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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-76- 3.14% |
$7.15K - $7.76K
|
2.35K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-75- 20.0% |
$7.06K - $7.66K
|
300
$34.7K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-72- 10.3% |
$6.78K - $7.35K
|
627
$72.5K
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 0.75% |
$2.82K - $3.06K
|
3.97K
$459K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 30.59% |
$2.45K - $2.66K
|
59
$6.82K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.3% |
$1.88K - $2.04K
|
6.71K
$776K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19- 10.0% |
$1.79K - $1.94K
|
171
$19.8K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-16- 6.99% |
$1.51K - $1.63K
|
213
$24.6K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.41% |
$1.41K - $1.53K
|
3.66K
$423K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 2.18% |
$847 - $919
|
404
$46.7K
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-7- 53.85% |
$659 - $715
|
6
$694
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4- 0.13% |
$376 - $409
|
3.02K
$349K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-71.5K- 54.88% |
$6.86M - $7.35M
|
58.8K
$6.8M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-23.5K- 79.93% |
$2.25M - $2.42M
|
5.9K
$682K
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10.7K- 25.98% |
$1.03M - $1.1M
|
30.5K
$3.53M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.65K- 15.97% |
$446K - $478K
|
24.5K
$2.83M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.44K- 80.33% |
$426K - $457K
|
1.09K
$126K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.33K- 28.01% |
$319K - $342K
|
8.55K
$989K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-3.28K- 19.92% |
$315K - $337K
|
13.2K
$1.53M
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.05K- 23.02% |
$197K - $211K
|
6.87K
$794K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.41K- 7.42% |
$136K - $145K
|
17.7K
$2.04M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.21K- 10.36% |
$116K - $125K
|
10.5K
$1.21M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.06K- 1.98% |
$102K - $109K
|
52.8K
$6.1M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-909- 1.63% |
$87.2K - $93.4K
|
54.9K
$6.35M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-883- 9.32% |
$84.7K - $90.8K
|
8.59K
$994K
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-746- 4.3% |
$71.5K - $76.7K
|
16.6K
$1.92M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-734- 76.62% |
$70.4K - $75.4K
|
224
$25.9K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-672- 32.05% |
$64.4K - $69.1K
|
1.43K
$165K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-535- 15.43% |
$51.3K - $55K
|
2.93K
$339K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-508- 60.48% |
$48.7K - $52.2K
|
332
$38.4K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-500- 18.52% |
$47.9K - $51.4K
|
2.2K
$254K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-498- 55.83% |
$47.7K - $51.2K
|
394
$45.6K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-497- 7.34% |
$47.7K - $51.1K
|
6.27K
$725K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-317- 50.0% |
$30.4K - $32.6K
|
317
$36.7K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-290- 9.05% |
$27.8K - $29.8K
|
2.92K
$337K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-195- 9.72% |
$18.7K - $20K
|
1.81K
$210K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-167- 60.29% |
$16K - $17.2K
|
110
$12.7K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-165- 42.31% |
$15.8K - $17K
|
225
$26K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-164- 1.2% |
$15.7K - $16.9K
|
13.5K
$1.56M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-159- 36.72% |
$15.2K - $16.3K
|
274
$31.7K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-151- 92.07% |
$14.5K - $15.5K
|
13
$1.5K
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-103- 4.25% |
$9.88K - $10.6K
|
2.32K
$268K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 1.25% |
$9.59K - $10.3K
|
7.9K
$914K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 59.38% |
$7.29K - $7.81K
|
52
$6.01K
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-56- 2.43% |
$5.37K - $5.76K
|
2.25K
$260K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-49- 2.29% |
$4.7K - $5.04K
|
2.09K
$241K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-44- 6.75% |
$4.22K - $4.52K
|
608
$70.3K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-33- 86.84% |
$3.16K - $3.39K
|
5
$578
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 66.67% |
$2.49K - $2.67K
|
13
$1.5K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-16- 15.69% |
$1.53K - $1.64K
|
86
$9.95K
|