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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
548New |
$48K - $55.2K
|
548
$61.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
546+ 313.79% |
$47.9K - $55K
|
720
$80.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
545+ 4.38% |
$47.8K - $54.9K
|
13K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
503+ 0.94% |
$44.1K - $50.7K
|
54.2K
$6.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
403New |
$35.3K - $40.6K
|
403
$45.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$23.5K - $27K
|
268
$30K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
266New |
$23.3K - $26.8K
|
266
$29.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
220New |
$19.3K - $22.2K
|
220
$24.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$17.5K - $20.2K
|
200
$22.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
189+ 81.47% |
$16.6K - $19.1K
|
421
$47.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
96New |
$8.41K - $9.68K
|
96
$10.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
55New |
$4.82K - $5.55K
|
55
$6.16K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
45+ 1.37% |
$3.94K - $4.54K
|
3.34K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
33New |
$2.89K - $3.33K
|
33
$3.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27New |
$2.37K - $2.72K
|
27
$3.02K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
37.6KNew |
$3.29M - $3.59M
|
37.6K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.6KNew |
$1.02M - $1.11M
|
11.6K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.97KNew |
$348K - $380K
|
3.97K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.1KNew |
$272K - $296K
|
3.1K
$347K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.95KNew |
$258K - $282K
|
2.95K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.88KNew |
$252K - $275K
|
2.88K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.41KNew |
$211K - $230K
|
2.41K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
2.37KNew |
$208K - $226K
|
2.37K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.26KNew |
$198K - $216K
|
2.26K
$253K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.21KNew |
$193K - $211K
|
2.21K
$247K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.13KNew |
$187K - $204K
|
2.13K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.94K+ 24.36% |
$170K - $186K
|
9.93K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47KNew |
$129K - $141K
|
1.47K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$101K - $111K
|
1.16K
$130K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
817+ 1.56% |
$71.6K - $78.1K
|
53.1K
$5.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
527+ 12.07% |
$46.2K - $50.4K
|
4.89K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
413+ 12.66% |
$36.2K - $39.5K
|
3.68K
$411K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
376New |
$32.9K - $35.9K
|
376
$42.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
243+ 1.05% |
$21.3K - $23.2K
|
23.3K
$2.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$17.5K - $19.1K
|
200
$22.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
174+ 1.29% |
$15.2K - $16.6K
|
13.7K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
173+ 1.06% |
$15.2K - $16.5K
|
16.5K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
81New |
$7.09K - $7.74K
|
81
$9.07K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
54+ 2.39% |
$4.73K - $5.16K
|
2.31K
$259K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47+ 17.41% |
$4.12K - $4.49K
|
317
$35.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.89% |
$3.94K - $4.3K
|
2.42K
$271K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15+ 0.31% |
$1.31K - $1.43K
|
4.85K
$542K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
6New |
$526 - $573
|
6
$672
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4+ 0.07% |
$350 - $382
|
5.81K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$87.6 - $95.6
|
2.53K
$283K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
61.6KNew |
$5.47M - $6.56M
|
61.6K
$6.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
37.6K+ 6.22% |
$3.34M - $4.01M
|
642K
$71.9M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
25.6KNew |
$2.27M - $2.73M
|
25.6K
$2.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
21.3KNew |
$1.89M - $2.26M
|
21.3K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.2KNew |
$1.89M - $2.26M
|
21.2K
$2.38M
|
|