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 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-618- 15.11% |
$54.1K - $59.1K
|
3.47K
$335K
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-349- 11.75% |
$30.6K - $33.4K
|
2.62K
$253K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-326- 1.19% |
$28.6K - $31.2K
|
27.1K
$2.62M
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-224- 3.6% |
$19.6K - $21.4K
|
5.99K
$578K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-138- 10.33% |
$12.1K - $13.2K
|
1.2K
$116K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-70- 0.69% |
$6.13K - $6.69K
|
10K
$966K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-54- 12.24% |
$4.73K - $5.16K
|
387
$37.3K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-35- 8.05% |
$3.07K - $3.34K
|
400
$38.6K
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.5K- 58.24% |
$4.66M - $5.59M
|
37.6K
$3.63M
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-608- 13.29% |
$54K - $64.8K
|
3.97K
$383K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-577- 17.52% |
$51.2K - $61.5K
|
2.72K
$262K
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-394- 10.91% |
$35K - $42K
|
3.22K
$310K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-387- 9.0% |
$34.4K - $41.2K
|
3.92K
$378K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-363- 35.66% |
$32.2K - $38.7K
|
655
$63.2K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-351- 10.81% |
$31.2K - $37.4K
|
2.9K
$279K
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-284- 3.39% |
$25.2K - $30.3K
|
8.09K
$781K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-168- 42.53% |
$14.9K - $17.9K
|
227
$21.9K
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-159- 0.46% |
$14.1K - $16.9K
|
34.7K
$3.35M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-131- 0.44% |
$11.6K - $14K
|
29.9K
$2.88M
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-110- 14.3% |
$9.77K - $11.7K
|
659
$63.6K
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-69- 2.83% |
$6.13K - $7.35K
|
2.37K
$229K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-20- 1.53% |
$1.78K - $2.13K
|
1.29K
$124K
|
|
Q4 2022 | |||||||
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.21K- 39.9% |
$465K - $510K
|
7.85K
$757K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.77K- 25.16% |
$426K - $467K
|
14.2K
$1.37M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.08K- 99.87% |
$275K - $302K
|
4
$386
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 10.6% |
$150K - $165K
|
14.2K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 3.9% |
$134K - $147K
|
37K
$3.57M
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.47K- 95.34% |
$131K - $144K
|
72
$6.95K
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.34K- 13.77% |
$120K - $131K
|
8.38K
$809K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-946- 9.09% |
$84.5K - $92.7K
|
9.46K
$913K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-694- 84.02% |
$62K - $68K
|
132
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-666- 91.74% |
$59.5K - $65.3K
|
60
$5.79K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-434- 11.19% |
$38.8K - $42.5K
|
3.45K
$332K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-254- 26.65% |
$22.7K - $24.9K
|
699
$67.5K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-211- 8.12% |
$18.8K - $20.7K
|
2.39K
$230K
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-120- 4.45% |
$10.7K - $11.8K
|
2.58K
$249K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-20- 0.5% |
$1.79K - $1.96K
|
3.97K
$383K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 42.11% |
$1.43K - $1.57K
|
22
$2.12K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-538K- 95.47% |
N/A
|
25.5K
$2.46M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-174K- 99.81% |
N/A
|
337
$32.5K
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-95.3KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-52.1K- 94.76% |
N/A
|
2.88K
$278K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-31.1K- 2.75% |
N/A
|
1.1M
$106M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-18.8K- 98.75% |
N/A
|
238
$23K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.7K- 94.55% |
N/A
|
674
$65K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-5.29K- 66.76% |
N/A
|
2.64K
$254K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.08KClosed |
N/A
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.25K- 57.63% |
N/A
|
3.13K
$302K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.71K- 20.28% |
N/A
|
10.7K
$1.03M
|