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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
279K+ 10761.02% |
$29.2M - $33M
|
282K
$31.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.4K+ 1294.3% |
$10.1M - $11.4M
|
104K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
65.8KNew |
$6.88M - $7.77M
|
65.8K
$7.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
48.2K+ 181.19% |
$5.05M - $5.7M
|
74.9K
$8.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
39.5K+ 152.39% |
$4.13M - $4.66M
|
65.4K
$7.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
31.3KNew |
$3.27M - $3.69M
|
31.3K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
25.6K+ 42.4% |
$2.67M - $3.02M
|
85.8K
$9.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17KNew |
$1.78M - $2.01M
|
17K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 49.49% |
$1.75M - $1.98M
|
50.6K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
16.6KNew |
$1.74M - $1.96M
|
16.6K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.3KNew |
$1.6M - $1.81M
|
15.3K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 14.77% |
$1.26M - $1.42M
|
93.7K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.66K+ 19.05% |
$1.01M - $1.14M
|
60.4K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.59KNew |
$898K - $1.01M
|
8.59K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8.25KNew |
$863K - $974K
|
8.25K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.18K+ 13.02% |
$646K - $729K
|
53.6K
$5.93M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.04K+ 124.88% |
$632K - $713K
|
10.9K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.75K+ 3.83% |
$602K - $679K
|
156K
$17.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
5.26K+ 10.86% |
$550K - $621K
|
53.7K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.25KNew |
$549K - $620K
|
5.25K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.24KNew |
$443K - $500K
|
4.24K
$468K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.96K+ 7.71% |
$414K - $468K
|
55.4K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.96KNew |
$414K - $467K
|
3.96K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.88K+ 15.48% |
$406K - $458K
|
28.9K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.74K+ 62.54% |
$391K - $441K
|
9.71K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.62K+ 5.52% |
$379K - $428K
|
69.2K
$7.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.6KNew |
$377K - $425K
|
3.6K
$398K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.55KNew |
$371K - $419K
|
3.55K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 63.26% |
$353K - $399K
|
8.72K
$963K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.16KNew |
$331K - $373K
|
3.16K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 669.63% |
$307K - $346K
|
3.37K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$303K - $342K
|
2.9K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.69K+ 7.14% |
$281K - $317K
|
40.4K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.59KNew |
$271K - $306K
|
2.59K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.49K+ 13.51% |
$260K - $294K
|
20.9K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$244K - $275K
|
2.33K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.3K+ 19.73% |
$241K - $272K
|
14K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.28KNew |
$238K - $269K
|
2.28K
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 1.05% |
$229K - $258K
|
211K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.18K+ 17.95% |
$228K - $258K
|
14.4K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$217K - $245K
|
2.08K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.07K+ 9.92% |
$216K - $244K
|
22.9K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 53.75% |
$213K - $240K
|
5.82K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.99K+ 2.26% |
$208K - $235K
|
89.9K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.84KNew |
$193K - $218K
|
1.84K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.69KNew |
$176K - $199K
|
1.69K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.65K+ 4.28% |
$173K - $195K
|
40.3K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.44KNew |
$151K - $170K
|
1.44K
$159K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.41K+ 21.08% |
$147K - $166K
|
8.08K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.35K+ 1.91% |
$141K - $159K
|
71.7K
$7.93M
|