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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-10- 0.32% |
$941 - $1.02K
|
3.14K
$331K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
568New |
$53.5K - $58K
|
568
$59.9K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
197+ 4.87% |
$18.5K - $20.1K
|
4.24K
$447K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 0.34% |
$3.86K - $4.19K
|
11.9K
$1.26M
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-322- 1.4% |
$30.3K - $32.9K
|
22.6K
$2.38M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-575- 1.28% |
$54.1K - $58.7K
|
44.4K
$4.68M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-12.5K- 55.47% |
$1.17M - $1.27M
|
10K
$1.06M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
404+ 7.94% |
$38K - $41.3K
|
5.5K
$579K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$94.1 - $102
|
294
$31K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14.2K- 1.77% |
$1.34M - $1.45M
|
786K
$82.8M
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-206- 3.32% |
$19.4K - $21K
|
6.01K
$633K
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-355- 4.27% |
$33.4K - $36.3K
|
7.97K
$840K
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-267- 5.93% |
$25.1K - $27.3K
|
4.24K
$447K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.1K+ 4.88% |
$198K - $215K
|
45.2K
$4.77M
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 2.18% |
$847 - $919
|
404
$42.6K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 2.0% |
$6.59K - $7.15K
|
3.57K
$376K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.97K- 18.76% |
$750K - $814K
|
34.5K
$3.64M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.17K- 7.97% |
$110K - $119K
|
13.5K
$1.42M
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-212- 0.81% |
$20K - $21.7K
|
26K
$2.74M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-135K- 57.78% |
$12.7M - $13.8M
|
98.5K
$10.4M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-4.58K- 8.99% |
$431K - $467K
|
46.3K
$4.89M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
38.5K+ 69.35% |
$3.63M - $3.93M
|
94.1K
$9.92M
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-38.9K- 53.11% |
$3.67M - $3.98M
|
34.4K
$3.62M
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-22- 0.38% |
$2.07K - $2.25K
|
5.73K
$604K
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-12K- 87.74% |
$1.13M - $1.22M
|
1.67K
$176K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 0.71% |
$1.41K - $1.53K
|
2.11K
$223K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-905- 1.8% |
$85.2K - $92.4K
|
49.4K
$5.21M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66+ 0.71% |
$6.21K - $6.74K
|
9.42K
$993K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.22% |
$282 - $306
|
1.39K
$146K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 6.98% |
$231K - $250K
|
37.6K
$3.96M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.09% |
$282 - $306
|
3.29K
$347K
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-232- 6.96% |
$21.8K - $23.7K
|
3.1K
$327K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60+ 2.21% |
$5.65K - $6.13K
|
2.77K
$292K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
497New |
$46.8K - $50.8K
|
497
$52.4K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-256- 3.21% |
$24.1K - $26.1K
|
7.73K
$815K
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
23+ 0.3% |
$2.16K - $2.35K
|
7.75K
$817K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 6.99% |
$1.51K - $1.63K
|
213
$22.5K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.54K+ 17.44% |
$239K - $259K
|
17.1K
$1.8M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-1.05K- 2.64% |
$99.1K - $108K
|
38.8K
$4.09M
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.16% |
$753 - $817
|
5.09K
$536K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
27+ 0.19% |
$2.54K - $2.76K
|
14K
$1.47M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-21.6K- 27.77% |
$2.04M - $2.21M
|
56.3K
$5.94M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-8.74K- 2.85% |
$822K - $892K
|
298K
$31.4M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-59K- 63.28% |
$5.55M - $6.03M
|
34.2K
$3.61M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-662- 0.86% |
$62.3K - $67.6K
|
76.7K
$8.09M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-365- 14.12% |
$34.4K - $37.3K
|
2.22K
$234K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
522+ 10.52% |
$49.1K - $53.3K
|
5.49K
$578K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.62K- 16.67% |
$153K - $166K
|
8.11K
$855K
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
122+ 1.66% |
$11.5K - $12.5K
|
7.46K
$786K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-723- 16.81% |
$68K - $73.8K
|
3.58K
$377K
|