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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.12K+ 61.55% |
$340K - $417K
|
10.8K
$1.11M
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.54KNew |
$292K - $359K
|
3.54K
$364K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.25KNew |
$268K - $330K
|
3.25K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.63KNew |
$216K - $266K
|
2.63K
$270K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$209K - $256K
|
2.53K
$261K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2.23KNew |
$184K - $226K
|
2.23K
$230K
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.09K+ 5.15% |
$89.6K - $110K
|
22.2K
$2.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
545+ 0.06% |
$44.9K - $55.2K
|
850K
$87.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
400+ 14.45% |
$33K - $40.5K
|
3.17K
$326K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
180New |
$14.8K - $18.2K
|
180
$18.5K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 10.55% |
$14K - $17.2K
|
1.78K
$183K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
158+ 81.44% |
$13K - $16K
|
352
$36.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 47.62% |
$8.25K - $10.1K
|
310
$31.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
36New |
$2.97K - $3.65K
|
36
$3.71K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
24New |
$1.98K - $2.43K
|
24
$2.47K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$165 - $203
|
3.76K
$387K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
153KNew |
$13.2M - $15.8M
|
153K
$15.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
66KNew |
$5.69M - $6.82M
|
66K
$6.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
54.8KNew |
$4.73M - $5.67M
|
54.8K
$5.64M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
54.8KNew |
$4.72M - $5.66M
|
54.8K
$5.64M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.4KNew |
$4.34M - $5.21M
|
50.4K
$5.19M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
48.7KNew |
$4.19M - $5.03M
|
48.7K
$5.01M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.3K+ 435.89% |
$4.08M - $4.89M
|
58.2K
$5.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46.4KNew |
$4M - $4.8M
|
46.4K
$4.78M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
45.3KNew |
$3.9M - $4.68M
|
45.3K
$4.66M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
41.9KNew |
$3.61M - $4.33M
|
41.9K
$4.32M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
41.5KNew |
$3.58M - $4.29M
|
41.5K
$4.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
33.2KNew |
$2.86M - $3.43M
|
33.2K
$3.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
31.6KNew |
$2.72M - $3.27M
|
31.6K
$3.25M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
28.2KNew |
$2.43M - $2.91M
|
28.2K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
27.5KNew |
$2.37M - $2.85M
|
27.5K
$2.84M
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
25.2KNew |
$2.17M - $2.6M
|
25.2K
$2.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.72M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.7KNew |
$1.44M - $1.73M
|
16.7K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$1.34M - $1.6M
|
15.5K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$1.15M - $1.38M
|
13.4K
$1.37M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
12.5KNew |
$1.07M - $1.29M
|
12.5K
$1.28M
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
12KNew |
$1.04M - $1.24M
|
12K
$1.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11.9KNew |
$1.03M - $1.23M
|
11.9K
$1.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.3KNew |
$977K - $1.17M
|
11.3K
$1.17M
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
11.1KNew |
$957K - $1.15M
|
11.1K
$1.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10KNew |
$866K - $1.04M
|
10K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.75KNew |
$841K - $1.01M
|
9.75K
$1M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$773K - $927K
|
8.97K
$923K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.31KNew |
$630K - $755K
|
7.31K
$752K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.37KNew |
$549K - $659K
|
6.37K
$656K
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
6.2KNew |
$535K - $641K
|
6.2K
$638K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.06KNew |
$522K - $626K
|
6.06K
$623K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.61KNew |
$397K - $477K
|
4.61K
$475K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.47KNew |
$385K - $462K
|
4.47K
$460K
|
|