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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
14.6K+ 6101.67% |
$1.3M - $1.55M
|
14.8K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$1.16M - $1.39M
|
13.1K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10.9KNew |
$969K - $1.16M
|
10.9K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.67KNew |
$503K - $604K
|
5.67K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.28KNew |
$380K - $456K
|
4.28K
$479K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.62KNew |
$322K - $386K
|
3.62K
$405K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.29KNew |
$292K - $350K
|
3.29K
$368K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$252K - $302K
|
2.84K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.77KNew |
$246K - $295K
|
2.77K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
444New |
$39.4K - $47.3K
|
444
$49.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400+ 36.36% |
$35.5K - $42.6K
|
1.5K
$168K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
370New |
$32.9K - $39.4K
|
370
$41.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
258New |
$22.9K - $27.5K
|
258
$28.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
108+ 0.58% |
$9.59K - $11.5K
|
18.6K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
81New |
$7.19K - $8.63K
|
81
$9.07K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
48+ 1.95% |
$4.26K - $5.11K
|
2.51K
$281K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
32New |
$2.84K - $3.41K
|
32
$3.58K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
26New |
$2.31K - $2.77K
|
26
$2.91K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25New |
$2.22K - $2.66K
|
25
$2.8K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12+ 0.48% |
$1.07K - $1.28K
|
2.5K
$280K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.07K - $1.28K
|
3.39K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
11+ 0.35% |
$977 - $1.17K
|
3.14K
$351K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$88.8 - $107
|
52
$5.82K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.18M - $1.37M
|
14K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10.3KNew |
$871K - $1.01M
|
10.3K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.89KNew |
$583K - $675K
|
6.89K
$771K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
5.97KNew |
$505K - $585K
|
5.97K
$668K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.91KNew |
$416K - $481K
|
4.91K
$550K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.5K+ 10.0% |
$380K - $441K
|
49.5K
$5.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.09KNew |
$346K - $401K
|
4.09K
$458K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.57KNew |
$302K - $350K
|
3.57K
$400K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.47KNew |
$293K - $340K
|
3.47K
$388K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$347K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.1KNew |
$262K - $304K
|
3.1K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
2.86KNew |
$241K - $280K
|
2.86K
$320K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.58KNew |
$218K - $252K
|
2.58K
$288K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.58KNew |
$218K - $252K
|
2.58K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$277K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$209K - $242K
|
2.47K
$276K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.4KNew |
$203K - $235K
|
2.4K
$269K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2.37KNew |
$200K - $232K
|
2.37K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.28KNew |
$193K - $224K
|
2.28K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.25KNew |
$190K - $221K
|
2.25K
$252K
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.2KNew |
$186K - $216K
|
2.2K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$172K - $199K
|
2.03K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
971+ 1674.14% |
$82.1K - $95.1K
|
1.03K
$115K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
800New |
$67.7K - $78.4K
|
800
$89.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
613+ 5.83% |
$51.8K - $60.1K
|
11.1K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
610New |
$51.6K - $59.8K
|
610
$68.3K
|
|