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 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100New |
$9.63K - $11.2K
|
100
$10.3K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.12KNew |
$782K - $911K
|
8.12K
$836K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
136+ 8.36% |
$13.1K - $15.3K
|
1.76K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-24- 1.8% |
$2.31K - $2.69K
|
1.31K
$135K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.7K- 27.65% |
$164K - $191K
|
4.44K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.94K- 18.07% |
$380K - $442K
|
17.9K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-433- 12.97% |
$41.7K - $48.6K
|
2.91K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.27K- 5.42% |
$218K - $254K
|
39.5K
$4.07M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.01% |
$289 - $337
|
35.6K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-70- 1.04% |
$6.74K - $7.86K
|
6.64K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-348- 2.88% |
$33.5K - $39.1K
|
11.7K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
638+ 15.51% |
$61.4K - $71.6K
|
4.75K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
188+ 2.96% |
$18.1K - $21.1K
|
6.54K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 11.04% |
$996K - $1.16M
|
104K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.06K+ 8.7% |
$487K - $568K
|
63.2K
$6.51M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
62+ 0.64% |
$5.97K - $6.96K
|
9.8K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.37K+ 16.59% |
$132K - $153K
|
9.6K
$988K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.38K- 28.27% |
$133K - $155K
|
3.51K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-342- 0.87% |
$32.9K - $38.4K
|
39K
$4.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
568+ 2.78% |
$54.7K - $63.7K
|
21K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-200- 2.09% |
$19.3K - $22.4K
|
9.38K
$966K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
86+ 28.48% |
$8.28K - $9.65K
|
388
$39.9K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-66K- 91.95% |
$6.35M - $7.4M
|
5.78K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
78.2KNew |
$7.53M - $8.78M
|
78.2K
$8.05M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.13% |
$193 - $224
|
1.53K
$157K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
61New |
$5.87K - $6.85K
|
61
$6.28K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13+ 0.24% |
$1.25K - $1.46K
|
5.43K
$559K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.95K+ 70.26% |
$381K - $444K
|
9.58K
$986K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-456- 2.04% |
$43.9K - $51.2K
|
21.9K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
213New |
$20.5K - $23.9K
|
213
$21.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$1.73K - $2.02K
|
18
$1.85K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-28.3K- 93.14% |
$2.72M - $3.17M
|
2.08K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.45% |
$289 - $337
|
664
$68.4K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-17.9K- 5.86% |
$1.72M - $2.01M
|
288K
$29.6M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-434- 4.21% |
$41.8K - $48.7K
|
9.87K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 4.52% |
$2.02K - $2.36K
|
444
$45.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-20- 18.18% |
$1.93K - $2.24K
|
90
$9.26K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-196- 2.55% |
$18.9K - $22K
|
7.51K
$773K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13+ 0.32% |
$1.25K - $1.46K
|
4.1K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-99.9K- 57.7% |
$9.62M - $11.2M
|
73.2K
$7.54M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 0.09% |
$2.02K - $2.36K
|
23K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 1.96% |
$96.3 - $112
|
52
$5.35K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-645- 81.54% |
$62.1K - $72.4K
|
146
$15K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.32K- 28.98% |
$224K - $260K
|
5.69K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-113- 0.69% |
$10.9K - $12.7K
|
16.2K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
422New |
$40.6K - $47.4K
|
422
$43.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-4.55K- 5.27% |
$438K - $510K
|
81.7K
$8.41M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-114- 2.35% |
$11K - $12.8K
|
4.73K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-13- 0.3% |
$1.25K - $1.46K
|
4.36K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.06% |
$2.89K - $3.37K
|
49.7K
$5.12M
|