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 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.96K+ 169.39% |
$407K - $518K
|
7.89K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.7KNew |
$386K - $491K
|
4.7K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.8KNew |
$312K - $397K
|
3.8K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$287K - $366K
|
3.5K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.24KNew |
$266K - $338K
|
3.24K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.22KNew |
$264K - $336K
|
3.22K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.86KNew |
$235K - $299K
|
2.86K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.8KNew |
$230K - $292K
|
2.8K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.14KNew |
$175K - $223K
|
2.14K
$220K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.08KNew |
$171K - $217K
|
2.08K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.05KNew |
$168K - $214K
|
2.05K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2KNew |
$165K - $209K
|
2K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.95KNew |
$160K - $204K
|
1.95K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.92KNew |
$158K - $201K
|
1.92K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.91KNew |
$156K - $199K
|
1.91K
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
820New |
$67.3K - $85.7K
|
820
$84.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
300New |
$24.6K - $31.4K
|
300
$30.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
300+ 50.0% |
$24.6K - $31.4K
|
900
$92.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
237New |
$19.5K - $24.8K
|
237
$24.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
236New |
$19.4K - $24.7K
|
236
$24.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
178+ 6.51% |
$14.6K - $18.6K
|
2.91K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
147New |
$12.1K - $15.4K
|
147
$15.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
145New |
$11.9K - $15.2K
|
145
$14.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
107+ 27.94% |
$8.78K - $11.2K
|
490
$50.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
100+ 200.0% |
$8.21K - $10.5K
|
150
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
88New |
$7.22K - $9.2K
|
88
$9.06K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
82New |
$6.73K - $8.57K
|
82
$8.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
54+ 1.45% |
$4.43K - $5.64K
|
3.77K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
41New |
$3.37K - $4.29K
|
41
$4.22K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
38New |
$3.12K - $3.97K
|
38
$3.91K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
32New |
$2.63K - $3.34K
|
32
$3.29K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
29+ 2900.0% |
$2.38K - $3.03K
|
30
$3.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
26New |
$2.13K - $2.72K
|
26
$2.68K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17New |
$1.4K - $1.78K
|
17
$1.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$821 - $1.05K
|
10
$1.03K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.95% |
$82.1 - $105
|
106
$10.9K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
6.63KNew |
$581K - $669K
|
6.63K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.52KNew |
$308K - $355K
|
3.52K
$362K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.5KNew |
$307K - $353K
|
3.5K
$360K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.11KNew |
$273K - $314K
|
3.11K
$320K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.35KNew |
$118K - $136K
|
1.35K
$139K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
803New |
$70.4K - $81K
|
803
$82.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
615New |
$53.9K - $62K
|
615
$63.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
548New |
$48K - $55.2K
|
548
$56.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
546+ 313.79% |
$47.9K - $55K
|
720
$74.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
503+ 0.94% |
$44.1K - $50.7K
|
54.2K
$5.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
403New |
$35.3K - $40.6K
|
403
$41.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$23.5K - $27K
|
268
$27.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
220New |
$19.3K - $22.2K
|
220
$22.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$17.5K - $20.2K
|
200
$20.6K
|
|