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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17- -0.0% |
$1.64K - $1.91K
|
1.39M
$144M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.12KNew |
$204K - $237K
|
2.12K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
275+ 11.8% |
$26.5K - $30.9K
|
2.61K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9.11K- 31.49% |
$877K - $1.02M
|
19.8K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.4K+ 1.59% |
$135K - $157K
|
89.4K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 21.81% |
$123K - $143K
|
7.11K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
563+ 2.35% |
$54.2K - $63.2K
|
24.5K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.82K+ 39.45% |
$175K - $204K
|
6.43K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
238+ 11.04% |
$22.9K - $26.7K
|
2.39K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.3% |
$1.35K - $1.57K
|
4.73K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2K- 40.43% |
$193K - $224K
|
2.95K
$306K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
36+ 0.24% |
$3.47K - $4.04K
|
14.9K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.97K+ 3.62% |
$382K - $446K
|
114K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.97K- 2.65% |
$190K - $221K
|
72.4K
$7.53M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21K+ 4.24% |
$213K - $248K
|
54.3K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$204K - $238K
|
2.12K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-337- 12.08% |
$32.5K - $37.8K
|
2.45K
$255K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.09K- 2.97% |
$586K - $683K
|
199K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-137- 0.28% |
$13.2K - $15.4K
|
49.5K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-663- 5.62% |
$63.8K - $74.4K
|
11.1K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.5K- 7.84% |
$3.42M - $3.98M
|
417K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
521+ 60.44% |
$50.2K - $58.5K
|
1.38K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-93.9K- 7.94% |
$9.05M - $10.5M
|
1.09M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.67K- 15.88% |
$450K - $524K
|
24.7K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
36.1KNew |
$3.47M - $4.05M
|
36.1K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.49K- 26.24% |
$143K - $167K
|
4.18K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
346+ 380.22% |
$33.3K - $38.8K
|
437
$45.4K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-196- 3.01% |
$18.9K - $22K
|
6.31K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
99.1KNew |
$9.54M - $11.1M
|
99.1K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-27.1K- 6.5% |
$2.61M - $3.04M
|
389K
$40.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26K- 7.35% |
$2.5M - $2.91M
|
327K
$34M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-471- 7.28% |
$45.4K - $52.9K
|
6K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.14K+ 30.33% |
$398K - $464K
|
17.8K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
97+ 4.03% |
$9.34K - $10.9K
|
2.5K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
191New |
$18.4K - $21.4K
|
191
$19.9K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79+ 2.17% |
$7.61K - $8.87K
|
3.72K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-257- 2.98% |
$24.7K - $28.8K
|
8.38K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.69K+ 1.16% |
$451K - $526K
|
409K
$42.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-52- 1.84% |
$5.01K - $5.84K
|
2.78K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
161+ 7.21% |
$15.5K - $18.1K
|
2.39K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.76KNew |
$265K - $309K
|
2.76K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
438+ 4.98% |
$42.2K - $49.2K
|
9.23K
$960K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.83K- 13.58% |
$176K - $205K
|
11.6K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
816+ 4.15% |
$78.6K - $91.6K
|
20.5K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$19.3K - $22.4K
|
200
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.33K+ 36.25% |
$128K - $150K
|
5.01K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
920+ 1.8% |
$88.6K - $103K
|
52.1K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30+ 0.92% |
$2.89K - $3.37K
|
3.31K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.22% |
$482 - $561
|
2.31K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.12% |
$867 - $1.01K
|
7.29K
$758K
|