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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.99K- 20.55% |
$190K - $204K
|
7.68K
$741K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.95K- 3.56% |
$187K - $201K
|
52.9K
$5.1M
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.9K- 11.47% |
$182K - $195K
|
14.6K
$1.41M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.82K- 1.86% |
$175K - $187K
|
96.1K
$9.27M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.82K- 2.3% |
$175K - $187K
|
77.2K
$7.45M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.77K- 31.1% |
$170K - $182K
|
3.92K
$378K
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.76K- 1.91% |
$169K - $181K
|
90.3K
$8.72M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.71K- 12.33% |
$163K - $175K
|
12.1K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.64K- 12.45% |
$157K - $169K
|
11.5K
$1.11M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.57K- 36.59% |
$150K - $161K
|
2.71K
$262K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.52K- 34.2% |
$146K - $157K
|
2.93K
$283K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.46K- 1.66% |
$140K - $150K
|
86.3K
$8.33M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 14.79% |
$139K - $149K
|
8.33K
$804K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.41K- 7.42% |
$136K - $145K
|
17.7K
$1.7M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.39K- 3.99% |
$133K - $143K
|
33.5K
$3.23M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 0.65% |
$126K - $135K
|
201K
$19.4M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.3K- 0.28% |
$124K - $133K
|
461K
$44.5M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.28K- 2.95% |
$122K - $131K
|
41.9K
$4.04M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.24K- 26.09% |
$119K - $128K
|
3.52K
$340K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.22K- 1.07% |
$117K - $125K
|
113K
$10.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.21K- 10.36% |
$116K - $125K
|
10.5K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2K- 33.47% |
$115K - $123K
|
2.39K
$230K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.15K- 0.72% |
$111K - $119K
|
159K
$15.4M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 27.37% |
$110K - $118K
|
3.04K
$293K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.13K- 13.17% |
$109K - $116K
|
7.47K
$721K
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.13K- 4.69% |
$108K - $116K
|
22.9K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.11K- 17.91% |
$107K - $114K
|
5.09K
$491K
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.11K- 5.54% |
$106K - $114K
|
18.9K
$1.83M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.06K- 1.98% |
$102K - $109K
|
52.8K
$5.09M
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.05K- 4.78% |
$101K - $108K
|
20.9K
$2.02M
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.03K- 3.35% |
$98.5K - $106K
|
29.7K
$2.86M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1K- 2.19% |
$96.3K - $103K
|
44.8K
$4.32M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-995- 2.29% |
$95.4K - $102K
|
42.5K
$4.1M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-974- 24.57% |
$93.4K - $100K
|
2.99K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-972- 3.53% |
$93.2K - $99.9K
|
26.6K
$2.56M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-963- 30.28% |
$92.3K - $99K
|
2.22K
$214K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-953- 53.33% |
$91.4K - $97.9K
|
834
$80.5K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-923- 11.25% |
$88.5K - $94.9K
|
7.28K
$703K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-909- 1.63% |
$87.2K - $93.4K
|
54.9K
$5.3M
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-896- 25.11% |
$85.9K - $92.1K
|
2.67K
$258K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-888- 16.04% |
$85.1K - $91.3K
|
4.65K
$449K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-883- 9.32% |
$84.7K - $90.8K
|
8.59K
$829K
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-881- 8.3% |
$84.5K - $90.5K
|
9.73K
$939K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-862- 27.61% |
$82.6K - $88.6K
|
2.26K
$218K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-846- 0.16% |
$81.1K - $87K
|
522K
$50.3M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-829- 2.21% |
$79.5K - $85.2K
|
36.7K
$3.54M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-816- 0.89% |
$78.2K - $83.9K
|
91.2K
$8.8M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-795- 3.35% |
$76.2K - $81.7K
|
22.9K
$2.21M
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-794- 23.94% |
$76.1K - $81.6K
|
2.52K
$243K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-786- 8.96% |
$75.4K - $80.8K
|
7.99K
$771K
|