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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
31.6KNew |
$2.72M - $3.27M
|
31.6K
$3.54M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.2KNew |
$2.43M - $2.91M
|
28.2K
$3.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27.5KNew |
$2.37M - $2.85M
|
27.5K
$3.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25.5KNew |
$2.2M - $2.63M
|
25.5K
$2.85M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
25.2KNew |
$2.17M - $2.6M
|
25.2K
$2.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.3K+ 8.17% |
$1.49M - $1.79M
|
230K
$25.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.88M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$1.34M - $1.6M
|
15.5K
$1.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$1.15M - $1.38M
|
13.4K
$1.5M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$1.07M - $1.29M
|
12.5K
$1.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
12KNew |
$1.04M - $1.24M
|
12K
$1.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$1.03M - $1.23M
|
11.9K
$1.34M
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.3KNew |
$977K - $1.17M
|
11.3K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.1KNew |
$957K - $1.15M
|
11.1K
$1.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10KNew |
$866K - $1.04M
|
10K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.75KNew |
$841K - $1.01M
|
9.75K
$1.09M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$773K - $927K
|
8.97K
$1M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.92KNew |
$682K - $818K
|
7.92K
$886K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.31KNew |
$630K - $755K
|
7.31K
$818K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.37KNew |
$549K - $659K
|
6.37K
$714K
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
6.2KNew |
$535K - $641K
|
6.2K
$694K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.06KNew |
$522K - $626K
|
6.06K
$678K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$397K - $477K
|
4.61K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.47KNew |
$385K - $462K
|
4.47K
$500K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$380K - $456K
|
4.41K
$494K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08KNew |
$351K - $421K
|
4.08K
$457K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.04KNew |
$349K - $418K
|
4.04K
$453K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.98KNew |
$343K - $412K
|
3.98K
$446K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
3.47KNew |
$299K - $359K
|
3.47K
$389K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21KNew |
$277K - $332K
|
3.21K
$359K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.18KNew |
$274K - $328K
|
3.18K
$356K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.17KNew |
$273K - $328K
|
3.17K
$355K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.97KNew |
$256K - $307K
|
2.97K
$333K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.81KNew |
$242K - $290K
|
2.81K
$314K
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.8KNew |
$241K - $289K
|
2.8K
$314K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$236K - $283K
|
2.74K
$307K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.63KNew |
$227K - $272K
|
2.63K
$295K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.41KNew |
$208K - $249K
|
2.41K
$270K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.41KNew |
$207K - $249K
|
2.41K
$269K
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.36KNew |
$203K - $244K
|
2.36K
$264K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.29KNew |
$198K - $237K
|
2.29K
$257K
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.62K+ 20.49% |
$140K - $168K
|
9.55K
$1.07M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.55KNew |
$133K - $160K
|
1.55K
$173K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1K+ 26.81% |
$86.3K - $103K
|
4.73K
$530K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
970+ 4.35% |
$83.6K - $100K
|
23.3K
$2.61M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
626+ 16.8% |
$54K - $64.7K
|
4.35K
$487K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
521New |
$44.9K - $53.9K
|
521
$58.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
328+ 3.9% |
$28.3K - $33.9K
|
8.74K
$978K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
314New |
$27.1K - $32.5K
|
314
$35.2K
|