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 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.66K- 32.3% |
$160K - $186K
|
3.47K
$358K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-1.63K- 5.62% |
$157K - $183K
|
27.4K
$2.82M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.62K- 10.3% |
$156K - $181K
|
14.1K
$1.45M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.6K- 9.08% |
$154K - $180K
|
16K
$1.65M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.49K- 26.24% |
$143K - $167K
|
4.18K
$430K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.4K- 11.4% |
$135K - $157K
|
10.9K
$1.12M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.38K- 28.27% |
$133K - $155K
|
3.51K
$361K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.37K- 3.07% |
$132K - $154K
|
43.3K
$4.46M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.36K- 0.84% |
$131K - $152K
|
161K
$16.6M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.35K- 7.92% |
$130K - $151K
|
15.7K
$1.61M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 3.35% |
$129K - $151K
|
38.7K
$3.98M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.33K- 36.32% |
$128K - $149K
|
2.33K
$240K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.27K- 2.4% |
$122K - $142K
|
51.6K
$5.31M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 14.58% |
$114K - $133K
|
6.94K
$714K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.1K- 5.26% |
$106K - $123K
|
19.8K
$2.04M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.07K- 20.11% |
$103K - $120K
|
4.25K
$437K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.05K- 1.83% |
$101K - $118K
|
56.3K
$5.79M
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.05K- 2.25% |
$101K - $118K
|
45.5K
$4.69M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 18.66% |
$98.9K - $115K
|
4.48K
$461K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 17.96% |
$97.7K - $114K
|
4.64K
$477K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.01K- 8.55% |
$96.9K - $113K
|
10.8K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-980- 9.32% |
$94.4K - $110K
|
9.53K
$981K
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-950- 1.38% |
$91.5K - $107K
|
67.7K
$6.96M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-912- 3.32% |
$87.8K - $102K
|
26.5K
$2.73M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-910- 4.51% |
$87.6K - $102K
|
19.3K
$1.99M
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-890- 1.1% |
$85.7K - $99.9K
|
80.1K
$8.24M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-848- 12.72% |
$81.7K - $95.2K
|
5.82K
$599K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-793- 0.44% |
$76.4K - $89K
|
179K
$18.5M
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-734- 8.8% |
$70.7K - $82.4K
|
7.6K
$783K
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-703- 1.23% |
$67.7K - $78.9K
|
56.3K
$5.8M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-690- 48.05% |
$66.4K - $77.4K
|
746
$76.8K
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-688- 4.41% |
$66.3K - $77.2K
|
14.9K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-684- 11.76% |
$65.9K - $76.8K
|
5.13K
$528K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-680- 0.85% |
$65.5K - $76.3K
|
79K
$8.14M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-678- 12.95% |
$65.3K - $76.1K
|
4.56K
$469K
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-663- 5.62% |
$63.8K - $74.4K
|
11.1K
$1.15M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-645- 81.54% |
$62.1K - $72.4K
|
146
$15K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-642- 7.69% |
$61.8K - $72.1K
|
7.7K
$793K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-634- 1.19% |
$61.1K - $71.2K
|
52.9K
$5.44M
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-634- 6.66% |
$61.1K - $71.2K
|
8.89K
$915K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-626- 2.22% |
$60.3K - $70.3K
|
27.6K
$2.84M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-614- 0.94% |
$59.1K - $68.9K
|
64.9K
$6.68M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-606- 0.78% |
$58.4K - $68K
|
77.4K
$7.96M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-574- 2.08% |
$55.3K - $64.4K
|
27K
$2.78M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-527- 1.92% |
$50.8K - $59.1K
|
26.9K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-512- 0.57% |
$49.3K - $57.5K
|
88.9K
$9.15M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-501- 26.0% |
$48.2K - $56.2K
|
1.43K
$147K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-496- 4.59% |
$47.8K - $55.7K
|
10.3K
$1.06M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-488- 10.25% |
$47K - $54.8K
|
4.28K
$440K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-482- 14.6% |
$46.4K - $54.1K
|
2.82K
$290K
|