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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.5KNew |
$239K - $272K
|
2.5K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
291+ 8.33% |
$27.9K - $31.7K
|
3.78K
$438K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.04% |
$192 - $218
|
5.24K
$606K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-12- 0.15% |
$1.15K - $1.31K
|
7.99K
$924K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-61- 0.97% |
$5.84K - $6.65K
|
6.24K
$722K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269- 9.0% |
$25.8K - $29.3K
|
2.72K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.76K- 2.4% |
$168K - $192K
|
71.4K
$8.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 56.5% |
$217K - $247K
|
1.75K
$202K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.22% |
$5.37K - $6.11K
|
25.2K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.85K+ 181.41% |
$560K - $637K
|
9.07K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-269- 2.6% |
$25.8K - $29.3K
|
10.1K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.05% |
$479 - $545
|
9.42K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 7.88% |
$129K - $147K
|
18.4K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.8K+ 272.27% |
$2.37M - $2.7M
|
33.9K
$3.92M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-315- 11.66% |
$30.2K - $34.3K
|
2.39K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-584- 13.7% |
$56K - $63.7K
|
3.68K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.45K+ 1.77% |
$522K - $595K
|
314K
$36.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-12- 3.8% |
$1.15K - $1.31K
|
304
$35.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-235- 33.57% |
$22.5K - $25.6K
|
465
$53.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 3.02% |
$277K - $315K
|
92.9K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
828+ 3.03% |
$79.3K - $90.3K
|
28.2K
$3.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5+ 0.12% |
$479 - $545
|
4.2K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
106+ 2.5% |
$10.2K - $11.6K
|
4.35K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 3.91% |
$146K - $166K
|
37.3K
$4.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
411+ 16.04% |
$39.4K - $44.8K
|
2.97K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-22.3K- 2.84% |
$2.14M - $2.43M
|
764K
$88.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.09K- 0.99% |
$200K - $228K
|
208K
$24.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.42K- 2.27% |
$231K - $263K
|
104K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.03% |
$383 - $436
|
11.9K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$95.8 - $109
|
6.15K
$711K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-214- 0.28% |
$20.5K - $23.3K
|
76.5K
$8.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-412- 15.17% |
$39.5K - $44.9K
|
2.3K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.06K+ 2.83% |
$102K - $116K
|
38.7K
$4.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
91+ 15.88% |
$8.72K - $9.92K
|
664
$76.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.18% |
$862 - $981
|
5.1K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.77K- 10.25% |
$553K - $629K
|
50.5K
$5.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-16- 3.74% |
$1.53K - $1.74K
|
412
$47.7K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.11% |
$479 - $545
|
4.67K
$540K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-4.2K- 2.72% |
$403K - $458K
|
150K
$17.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.3KNew |
$1.08M - $1.23M
|
11.3K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.98K+ 80.23% |
$190K - $216K
|
4.45K
$515K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4- 0.09% |
$383 - $436
|
4.39K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
18+ 0.51% |
$1.72K - $1.96K
|
3.55K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-28- 0.07% |
$2.68K - $3.05K
|
39.8K
$4.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
294+ 10.66% |
$28.2K - $32.1K
|
3.05K
$353K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
12+ 0.27% |
$1.15K - $1.31K
|
4.47K
$517K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-277- 1.06% |
$26.5K - $30.2K
|
25.9K
$3M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
8.61KNew |
$825K - $939K
|
8.61K
$996K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.16K- 6.32% |
$111K - $126K
|
17.1K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-158- 0.24% |
$15.1K - $17.2K
|
65.5K
$7.58M
|