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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.78K- 1.29% |
$267K - $286K
|
214K
$20.6M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.04K+ 1.4% |
$99.2K - $106K
|
74.9K
$7.23M
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
17+ 0.22% |
$1.63K - $1.75K
|
7.73K
$746K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-430- 1.57% |
$41.2K - $44.2K
|
27K
$2.61M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 59.38% |
$7.29K - $7.81K
|
52
$5.02K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-756- 0.67% |
$72.5K - $77.7K
|
112K
$10.8M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-498- 55.83% |
$47.7K - $51.2K
|
394
$38K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
466New |
$44.7K - $47.9K
|
466
$45K
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.11K- 5.54% |
$106K - $114K
|
18.9K
$1.83M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
137+ 2.63% |
$13.1K - $14.1K
|
5.35K
$516K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-138- 0.72% |
$13.2K - $14.2K
|
18.9K
$1.83M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-923- 11.25% |
$88.5K - $94.9K
|
7.28K
$703K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-267- 5.64% |
$25.6K - $27.4K
|
4.47K
$431K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.71K- 12.33% |
$163K - $175K
|
12.1K
$1.17M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-167- 60.29% |
$16K - $17.2K
|
110
$10.6K
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
515+ 16.78% |
$49.4K - $52.9K
|
3.58K
$346K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 230.63% |
$98.2K - $105K
|
1.47K
$142K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
293+ 1.44% |
$28.1K - $30.1K
|
20.7K
$1.99M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.91K+ 2.15% |
$471K - $505K
|
233K
$22.5M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.99K- 20.55% |
$190K - $204K
|
7.68K
$741K
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-89- 1.11% |
$8.53K - $9.15K
|
7.94K
$766K
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-303- 2.3% |
$29.1K - $31.1K
|
12.9K
$1.24M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08KNew |
$200K - $214K
|
2.08K
$201K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.3K- 18.56% |
$316K - $339K
|
14.5K
$1.4M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-256- 24.78% |
$24.5K - $26.3K
|
777
$75K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-159- 36.72% |
$15.2K - $16.3K
|
274
$26.4K
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-572- 2.13% |
$54.8K - $58.8K
|
26.2K
$2.53M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-974- 24.57% |
$93.4K - $100K
|
2.99K
$288K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
8+ 0.17% |
$767 - $822
|
4.75K
$458K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.83K- 1.37% |
$272K - $291K
|
204K
$19.7M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 10.34% |
$575 - $617
|
52
$5.02K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
9.08K+ 79.54% |
$870K - $933K
|
20.5K
$1.98M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-535- 15.43% |
$51.3K - $55K
|
2.93K
$283K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.45K- 6.73% |
$522K - $560K
|
75.5K
$7.28M
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.88% |
$17.8K - $19.1K
|
9.7K
$936K
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.51KNew |
$240K - $258K
|
2.51K
$242K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$95.9 - $103
|
9.36K
$903K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-49- 2.29% |
$4.7K - $5.04K
|
2.09K
$201K
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-95- 1.69% |
$9.11K - $9.76K
|
5.52K
$533K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
247New |
$23.7K - $25.4K
|
247
$23.8K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19- 0.54% |
$1.82K - $1.95K
|
3.5K
$338K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 31.1% |
$170K - $182K
|
3.92K
$378K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-6.19K- 21.57% |
$593K - $636K
|
22.5K
$2.17M
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
23.5KNew |
$2.25M - $2.41M
|
23.5K
$2.27M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.52K- 34.2% |
$146K - $157K
|
2.93K
$283K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
26.7K+ 1.89% |
$2.56M - $2.75M
|
1.44M
$139M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-233- 7.18% |
$22.3K - $23.9K
|
3.01K
$291K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.23% |
$863 - $925
|
4.01K
$386K
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$95.9 - $103
|
3.57K
$344K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-397- 3.83% |
$38.1K - $40.8K
|
9.96K
$961K
|