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 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18+ 0.32% |
$1.73K - $1.85K
|
5.68K
$548K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
7.08K+ 4.42% |
$678K - $727K
|
167K
$16.1M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-470- 5.87% |
$45.1K - $48.3K
|
7.54K
$727K
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
388+ 16.93% |
$37.2K - $39.9K
|
2.68K
$259K
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.04% |
$288 - $308
|
8.31K
$801K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-171- 2.61% |
$16.4K - $17.6K
|
6.38K
$615K
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-655- 24.99% |
$62.8K - $67.3K
|
1.97K
$190K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
523K+ 51.01% |
$50.1M - $53.7M
|
1.55M
$149M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59.8K+ 178.38% |
$5.73M - $6.14M
|
93.3K
$9M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.36% |
$671 - $719
|
1.97K
$190K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.9K+ 62.75% |
$278K - $298K
|
7.52K
$725K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
357+ 13.78% |
$34.2K - $36.7K
|
2.95K
$284K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-20- 6.37% |
$1.92K - $2.06K
|
294
$28.4K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.8K+ 149.36% |
$5.74M - $6.15M
|
99.9K
$9.64M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-20.3K- 71.48% |
$1.95M - $2.09M
|
8.1K
$781K
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-963- 30.28% |
$92.3K - $99K
|
2.22K
$214K
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
24.8K+ 8.81% |
$2.38M - $2.55M
|
307K
$29.6M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35K+ 170.58% |
$3.36M - $3.6M
|
55.6K
$5.36M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.2K+ 197.45% |
$2.89M - $3.1M
|
45.4K
$4.38M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.2K+ 50.57% |
$115K - $123K
|
3.57K
$344K
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-40- 1.32% |
$3.84K - $4.11K
|
2.99K
$288K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.52K- 7.9% |
$817K - $876K
|
99.3K
$9.58M
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
197+ 0.39% |
$18.9K - $20.2K
|
51K
$4.92M
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-493- 0.73% |
$47.3K - $50.7K
|
67.1K
$6.48M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.7K- 29.25% |
$1.22M - $1.31M
|
30.8K
$2.97M
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.13K- 2.46% |
$204K - $219K
|
84.4K
$8.14M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-133K- 28.39% |
$12.7M - $13.6M
|
335K
$32.3M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.24K- 26.09% |
$119K - $128K
|
3.52K
$340K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-410- 4.89% |
$39.3K - $42.1K
|
7.98K
$770K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4.1KNew |
$393K - $421K
|
4.1K
$395K
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
400+ 6.32% |
$38.4K - $41.1K
|
6.73K
$649K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.02% |
$4.79K - $5.14K
|
4.97K
$480K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-108K- 90.24% |
$10.3M - $11.1M
|
11.7K
$1.13M
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22+ 0.35% |
$2.11K - $2.26K
|
6.25K
$603K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1K- 2.19% |
$96.3K - $103K
|
44.8K
$4.32M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-953- 53.33% |
$91.4K - $97.9K
|
834
$80.5K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.32% |
$863 - $925
|
2.84K
$274K
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.29K- 0.78% |
$219K - $235K
|
291K
$28.1M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.95K+ 10.54% |
$187K - $200K
|
20.4K
$1.97M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.02K- 8.52% |
$386K - $414K
|
43.2K
$4.17M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.57K- 36.59% |
$150K - $161K
|
2.71K
$262K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5.42K+ 2.32% |
$519K - $557K
|
239K
$23.1M
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-49- 0.2% |
$4.7K - $5.04K
|
24.2K
$2.34M
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
77+ 3.58% |
$7.38K - $7.91K
|
2.23K
$215K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-367- 12.44% |
$35.2K - $37.7K
|
2.58K
$249K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 93.25% |
$1.07M - $1.15M
|
810
$78.1K
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-267- 6.78% |
$25.6K - $27.4K
|
3.67K
$354K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
650+ 10.98% |
$62.3K - $66.8K
|
6.57K
$634K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-159- 2.44% |
$15.2K - $16.3K
|
6.36K
$613K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-466- 1.03% |
$44.7K - $47.9K
|
44.9K
$4.34M
|