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 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
9K+ 13.68% |
$867K - $1.01M
|
74.8K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.84K+ 16.73% |
$851K - $992K
|
61.7K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.75KNew |
$843K - $982K
|
8.75K
$901K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.12KNew |
$782K - $911K
|
8.12K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.34K+ 15.98% |
$707K - $823K
|
53.2K
$5.48M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.81K+ 68.37% |
$655K - $764K
|
16.8K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.38KNew |
$614K - $715K
|
6.38K
$656K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.16K+ 32.3% |
$593K - $692K
|
25.2K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.71K+ 11.82% |
$550K - $641K
|
54K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.26KNew |
$506K - $590K
|
5.26K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.06K+ 8.7% |
$487K - $568K
|
63.2K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.99K+ 17.13% |
$481K - $560K
|
34.1K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.93K+ 7.39% |
$475K - $553K
|
71.6K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.75K+ 189.88% |
$457K - $533K
|
7.25K
$746K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.69K+ 1.16% |
$451K - $526K
|
409K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.66KNew |
$448K - $522K
|
4.66K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.28KNew |
$412K - $480K
|
4.28K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.14K+ 8.07% |
$398K - $464K
|
55.4K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.14K+ 30.33% |
$398K - $464K
|
17.8K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.04K+ 5.37% |
$389K - $454K
|
79.3K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.97K+ 3.62% |
$382K - $446K
|
114K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.95K+ 70.26% |
$381K - $444K
|
9.58K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.94K+ 6.53% |
$380K - $442K
|
64.3K
$6.62M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 4.14% |
$373K - $435K
|
97.4K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.76KNew |
$362K - $422K
|
3.76K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.71K+ 87.08% |
$358K - $417K
|
7.98K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.63K+ 9.72% |
$350K - $407K
|
41K
$4.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
3.47K+ 7.31% |
$334K - $390K
|
51K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.46KNew |
$333K - $388K
|
3.46K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.44K+ 9.35% |
$331K - $386K
|
40.2K
$4.14M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.41K+ 9.37% |
$328K - $383K
|
39.8K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.4K+ 6.9% |
$327K - $381K
|
52.6K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.26KNew |
$314K - $366K
|
3.26K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.2K+ 3.43% |
$308K - $359K
|
96.6K
$9.94M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.98K+ 1.24% |
$287K - $335K
|
243K
$25M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.83KNew |
$273K - $318K
|
2.83K
$291K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.79K+ 3.25% |
$268K - $313K
|
88.6K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.77KNew |
$267K - $311K
|
2.77K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.76KNew |
$265K - $309K
|
2.76K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.72K+ 1.39% |
$262K - $305K
|
199K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.57KNew |
$247K - $288K
|
2.57K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
2.46K+ 5.6% |
$237K - $276K
|
46.4K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
2.4KNew |
$231K - $270K
|
2.4K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.3K+ 100.0% |
$221K - $258K
|
4.6K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.27K+ 7.41% |
$219K - $255K
|
32.9K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
2.24K+ 58.65% |
$216K - $252K
|
6.07K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21K+ 4.24% |
$213K - $248K
|
54.3K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
2.16KNew |
$208K - $242K
|
2.16K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$204K - $238K
|
2.12K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.12KNew |
$204K - $237K
|
2.12K
$218K
|