Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.5K+ 769.11% |
$1.64M - $1.76M
|
17.5K
$1.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.4K+ 10.27% |
$996K - $1.06M
|
101K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
8.92KNew |
$944K - $1.01M
|
8.92K
$982K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.03KNew |
$638K - $682K
|
6.03K
$664K
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
5.7K+ 7.85% |
$604K - $645K
|
78.3K
$8.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.53K+ 310.96% |
$586K - $626K
|
7.31K
$806K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.21KNew |
$552K - $589K
|
5.21K
$574K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 17.6% |
$435K - $465K
|
27.5K
$3.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.87KNew |
$410K - $438K
|
3.87K
$427K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.16K+ 17.27% |
$334K - $357K
|
21.4K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.02KNew |
$319K - $341K
|
3.02K
$332K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.89K+ 5.59% |
$307K - $328K
|
54.7K
$6.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.56K+ 1.15% |
$271K - $289K
|
225K
$24.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.44K+ 226.3% |
$258K - $276K
|
3.51K
$387K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.4KNew |
$254K - $271K
|
2.4K
$264K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.8KNew |
$190K - $203K
|
1.8K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.19K+ 2.98% |
$126K - $135K
|
41.3K
$4.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 9.67% |
$123K - $132K
|
13.2K
$1.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
843+ 1.37% |
$89.3K - $95.4K
|
62.5K
$6.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
704+ 2.56% |
$74.6K - $79.7K
|
28.2K
$3.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573+ 30.33% |
$60.7K - $64.9K
|
2.46K
$271K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
315+ 14.99% |
$33.4K - $35.7K
|
2.42K
$266K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
293+ 3.21% |
$31K - $33.2K
|
9.43K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
280+ 1.58% |
$29.7K - $31.7K
|
18K
$1.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
219+ 5.58% |
$23.2K - $24.8K
|
4.14K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
194+ 2.43% |
$20.5K - $22K
|
8.17K
$901K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
190+ 2.83% |
$20.1K - $21.5K
|
6.91K
$761K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
164+ 4.34% |
$17.4K - $18.6K
|
3.94K
$434K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
130+ 2.92% |
$13.8K - $14.7K
|
4.59K
$506K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106+ 15.34% |
$11.2K - $12K
|
797
$87.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
104+ 2.88% |
$11K - $11.8K
|
3.72K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
93+ 39.74% |
$9.85K - $10.5K
|
327
$36K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
65+ 1.17% |
$6.88K - $7.36K
|
5.64K
$621K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 10.91% |
$6.46K - $6.9K
|
620
$68.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
54+ 0.45% |
$5.72K - $6.11K
|
12.1K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 2.48% |
$5.19K - $5.55K
|
2.02K
$223K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
32+ 1.21% |
$3.39K - $3.62K
|
2.67K
$294K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.47% |
$3.18K - $3.4K
|
6.43K
$709K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10+ 0.02% |
$1.06K - $1.13K
|
52.2K
$5.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7+ 0.32% |
$741 - $792
|
2.17K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.17% |
$635 - $679
|
3.6K
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.01% |
$424 - $453
|
53K
$5.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.2% |
$424 - $453
|
2K
$220K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.81% |
$212 - $226
|
250
$27.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $113
|
4.77K
$526K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $113
|
2.94K
$324K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 1.49% |
$106 - $113
|
68
$7.49K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.81% |
$106 - $113
|
125
$13.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $113
|
3.02K
$333K
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
412KNew |
$40.8M - $46.2M
|
412K
$45.4M
|
|