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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-418- 13.96% |
$39.3K - $42.7K
|
2.58K
$272K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-47- 0.19% |
$4.42K - $4.8K
|
24.2K
$2.55M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.47% |
$2.07K - $2.25K
|
4.7K
$495K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 2.46% |
$65.9K - $71.5K
|
27.8K
$2.93M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.6K+ 11.96% |
$151K - $164K
|
15K
$1.58M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.21K+ 0.92% |
$208K - $226K
|
242K
$25.5M
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.06KNew |
$288K - $312K
|
3.06K
$322K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.9K- 12.44% |
$6.76M - $7.34M
|
506K
$53.3M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
19.7K+ 1.37% |
$1.86M - $2.01M
|
1.46M
$154M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-42- 5.64% |
$3.95K - $4.29K
|
703
$74.1K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.56K- 21.14% |
$241K - $262K
|
9.56K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-4.06K- 20.44% |
$382K - $415K
|
15.8K
$1.67M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-192- 13.94% |
$18.1K - $19.6K
|
1.19K
$125K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-25K- 1.62% |
$2.35M - $2.55M
|
1.52M
$161M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.91K- 1.5% |
$180K - $195K
|
126K
$13.3M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-218- 27.56% |
$20.5K - $22.3K
|
573
$60.4K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.4K+ 24.95% |
$131K - $143K
|
7K
$738K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.73K- 2.31% |
$163K - $177K
|
73.2K
$7.71M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 22.16% |
$108K - $117K
|
6.3K
$664K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
264+ 1.06% |
$24.8K - $27K
|
25.2K
$2.66M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$188 - $204
|
2.81K
$296K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
567New |
$53.4K - $57.9K
|
567
$59.8K
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1.8K+ 0.62% |
$169K - $184K
|
293K
$30.9M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
237+ 2.66% |
$22.3K - $24.2K
|
9.16K
$966K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-487- 2.36% |
$45.8K - $49.7K
|
20.2K
$2.13M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-44- 2.79% |
$4.14K - $4.49K
|
1.53K
$161K
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-13- 0.29% |
$1.22K - $1.33K
|
4.55K
$479K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.02% |
$94.1 - $102
|
5.65K
$595K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-378- 8.14% |
$35.6K - $38.6K
|
4.26K
$449K
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-862- 2.49% |
$81.1K - $88K
|
33.7K
$3.55M
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.01% |
$188 - $204
|
28.6K
$3.01M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.1K- 42.1% |
$1.42M - $1.54M
|
20.7K
$2.18M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
733New |
$69K - $74.9K
|
733
$77.3K
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-100- 1.32% |
$9.41K - $10.2K
|
7.5K
$791K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
608New |
$57.2K - $62.1K
|
608
$64.1K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-398- 0.95% |
$37.5K - $40.6K
|
41.5K
$4.38M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19+ 0.27% |
$1.79K - $1.94K
|
7.08K
$746K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-27.6K- 75.23% |
$2.6M - $2.82M
|
9.1K
$959K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-77- 9.91% |
$7.25K - $7.86K
|
700
$73.8K
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-97- 4.38% |
$9.13K - $9.91K
|
2.12K
$223K
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.12K+ 10.86% |
$293K - $318K
|
31.8K
$3.35M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-72- 10.3% |
$6.78K - $7.35K
|
627
$66.1K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.05K+ 21.29% |
$664K - $720K
|
40.2K
$4.23M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.75K+ 3.08% |
$165K - $179K
|
58.5K
$6.16M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.02K+ 8.83% |
$378K - $410K
|
49.5K
$5.21M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-216- 7.37% |
$20.3K - $22.1K
|
2.72K
$286K
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3- 0.05% |
$282 - $306
|
6.05K
$637K
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.18K- 1.39% |
$111K - $120K
|
83.2K
$8.77M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
99+ 0.5% |
$9.32K - $10.1K
|
20K
$2.11M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-516- 1.85% |
$48.6K - $52.7K
|
27.3K
$2.88M
|