Latest Institutional Sells of Ishares S&P Smallcap 600 Value (IJS)
This list provides information on the latest institutional transactions involving Ishares S&P Smallcap 600 Value (IJS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.61K- 8.16% |
$346K - $394K
|
40.7K
$4.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.98K- 22.4% |
$285K - $325K
|
10.3K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 3.02% |
$277K - $315K
|
92.9K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.84K- 17.15% |
$272K - $309K
|
13.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.83K- 1.74% |
$271K - $308K
|
160K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.7K- 5.29% |
$259K - $295K
|
48.4K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-2.69K- 20.1% |
$258K - $293K
|
10.7K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.65K- 7.69% |
$254K - $289K
|
31.9K
$3.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.62K- 36.95% |
$251K - $285K
|
4.46K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.58K- 3.93% |
$247K - $281K
|
63K
$7.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.53K- 4.82% |
$243K - $276K
|
50.1K
$5.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.42K- 5.53% |
$232K - $264K
|
41.4K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2.42K- 2.27% |
$231K - $263K
|
104K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 56.5% |
$217K - $247K
|
1.75K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.26K- 1.75% |
$216K - $246K
|
127K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.26K- 4.94% |
$216K - $246K
|
43.4K
$5.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.23K- 6.59% |
$214K - $243K
|
31.6K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.19K- 32.64% |
$210K - $239K
|
4.53K
$523K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.11K- 22.07% |
$202K - $230K
|
7.45K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.09K- 0.99% |
$200K - $228K
|
208K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.03K- 8.39% |
$194K - $221K
|
22.2K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.99K- 2.38% |
$191K - $217K
|
81.9K
$9.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.92K- 39.32% |
$184K - $210K
|
2.97K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 24.84% |
$172K - $196K
|
5.44K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.76K- 2.4% |
$168K - $192K
|
71.4K
$8.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.74K- 37.84% |
$167K - $190K
|
2.86K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.62K- 2.92% |
$155K - $176K
|
53.7K
$6.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.6K- 1.55% |
$154K - $175K
|
102K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.58K- 5.76% |
$152K - $172K
|
25.9K
$2.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.56K- 6.52% |
$150K - $171K
|
22.4K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.56K- 3.44% |
$149K - $170K
|
43.7K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.56K- 0.49% |
$149K - $170K
|
319K
$36.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 2.95% |
$147K - $167K
|
50.4K
$5.83M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 3.91% |
$146K - $166K
|
37.3K
$4.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.42K- 99.93% |
$136K - $155K
|
1
$116
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.4K- 8.85% |
$134K - $153K
|
14.4K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.4K- 21.21% |
$134K - $152K
|
5.19K
$600K
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 4.75% |
$125K - $142K
|
26.1K
$3.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.28K- 20.3% |
$122K - $139K
|
5.02K
$580K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.28K- 3.63% |
$122K - $139K
|
33.9K
$3.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.25K- 1.5% |
$120K - $136K
|
82K
$9.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.24K- 2.68% |
$119K - $136K
|
45.1K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.22K- 32.88% |
$117K - $133K
|
2.5K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.19K- 10.41% |
$114K - $129K
|
10.2K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.16K- 6.32% |
$111K - $126K
|
17.1K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.15K- 1.96% |
$110K - $125K
|
57.3K
$6.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 14.12% |
$108K - $123K
|
6.84K
$791K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.11K- 8.27% |
$107K - $121K
|
12.4K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 18.98% |
$107K - $121K
|
4.75K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.11K- 1.16% |
$106K - $121K
|
94.4K
$10.9M
|