
|
10.1K
$973K
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
300+ 7.81% |
$28.8K - $30.8K
|
4.14K
$400K
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-52- 0.68% |
$4.99K - $5.34K
|
7.61K
$735K
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
839+ 7.4% |
$80.4K - $86.2K
|
12.2K
$1.18M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-80- 0.28% |
$7.67K - $8.22K
|
28.5K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-60.1K- 66.97% |
$5.76M - $6.18M
|
29.7K
$2.86M
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.33% |
$863 - $925
|
2.75K
$265K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-783K- 91.57% |
$75.1M - $80.5M
|
72.1K
$6.96M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-47K- 77.79% |
$4.51M - $4.83M
|
13.4K
$1.29M
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-266- 1.6% |
$25.5K - $27.3K
|
16.3K
$1.58M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.46K+ 6.59% |
$140K - $150K
|
23.5K
$2.27M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
774+ 0.9% |
$74.2K - $79.6K
|
86.9K
$8.39M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
150+ 2.55% |
$14.4K - $15.4K
|
6.04K
$583K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
265+ 1.62% |
$25.4K - $27.2K
|
16.7K
$1.61M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.1K+ 4.0% |
$105K - $113K
|
28.6K
$2.76M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.79K- 12.34% |
$267K - $286K
|
19.8K
$1.91M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
104+ 1.52% |
$9.97K - $10.7K
|
6.96K
$671K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-58- 1.11% |
$5.56K - $5.96K
|
5.16K
$498K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
912+ 1.65% |
$87.4K - $93.7K
|
56K
$5.41M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
691+ 0.93% |
$66.3K - $71K
|
75.3K
$7.26M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.39% |
$671 - $719
|
1.83K
$176K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
30.6K+ 1190.76% |
$2.93M - $3.14M
|
33.1K
$3.2M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-51- 1.58% |
$4.89K - $5.24K
|
3.18K
$307K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-287- 0.5% |
$27.5K - $29.5K
|
56.7K
$5.47M
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-290- 9.05% |
$27.8K - $29.8K
|
2.92K
$281K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.26K+ 1.41% |
$408K - $437K
|
306K
$29.6M
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-44- 0.97% |
$4.22K - $4.52K
|
4.47K
$432K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.4K+ 4.31% |
$1.57M - $1.68M
|
397K
$38.3M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-120- 5.45% |
$11.5K - $12.3K
|
2.08K
$201K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-497- 7.34% |
$47.7K - $51.1K
|
6.27K
$605K
|