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 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.1KNew |
$175K - $210K
|
2.1K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.08K+ 6.11% |
$173K - $208K
|
36K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.07K+ 11.62% |
$173K - $207K
|
19.8K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05KNew |
$171K - $205K
|
2.05K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.03KNew |
$170K - $203K
|
2.03K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.01KNew |
$168K - $201K
|
2.01K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.99K+ 5.7% |
$166K - $199K
|
36.8K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.92K+ 3.55% |
$160K - $192K
|
55.9K
$6.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 20.28% |
$160K - $191K
|
11.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 51.97% |
$149K - $178K
|
5.2K
$575K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.64K+ 5.4% |
$137K - $164K
|
32.1K
$3.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.64K+ 2.53% |
$137K - $164K
|
66.5K
$7.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.55KNew |
$129K - $155K
|
1.55K
$171K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.34% |
$122K - $146K
|
45K
$4.98M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.42K+ 4.33% |
$119K - $142K
|
34.3K
$3.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.38K+ 6.66% |
$115K - $138K
|
22.1K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.38K+ 8.88% |
$115K - $138K
|
16.9K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.35K+ 11.33% |
$113K - $135K
|
13.2K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.29K+ 12.79% |
$108K - $129K
|
11.3K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.25KNew |
$104K - $125K
|
1.25K
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 1.14% |
$99.4K - $119K
|
105K
$11.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 4.76% |
$97.5K - $117K
|
25.7K
$2.84M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.15K+ 283.42% |
$95.7K - $115K
|
1.55K
$171K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.13K+ 53.96% |
$94.6K - $113K
|
3.23K
$357K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.12K+ 4.65% |
$93.2K - $112K
|
25.1K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.12K+ 46.57% |
$93.1K - $112K
|
3.51K
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.11K+ 5.13% |
$93K - $111K
|
22.8K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.07K+ 12.29% |
$89.2K - $107K
|
9.76K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.05K+ 4.12% |
$87.7K - $105K
|
26.5K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
975+ 26.68% |
$81.5K - $97.5K
|
4.63K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
966+ 3.36% |
$80.7K - $96.6K
|
29.7K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
958+ 0.25% |
$80K - $95.8K
|
378K
$41.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
948+ 7.93% |
$79.2K - $94.8K
|
12.9K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
930+ 4.52% |
$77.7K - $93K
|
21.5K
$2.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
922+ 6.34% |
$77K - $92.2K
|
15.5K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
871+ 1.9% |
$72.8K - $87.1K
|
46.8K
$5.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
748+ 21.54% |
$62.5K - $74.8K
|
4.22K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
737+ 0.83% |
$61.6K - $73.7K
|
89.4K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
729+ 4.92% |
$60.9K - $72.9K
|
15.6K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
713+ 1.43% |
$59.6K - $71.3K
|
50.4K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
679+ 0.68% |
$56.7K - $67.9K
|
101K
$11.1M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
652+ 1.65% |
$54.5K - $65.2K
|
40.2K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
643+ 125.59% |
$53.7K - $64.3K
|
1.16K
$128K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
640+ 8.92% |
$53.5K - $64K
|
7.82K
$864K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
633+ 2.68% |
$52.9K - $63.3K
|
24.2K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
597+ 2.21% |
$49.9K - $59.7K
|
27.6K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
592+ 0.95% |
$49.5K - $59.2K
|
63.2K
$6.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
567+ 0.71% |
$47.4K - $56.7K
|
80.6K
$8.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
564+ 20.46% |
$47.1K - $56.4K
|
3.32K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
542+ 1.51% |
$45.3K - $54.2K
|
36.5K
$4.03M
|