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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.3K- 85.59% |
$1.28M - $1.37M
|
2.24K
$216K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.7K- 29.25% |
$1.22M - $1.31M
|
30.8K
$2.97M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-12.4K- 8.4% |
$1.19M - $1.27M
|
135K
$13.1M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 93.25% |
$1.07M - $1.15M
|
810
$78.2K
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10.7K- 25.98% |
$1.03M - $1.1M
|
30.5K
$2.95M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.5K- 56.33% |
$1.01M - $1.08M
|
8.13K
$785K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-10K- 20.11% |
$963K - $1.03M
|
39.9K
$3.85M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.52K- 7.9% |
$817K - $876K
|
99.3K
$9.58M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.34K- 5.67% |
$800K - $858K
|
139K
$13.4M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.32K- 6.75% |
$798K - $855K
|
115K
$11.1M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.28K- 17.15% |
$698K - $748K
|
35.1K
$3.39M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-6.95K- 36.95% |
$666K - $714K
|
11.9K
$1.14M
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.79K- 7.8% |
$651K - $697K
|
80.2K
$7.74M
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.53K- 11.48% |
$626K - $671K
|
50.3K
$4.86M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.4K- 5.25% |
$614K - $658K
|
116K
$11.2M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-6.19K- 21.57% |
$593K - $636K
|
22.5K
$2.17M
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.06K- 6.78% |
$581K - $622K
|
83.3K
$8.04M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.45K- 6.73% |
$522K - $560K
|
75.5K
$7.28M
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.04K- 6.43% |
$483K - $517K
|
73.3K
$7.08M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.7K- 12.9% |
$451K - $483K
|
31.8K
$3.06M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.65K- 15.97% |
$446K - $478K
|
24.5K
$2.36M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.57K- 9.0% |
$439K - $470K
|
46.2K
$4.46M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.44K- 80.33% |
$426K - $457K
|
1.09K
$105K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.02K- 8.52% |
$386K - $414K
|
43.2K
$4.17M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.89K- 1.6% |
$372K - $399K
|
240K
$23.1M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.8K- 8.72% |
$364K - $391K
|
39.8K
$3.84M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.72K- 4.58% |
$356K - $382K
|
77.4K
$7.47M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.7K- 7.52% |
$355K - $380K
|
45.5K
$4.39M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.35K- 28.13% |
$321K - $344K
|
8.55K
$825K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.33K- 28.01% |
$319K - $342K
|
8.55K
$826K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.3K- 18.56% |
$316K - $339K
|
14.5K
$1.4M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.28K- 19.92% |
$315K - $337K
|
13.2K
$1.27M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.1K- 22.58% |
$297K - $318K
|
10.6K
$1.02M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.08K- 1.17% |
$295K - $317K
|
261K
$25.2M
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.99K- 19.94% |
$287K - $307K
|
12K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.96K- 27.24% |
$284K - $304K
|
7.91K
$763K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.92K- 32.01% |
$280K - $301K
|
6.21K
$599K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.83K- 1.37% |
$272K - $291K
|
204K
$19.7M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.83K- 24.73% |
$271K - $291K
|
8.62K
$832K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.79K- 12.34% |
$267K - $286K
|
19.8K
$1.91M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.78K- 1.29% |
$267K - $286K
|
214K
$20.6M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.76K- 19.24% |
$265K - $284K
|
11.6K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2.66K- 12.34% |
$255K - $273K
|
18.9K
$1.82M
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-2.29K- 0.78% |
$219K - $235K
|
291K
$28.1M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.29K- 22.6% |
$219K - $235K
|
7.83K
$755K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.19K- 24.9% |
$210K - $225K
|
6.6K
$637K
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.13K- 2.46% |
$204K - $219K
|
84.4K
$8.14M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-2.11K- 1.63% |
$203K - $217K
|
128K
$12.3M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.11K- 28.78% |
$202K - $217K
|
5.23K
$504K
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.05K- 23.02% |
$197K - $211K
|
6.87K
$663K
|