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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
180New |
$18.8K - $21.2K
|
180
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
334+ 6.05% |
$34.9K - $39.4K
|
5.86K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.31K+ 1.77% |
$555K - $627K
|
306K
$30.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
38+ 0.83% |
$3.97K - $4.49K
|
4.64K
$457K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
319+ 20.75% |
$33.4K - $37.7K
|
1.86K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.58K- 47.02% |
$270K - $305K
|
2.91K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-523- 2.33% |
$54.7K - $61.7K
|
21.9K
$2.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.54% |
$105 - $118
|
66
$6.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216+ 100.47% |
$22.6K - $25.5K
|
431
$42.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$105 - $118
|
3.28K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.2K- 1.46% |
$1.17M - $1.32M
|
752K
$74.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.25K+ 3.59% |
$967K - $1.09M
|
267K
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
230+ 0.67% |
$24.1K - $27.2K
|
34.7K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-692- 0.9% |
$72.4K - $81.7K
|
75.8K
$7.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.17KNew |
$855K - $965K
|
8.17K
$805K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
404+ 2.02% |
$42.3K - $47.7K
|
20.4K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-132- 1.63% |
$13.8K - $15.6K
|
7.96K
$784K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.83K+ 234.17% |
$714K - $806K
|
9.74K
$960K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
838+ 5.43% |
$87.6K - $98.9K
|
16.3K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
791New |
$82.7K - $93.4K
|
791
$77.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12- 3.58% |
$1.26K - $1.42K
|
323
$31.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-873- 11.71% |
$91.3K - $103K
|
6.58K
$649K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$105 - $118
|
413
$40.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19+ 0.4% |
$1.99K - $2.24K
|
4.72K
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$209 - $236
|
2.33K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 20.04% |
$117K - $132K
|
6.71K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-322- 1.45% |
$33.7K - $38K
|
21.8K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-189- 0.62% |
$19.8K - $22.3K
|
30.4K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
628+ 4.39% |
$65.7K - $74.1K
|
14.9K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 1.61% |
$6.28K - $7.08K
|
3.67K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
633+ 1.25% |
$66.2K - $74.7K
|
51.3K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19+ 0.31% |
$1.99K - $2.24K
|
6.14K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-3.44K- 3.91% |
$360K - $406K
|
84.6K
$8.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
797+ 1.12% |
$83.4K - $94.1K
|
71.8K
$7.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-198- 7.45% |
$20.7K - $23.4K
|
2.46K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.42% |
$1.78K - $2.01K
|
4.09K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
813+ 1.42% |
$85K - $96K
|
58.1K
$5.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.59K- 4.72% |
$167K - $188K
|
32.2K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-276- 3.2% |
$28.9K - $32.6K
|
8.34K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-14- 0.15% |
$1.46K - $1.65K
|
9.58K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
767+ 4.1% |
$80.2K - $90.5K
|
19.5K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.67K+ 3.67% |
$279K - $315K
|
75.3K
$7.42M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
179+ 3.67% |
$18.7K - $21.1K
|
5.06K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-706- 1.4% |
$73.8K - $83.3K
|
49.7K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.26K - $1.42K
|
3.07K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-106- 0.24% |
$11.1K - $12.5K
|
44K
$4.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
11.7K+ 14.33% |
$1.22M - $1.38M
|
93.4K
$9.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.85KNew |
$194K - $219K
|
1.85K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.98K+ 70.86% |
$626K - $706K
|
14.4K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-127- 59.62% |
$13.3K - $15K
|
86
$8.47K
|