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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$5.43K - $6.25K
|
2.31K
$267K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-42- 1.75% |
$3.68K - $4.23K
|
2.36K
$273K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-32- 0.96% |
$2.8K - $3.23K
|
3.31K
$383K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-27- 0.5% |
$2.37K - $2.72K
|
5.4K
$624K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-18- 0.68% |
$1.58K - $1.81K
|
2.63K
$304K
|
|
|
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
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-21.6K- 89.63% |
$1.89M - $2.06M
|
2.5K
$289K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20.9K- 91.25% |
$1.83M - $1.99M
|
2K
$231K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.79K- 80.94% |
$857K - $935K
|
2.3K
$266K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-6.47K- 41.89% |
$566K - $618K
|
8.97K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.26K- 56.81% |
$285K - $311K
|
2.48K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.44K- 38.81% |
$126K - $138K
|
2.27K
$262K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.43K- 21.39% |
$126K - $137K
|
5.27K
$609K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-1.43K- 36.05% |
$125K - $137K
|
2.54K
$293K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.38K- 10.27% |
$121K - $131K
|
12K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-816- 11.42% |
$71.5K - $78K
|
6.33K
$732K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-733- 23.71% |
$64.2K - $70K
|
2.36K
$273K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-675- 38.55% |
$59.1K - $64.5K
|
1.08K
$124K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-224- 3.6% |
$19.6K - $21.4K
|
5.99K
$693K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-138- 10.33% |
$12.1K - $13.2K
|
1.2K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-70- 0.69% |
$6.13K - $6.69K
|
10K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-54- 12.24% |
$4.73K - $5.16K
|
387
$44.8K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.5K- 58.24% |
$4.66M - $5.59M
|
37.6K
$4.35M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-608- 13.29% |
$54K - $64.8K
|
3.97K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-577- 17.52% |
$51.2K - $61.5K
|
2.72K
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-394- 10.91% |
$35K - $42K
|
3.22K
$372K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-387- 9.0% |
$34.4K - $41.2K
|
3.92K
$453K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-363- 35.66% |
$32.2K - $38.7K
|
655
$75.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-284- 3.39% |
$25.2K - $30.3K
|
8.09K
$936K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-168- 42.53% |
$14.9K - $17.9K
|
227
$26.3K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-159- 0.46% |
$14.1K - $16.9K
|
34.7K
$4.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-131- 0.44% |
$11.6K - $14K
|
29.9K
$3.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-110- 14.3% |
$9.77K - $11.7K
|
659
$76.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-69- 2.83% |
$6.13K - $7.35K
|
2.37K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-20- 1.53% |
$1.78K - $2.13K
|
1.29K
$149K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.21K- 39.9% |
$440K - $510K
|
7.85K
$907K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.77K- 25.16% |
$403K - $467K
|
14.2K
$1.64M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.08K- 99.87% |
$260K - $302K
|
4
$463
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.06KClosed |
$174K - $202K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 10.6% |
$142K - $165K
|
14.2K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.9% |
$127K - $147K
|
37K
$4.28M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.47K- 95.34% |
$124K - $144K
|
72
$8.33K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.34K- 13.77% |
$113K - $131K
|
8.38K
$969K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-946- 9.09% |
$80K - $92.7K
|
9.46K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-694- 84.02% |
$58.7K - $68K
|
132
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-666- 91.74% |
$56.3K - $65.3K
|
60
$6.94K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-434- 11.19% |
$36.7K - $42.5K
|
3.45K
$398K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-211- 8.12% |
$17.8K - $20.7K
|
2.39K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-120- 4.45% |
$10.1K - $11.8K
|
2.58K
$298K
|
|