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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14- 0.27% |
$1.34K - $1.44K
|
5.14K
$594K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 0.06% |
$1.05K - $1.13K
|
20K
$2.31M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-6- 10.34% |
$575 - $617
|
52
$6.01K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.55K- 92.27% |
$455K - $580K
|
465
$53.8K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.8K- 14.04% |
$230K - $292K
|
17.1K
$1.98M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.37K- 97.33% |
$194K - $247K
|
65
$7.52K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.92K- 2.2% |
$157K - $200K
|
85.4K
$9.88M
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.55K- 25.12% |
$127K - $161K
|
4.61K
$533K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.36K- 32.49% |
$112K - $142K
|
2.82K
$327K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.19K- 35.09% |
$97.7K - $124K
|
2.2K
$255K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-756- 8.27% |
$62.1K - $79K
|
8.38K
$970K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-699- 6.23% |
$57.4K - $73.1K
|
10.5K
$1.22M
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-585- 9.18% |
$48K - $61.2K
|
5.79K
$670K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-483- 1.0% |
$39.7K - $50.5K
|
47.8K
$5.52M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-410- 16.33% |
$33.7K - $42.9K
|
2.1K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-317- 8.03% |
$26K - $33.1K
|
3.63K
$420K
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-261- 3.95% |
$21.4K - $27.3K
|
6.34K
$733K
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-243- 2.71% |
$20K - $25.4K
|
8.72K
$1.01M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-228- 2.32% |
$18.7K - $23.8K
|
9.59K
$1.11M
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 6.31% |
$16.4K - $20.9K
|
2.97K
$344K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-192- 29.81% |
$15.8K - $20.1K
|
452
$52.3K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-98- 3.8% |
$8.05K - $10.2K
|
2.48K
$287K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-90- 3.84% |
$7.39K - $9.41K
|
2.25K
$261K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-85- 48.57% |
$6.98K - $8.89K
|
90
$10.4K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-68- 13.49% |
$5.58K - $7.11K
|
436
$50.4K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-42- 1.11% |
$3.45K - $4.39K
|
3.73K
$432K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 0.25% |
$2.46K - $3.14K
|
12.2K
$1.41M
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-28- 0.41% |
$2.3K - $2.93K
|
6.76K
$781K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-19- 0.1% |
$1.56K - $1.99K
|
19.7K
$2.27M
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.8K- 57.2% |
$2.87M - $3.31M
|
24.5K
$2.84M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 8.57% |
$881K - $1.01M
|
107K
$12.4M
|
|
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
$921K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.08K- 55.56% |
$182K - $209K
|
1.66K
$192K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.99K- 44.45% |
$175K - $201K
|
2.49K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.43K- 96.11% |
$126K - $145K
|
58
$6.71K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 10.35% |
$101K - $117K
|
10K
$1.16M
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.1K- 46.39% |
$96.4K - $111K
|
1.27K
$147K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-625- 33.33% |
$54.8K - $63K
|
1.25K
$145K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-500- 14.02% |
$43.8K - $50.4K
|
3.07K
$355K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-437- 12.29% |
$38.3K - $44.1K
|
3.12K
$361K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-352- 86.27% |
$30.8K - $35.5K
|
56
$6.48K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-320- 9.74% |
$28K - $32.3K
|
2.97K
$343K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-298- 30.85% |
$26.1K - $30K
|
668
$77.3K
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-278- 9.0% |
$24.4K - $28K
|
2.81K
$325K
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-247- 4.44% |
$21.6K - $24.9K
|
5.32K
$616K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-235- 7.08% |
$20.6K - $23.7K
|
3.09K
$357K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-190- 29.69% |
$16.7K - $19.2K
|
450
$52K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-141- 3.48% |
$12.4K - $14.2K
|
3.91K
$452K
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-95- 3.65% |
$8.33K - $9.58K
|
2.51K
$290K
|