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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
450+ 6.43% |
$43.1K - $49.1K
|
7.45K
$861K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-738- 48.17% |
$70.7K - $80.5K
|
794
$91.8K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.02% |
$575 - $654
|
34.3K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 1.88% |
$100K - $114K
|
56.7K
$6.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15- 0.55% |
$1.44K - $1.64K
|
2.7K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-200- 8.33% |
$19.2K - $21.8K
|
2.2K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.19K- 32.64% |
$210K - $239K
|
4.53K
$523K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-16- 0.6% |
$1.53K - $1.74K
|
2.66K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-31K- 12.91% |
$2.97M - $3.38M
|
209K
$24.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
361+ 4.67% |
$34.6K - $39.4K
|
8.09K
$936K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.28% |
$1.63K - $1.85K
|
6.06K
$701K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53+ 2.61% |
$5.08K - $5.78K
|
2.08K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.79% |
$1.05K - $1.2K
|
1.38K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-471- 7.74% |
$45.1K - $51.4K
|
5.62K
$650K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-27- 0.76% |
$2.59K - $2.94K
|
3.54K
$410K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
60+ 0.17% |
$5.75K - $6.54K
|
34.4K
$3.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-630- 21.28% |
$60.4K - $68.7K
|
2.33K
$270K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$165K - $187K
|
1.72K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.4K- 8.85% |
$134K - $153K
|
14.4K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.05% |
$479 - $545
|
9.6K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2KNew |
$192K - $218K
|
2K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 0.66% |
$6.9K - $7.85K
|
10.8K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-123- 2.1% |
$11.8K - $13.4K
|
5.75K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
720New |
$69K - $78.5K
|
720
$83.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-35- 6.16% |
$3.35K - $3.82K
|
533
$61.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.13KNew |
$396K - $450K
|
4.13K
$478K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.89KNew |
$181K - $206K
|
1.89K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-244- 42.14% |
$23.4K - $26.6K
|
335
$38.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-11.5K- 30.22% |
$1.1M - $1.26M
|
26.6K
$3.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-2- 0.04% |
$192 - $218
|
4.54K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.5KNew |
$1.2M - $1.37M
|
12.5K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
504New |
$48.3K - $55K
|
504
$58.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-228- 0.55% |
$21.8K - $24.9K
|
41.1K
$4.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 6.52% |
$150K - $171K
|
22.4K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.33K+ 1657.5% |
$127K - $145K
|
1.41K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
42.3K+ 150.85% |
$4.06M - $4.62M
|
70.4K
$8.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
18.4KNew |
$1.76M - $2.01M
|
18.4K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 2.95% |
$147K - $167K
|
50.4K
$5.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.86KNew |
$178K - $203K
|
1.86K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.25K- 1.5% |
$120K - $136K
|
82K
$9.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.6K- 1.55% |
$154K - $175K
|
102K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7- 0.01% |
$671 - $763
|
65.8K
$7.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
4K+ 3.17% |
$383K - $436K
|
130K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15.9K- 4.92% |
$1.53M - $1.74M
|
308K
$35.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
120+ 5.58% |
$11.5K - $13.1K
|
2.27K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-47- 0.54% |
$4.5K - $5.12K
|
8.7K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-400- 7.43% |
$38.3K - $43.6K
|
4.98K
$576K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.76K+ 13.31% |
$168K - $192K
|
15K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11+ 0.49% |
$1.05K - $1.2K
|
2.25K
$260K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$192 - $218
|
5.01K
$579K
|