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 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 0.16% |
$1.34K - $1.44K
|
8.92K
$861K
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-12- 0.22% |
$1.15K - $1.23K
|
5.35K
$517K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.06% |
$1.05K - $1.13K
|
20K
$1.93M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9- 0.32% |
$863 - $925
|
2.84K
$274K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 10.34% |
$575 - $617
|
52
$5.02K
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5- 0.24% |
$479 - $514
|
2.1K
$202K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$288 - $308
|
1.56K
$150K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-12.6K- 14.31% |
$1.04M - $1.32M
|
75.8K
$7.31M
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.55K- 92.27% |
$455K - $580K
|
465
$44.9K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.5K- 4.94% |
$451K - $575K
|
106K
$10.2M
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-4.85K- 27.28% |
$398K - $507K
|
12.9K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3K- 39.32% |
$246K - $314K
|
4.63K
$447K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.88K- 53.9% |
$236K - $301K
|
2.46K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.8K- 14.04% |
$230K - $292K
|
17.1K
$1.65M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.37K- 97.33% |
$194K - $247K
|
65
$6.27K
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.1K- 51.12% |
$172K - $220K
|
2.01K
$194K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.92K- 2.2% |
$157K - $200K
|
85.4K
$8.24M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 25.12% |
$127K - $161K
|
4.61K
$444K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.36K- 32.49% |
$112K - $142K
|
2.82K
$273K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.19K- 35.09% |
$97.7K - $124K
|
2.2K
$212K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.02K- 24.4% |
$83.5K - $106K
|
3.15K
$304K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-756- 8.27% |
$62.1K - $79K
|
8.38K
$809K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-699- 6.23% |
$57.4K - $73.1K
|
10.5K
$1.02M
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-585- 9.18% |
$48K - $61.2K
|
5.79K
$559K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-483- 1.0% |
$39.7K - $50.5K
|
47.8K
$4.61M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-410- 16.33% |
$33.7K - $42.9K
|
2.1K
$203K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-317- 8.03% |
$26K - $33.1K
|
3.63K
$350K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-312- 0.93% |
$25.6K - $32.6K
|
33.3K
$3.22M
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-261- 3.95% |
$21.4K - $27.3K
|
6.34K
$612K
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-250- 10.42% |
$20.5K - $26.1K
|
2.15K
$207K
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-243- 2.71% |
$20K - $25.4K
|
8.72K
$841K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-242- 2.62% |
$19.9K - $25.3K
|
9K
$869K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-230- 7.13% |
$18.9K - $24K
|
2.99K
$289K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-228- 2.32% |
$18.7K - $23.8K
|
9.59K
$925K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 6.31% |
$16.4K - $20.9K
|
2.97K
$287K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-98- 3.8% |
$8.05K - $10.2K
|
2.48K
$240K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-90- 3.84% |
$7.39K - $9.41K
|
2.25K
$217K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 48.57% |
$6.98K - $8.89K
|
90
$8.69K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-68- 13.49% |
$5.58K - $7.11K
|
436
$42.1K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-57- 1.79% |
$4.68K - $5.96K
|
3.13K
$302K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-55- 2.11% |
$4.52K - $5.75K
|
2.55K
$246K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-46- 12.43% |
$3.78K - $4.81K
|
324
$31.3K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-42- 1.11% |
$3.45K - $4.39K
|
3.73K
$360K
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-31- 0.35% |
$2.55K - $3.24K
|
8.75K
$844K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 0.25% |
$2.46K - $3.14K
|
12.2K
$1.18M
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-28- 0.41% |
$2.3K - $2.93K
|
6.76K
$652K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19- 0.85% |
$1.56K - $1.99K
|
2.22K
$215K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19- 0.1% |
$1.56K - $1.99K
|
19.7K
$1.9M
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.8K- 57.2% |
$2.87M - $3.31M
|
24.5K
$2.37M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 8.57% |
$881K - $1.01M
|
107K
$10.3M
|