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 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.94K+ 56.89% |
$580K - $694K
|
19.1K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
6.77K+ 60.87% |
$566K - $678K
|
17.9K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.66K+ 10.35% |
$556K - $666K
|
71K
$7.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 63.11% |
$528K - $633K
|
16.3K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.25KNew |
$522K - $625K
|
6.25K
$690K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6.22K+ 108.37% |
$519K - $622K
|
12K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.19KNew |
$517K - $619K
|
6.19K
$684K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
6.19K+ 286.04% |
$517K - $619K
|
8.35K
$923K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.63KNew |
$470K - $563K
|
5.63K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.61K+ 6.39% |
$469K - $561K
|
93.5K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.61K+ 111.79% |
$468K - $561K
|
10.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.43K+ 912.61% |
$454K - $543K
|
6.03K
$666K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.28K+ 2.17% |
$441K - $528K
|
248K
$27.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.9KNew |
$409K - $490K
|
4.9K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.87KNew |
$407K - $487K
|
4.87K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 8.78% |
$363K - $435K
|
53.8K
$5.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.1K+ 86.61% |
$343K - $410K
|
8.83K
$976K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.97K+ 7.45% |
$331K - $397K
|
57.2K
$6.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.76K+ 14.35% |
$314K - $376K
|
29.9K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.57K+ 6.85% |
$298K - $357K
|
55.7K
$6.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.5KNew |
$292K - $350K
|
3.5K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.49K+ 8.68% |
$292K - $349K
|
43.7K
$4.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.23K+ 125.49% |
$269K - $323K
|
5.8K
$640K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.03KNew |
$253K - $303K
|
3.03K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.86K+ 44.52% |
$239K - $287K
|
9.3K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.86KNew |
$239K - $286K
|
2.86K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.82K+ 5.33% |
$236K - $282K
|
55.7K
$6.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
2.82K+ 5.5% |
$235K - $282K
|
54.1K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.79KNew |
$233K - $279K
|
2.79K
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.74K+ 19.8% |
$229K - $274K
|
16.6K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.71K+ 3.7% |
$227K - $271K
|
76K
$8.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.64KNew |
$220K - $264K
|
2.64K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.61KNew |
$218K - $262K
|
2.61K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.54K+ 1.19% |
$212K - $254K
|
217K
$23.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.54K+ 116.38% |
$212K - $254K
|
4.72K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.46K+ 6.18% |
$205K - $246K
|
42.3K
$4.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.31K+ 5.34% |
$193K - $231K
|
45.6K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.3K+ 5.56% |
$192K - $230K
|
43.8K
$4.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.3KNew |
$192K - $230K
|
2.3K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.29K+ 46.38% |
$191K - $229K
|
7.23K
$798K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 64.15% |
$188K - $225K
|
5.76K
$636K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.25KNew |
$188K - $225K
|
2.25K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.24KNew |
$187K - $224K
|
2.24K
$247K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.21K+ 3.89% |
$184K - $221K
|
59K
$6.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.2KNew |
$183K - $220K
|
2.2K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.19K+ 4.28% |
$183K - $219K
|
53.3K
$5.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.16K+ 13.36% |
$180K - $216K
|
18.3K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.12KNew |
$177K - $212K
|
2.12K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.12K+ 4.93% |
$177K - $212K
|
45K
$4.98M
|