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 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-634- 6.66% |
$61.1K - $71.2K
|
8.89K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.21% |
$193 - $224
|
966
$99.4K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.26% |
$1.73K - $2.02K
|
6.9K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40- 0.74% |
$3.85K - $4.49K
|
5.39K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.32K- 4.67% |
$320K - $373K
|
67.8K
$6.97M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
223New |
$21.5K - $25K
|
223
$23K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-110- 99.1% |
$10.6K - $12.3K
|
1
$103
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-26.2K- 1.75% |
$2.53M - $2.94M
|
1.47M
$152M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-30- 1.03% |
$2.89K - $3.37K
|
2.88K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 0.66% |
$8.86K - $10.3K
|
13.8K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-306- 6.86% |
$29.5K - $34.3K
|
4.16K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
72+ 0.66% |
$6.93K - $8.08K
|
11K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-18.4K- 9.95% |
$1.78M - $2.07M
|
167K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31- 0.39% |
$2.99K - $3.48K
|
7.97K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-452- 13.15% |
$43.5K - $50.7K
|
2.98K
$307K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.15K- 41.26% |
$207K - $241K
|
3.06K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.98K- 5.53% |
$383K - $447K
|
68K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41.6K- 5.53% |
$4.01M - $4.67M
|
711K
$73.2M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.41K+ 9.37% |
$328K - $383K
|
39.8K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.28KNew |
$412K - $480K
|
4.28K
$441K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-243- 1.58% |
$23.4K - $27.3K
|
15.1K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 3.56% |
$3.18K - $3.7K
|
959
$98.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-342- 11.37% |
$32.9K - $38.4K
|
2.67K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-606- 0.78% |
$58.4K - $68K
|
77.4K
$7.96M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.98K+ 1.24% |
$287K - $335K
|
243K
$25M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-126- 1.37% |
$12.1K - $14.1K
|
9.1K
$936K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.62K- 10.3% |
$156K - $181K
|
14.1K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-9.53K- 3.27% |
$917K - $1.07M
|
282K
$29M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.7K- 12.64% |
$260K - $303K
|
18.7K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
168+ 8.24% |
$16.2K - $18.9K
|
2.21K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-20- 0.89% |
$1.93K - $2.24K
|
2.22K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 11.82% |
$550K - $641K
|
54K
$5.56M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-443- 8.22% |
$42.7K - $49.7K
|
4.95K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 18.26% |
$12.9M - $15M
|
865K
$89.1M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-950- 1.38% |
$91.5K - $107K
|
67.7K
$6.96M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
154+ 0.35% |
$14.8K - $17.3K
|
44.2K
$4.55M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-64- 1.72% |
$6.16K - $7.18K
|
3.66K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.08K+ 8.48% |
$104K - $121K
|
13.8K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-76- 0.54% |
$7.32K - $8.53K
|
14K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.26KNew |
$314K - $366K
|
3.26K
$335K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
972New |
$93.6K - $109K
|
972
$100K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-160- 2.96% |
$15.4K - $18K
|
5.24K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-77- 0.65% |
$7.42K - $8.64K
|
11.7K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-678- 12.95% |
$65.3K - $76.1K
|
4.56K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.1KNew |
$202K - $235K
|
2.1K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
59K+ 2089.83% |
$5.68M - $6.62M
|
61.8K
$6.36M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
192+ 5.17% |
$18.5K - $21.5K
|
3.91K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-527- 1.92% |
$50.8K - $59.1K
|
26.9K
$2.77M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 4.14% |
$373K - $435K
|
97.4K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
85.1K+ 90.5% |
$8.19M - $9.55M
|
179K
$18.4M
|