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 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
282New |
$27.2K - $31.6K
|
282
$29K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.98KClosed |
$287K - $335K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
585+ 4.24% |
$56.3K - $65.7K
|
14.4K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.03% |
$193 - $224
|
7.71K
$794K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
721+ 32.82% |
$69.4K - $80.9K
|
2.92K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.9K- 14.14% |
$1.44M - $1.68M
|
90.8K
$9.34M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 14.58% |
$114K - $133K
|
6.94K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-19K- 31.92% |
$1.83M - $2.13M
|
40.5K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
324+ 162.81% |
$31.2K - $36.4K
|
523
$53.8K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-424- 0.97% |
$40.8K - $47.6K
|
43.4K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-848- 12.72% |
$81.7K - $95.2K
|
5.82K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.44K+ 9.35% |
$331K - $386K
|
40.2K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.27K+ 7.41% |
$219K - $255K
|
32.9K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.72K+ 1.39% |
$262K - $305K
|
199K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.26KNew |
$506K - $590K
|
5.26K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2K+ 10.0% |
$193K - $224K
|
22K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
90+ 1.71% |
$8.67K - $10.1K
|
5.34K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.8K- 13.11% |
$4.22M - $4.92M
|
290K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 0.38% |
$324K - $378K
|
886K
$91.2M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.63K+ 9.72% |
$350K - $407K
|
41K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-634- 1.19% |
$61.1K - $71.2K
|
52.9K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 8.97% |
$1.25K - $1.46K
|
132
$13.6K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.05K- 2.25% |
$101K - $118K
|
45.5K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-356- 20.09% |
$34.3K - $40K
|
1.42K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.8KNew |
$1.72M - $2M
|
17.8K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17- -0.0% |
$1.64K - $1.91K
|
1.39M
$143M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.12KNew |
$204K - $237K
|
2.12K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
275+ 11.8% |
$26.5K - $30.9K
|
2.61K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.11K- 31.49% |
$877K - $1.02M
|
19.8K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.4K+ 1.59% |
$135K - $157K
|
89.4K
$9.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 21.81% |
$123K - $143K
|
7.11K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
563+ 2.35% |
$54.2K - $63.2K
|
24.5K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 39.45% |
$175K - $204K
|
6.43K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
238+ 11.04% |
$22.9K - $26.7K
|
2.39K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.3% |
$1.35K - $1.57K
|
4.73K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2K- 40.43% |
$193K - $224K
|
2.95K
$303K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
36+ 0.24% |
$3.47K - $4.04K
|
14.9K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.97K+ 3.62% |
$382K - $446K
|
114K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.97K- 2.65% |
$190K - $221K
|
72.4K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21K+ 4.24% |
$213K - $248K
|
54.3K
$5.59M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$204K - $238K
|
2.12K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-337- 12.08% |
$32.5K - $37.8K
|
2.45K
$253K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.09K- 2.97% |
$586K - $683K
|
199K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137- 0.28% |
$13.2K - $15.4K
|
49.5K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-663- 5.62% |
$63.8K - $74.4K
|
11.1K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.5K- 7.84% |
$3.42M - $3.98M
|
417K
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
521+ 60.44% |
$50.2K - $58.5K
|
1.38K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-93.9K- 7.94% |
$9.05M - $10.5M
|
1.09M
$112M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.67K- 15.88% |
$450K - $524K
|
24.7K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
36.1KNew |
$3.47M - $4.05M
|
36.1K
$3.71M
|