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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.76KClosed |
$680K - $783K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.42K- 35.66% |
$387K - $445K
|
7.97K
$769K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.39K- 8.92% |
$385K - $443K
|
44.8K
$4.33M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.08K- 55.56% |
$182K - $209K
|
1.66K
$160K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.99K- 44.45% |
$175K - $201K
|
2.49K
$240K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.43K- 96.11% |
$126K - $145K
|
58
$5.6K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 10.35% |
$101K - $117K
|
10K
$967K
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.1K- 46.39% |
$96.4K - $111K
|
1.27K
$123K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-625- 33.33% |
$54.8K - $63K
|
1.25K
$121K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-500- 14.02% |
$43.8K - $50.4K
|
3.07K
$296K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-437- 12.29% |
$38.3K - $44.1K
|
3.12K
$301K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-352- 86.27% |
$30.8K - $35.5K
|
56
$5.4K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-320- 9.74% |
$28K - $32.3K
|
2.97K
$286K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-307- 2.61% |
$26.9K - $31K
|
11.5K
$1.11M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-298- 30.85% |
$26.1K - $30K
|
668
$64.5K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-278- 0.67% |
$24.4K - $28K
|
41.4K
$4M
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-278- 9.0% |
$24.4K - $28K
|
2.81K
$271K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-247- 4.44% |
$21.6K - $24.9K
|
5.32K
$514K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-235- 7.08% |
$20.6K - $23.7K
|
3.09K
$298K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-190- 29.69% |
$16.7K - $19.2K
|
450
$43.4K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-156- 1.52% |
$13.7K - $15.7K
|
10.1K
$975K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-146- 25.57% |
$12.8K - $14.7K
|
425
$41K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-141- 3.48% |
$12.4K - $14.2K
|
3.91K
$377K
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-131- 5.47% |
$11.5K - $13.2K
|
2.26K
$218K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-111- 6.4% |
$9.73K - $11.2K
|
1.62K
$157K
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 21.05% |
$8.76K - $10.1K
|
375
$36.2K
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-95- 3.65% |
$8.33K - $9.58K
|
2.51K
$242K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-65- 7.93% |
$5.7K - $6.55K
|
755
$72.9K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$5.43K - $6.25K
|
2.31K
$223K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 1.75% |
$3.68K - $4.23K
|
2.36K
$228K
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-32- 0.96% |
$2.8K - $3.23K
|
3.31K
$320K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-27- 0.5% |
$2.37K - $2.72K
|
5.4K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-25- 6.41% |
$2.19K - $2.52K
|
365
$35.2K
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-18- 0.68% |
$1.58K - $1.81K
|
2.63K
$254K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 22.92% |
$964 - $1.11K
|
37
$3.57K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6- 0.1% |
$526 - $605
|
6.2K
$598K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$351 - $403
|
0
$0
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47.9K- 92.13% |
$4.2M - $4.58M
|
4.09K
$395K
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-21.6K- 89.63% |
$1.89M - $2.06M
|
2.5K
$241K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20.9K- 91.25% |
$1.83M - $1.99M
|
2K
$193K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.79K- 80.94% |
$857K - $935K
|
2.3K
$222K
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.47K- 41.89% |
$566K - $618K
|
8.97K
$866K
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.26K- 56.81% |
$285K - $311K
|
2.48K
$239K
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.44K- 38.81% |
$126K - $138K
|
2.27K
$219K
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.43K- 21.39% |
$126K - $137K
|
5.27K
$509K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-1.43K- 36.05% |
$125K - $137K
|
2.54K
$245K
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.38K- 10.27% |
$121K - $131K
|
12K
$1.16M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-816- 11.42% |
$71.5K - $78K
|
6.33K
$611K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-733- 23.71% |
$64.2K - $70K
|
2.36K
$228K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-675- 38.55% |
$59.1K - $64.5K
|
1.08K
$104K
|