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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.53K- 4.82% |
$243K - $276K
|
50.1K
$5.79M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
92+ 7.01% |
$8.81K - $10K
|
1.4K
$162K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.96K+ 20.4% |
$475K - $540K
|
29.2K
$3.38M
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 4.75% |
$125K - $142K
|
26.1K
$3.02M
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.99K+ 6.98% |
$191K - $217K
|
30.5K
$3.53M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10+ 0.24% |
$958 - $1.09K
|
4.12K
$476K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.7KNew |
$1.22M - $1.38M
|
12.7K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
5.39K+ 9.81% |
$516K - $587K
|
60.3K
$6.97M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-45- 1.36% |
$4.31K - $4.91K
|
3.26K
$377K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-332- 0.74% |
$31.8K - $36.2K
|
44.7K
$5.17M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134+ 31.53% |
$12.8K - $14.6K
|
559
$64.7K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
74+ 1.22% |
$7.09K - $8.07K
|
6.12K
$708K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-271- 4.83% |
$26K - $29.5K
|
5.34K
$617K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
346+ 5.01% |
$33.2K - $37.7K
|
7.25K
$839K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.9K+ 6804.09% |
$4.78M - $5.44M
|
50.6K
$5.85M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.28K- 3.63% |
$122K - $139K
|
33.9K
$3.92M
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
27+ 0.35% |
$2.59K - $2.94K
|
7.78K
$900K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
6.72K+ 16.13% |
$644K - $733K
|
48.4K
$5.6M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42+ 12.32% |
$4.02K - $4.58K
|
383
$44.3K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-50- 2.12% |
$4.79K - $5.45K
|
2.31K
$267K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.39% |
$3.83K - $4.36K
|
10.3K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.36KNew |
$226K - $257K
|
2.36K
$273K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
220+ 4.25% |
$21.1K - $24K
|
5.4K
$624K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-197- 2.16% |
$18.9K - $21.5K
|
8.94K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-250- 2.42% |
$24K - $27.3K
|
10.1K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$14.4K - $16.4K
|
150
$17.3K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.16% |
$383 - $436
|
2.52K
$292K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $34.9K
|
320
$37K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-52.9K- 85.81% |
$5.07M - $5.77M
|
8.75K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-468- 0.89% |
$44.8K - $51K
|
52.4K
$6.06M
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.99K- 2.38% |
$191K - $217K
|
81.9K
$9.47M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-146- 3.53% |
$14K - $15.9K
|
4K
$462K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-80- 3.16% |
$7.66K - $8.72K
|
2.45K
$283K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$95.8 - $109
|
16
$1.85K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
142K+ 28.01% |
$13.6M - $15.4M
|
647K
$74.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.27K- 2.34% |
$601K - $684K
|
262K
$30.3M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-81- 2.92% |
$7.76K - $8.83K
|
2.69K
$311K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.74K- 3.31% |
$454K - $517K
|
139K
$16M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-526- 69.67% |
$50.4K - $57.3K
|
229
$26.5K
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-260- 52.31% |
$24.9K - $28.3K
|
237
$27.4K
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18+ 0.32% |
$1.72K - $1.96K
|
5.59K
$647K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.03K- 8.39% |
$194K - $221K
|
22.2K
$2.56M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.97KNew |
$189K - $215K
|
1.97K
$228K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
15New |
$1.44K - $1.64K
|
15
$1.73K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$766 - $872
|
3.08K
$356K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.34% |
$95.8 - $109
|
293
$33.9K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
58+ 2.52% |
$5.56K - $6.32K
|
2.36K
$273K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.39KNew |
$421K - $479K
|
4.39K
$508K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.31% |
$766 - $872
|
2.6K
$301K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.15% |
$383 - $436
|
2.63K
$304K
|