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 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
494+ 7.56% |
$41.3K - $49.4K
|
7.03K
$777K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
487+ 8.48% |
$40.7K - $48.7K
|
6.23K
$688K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
455+ 8.12% |
$38K - $45.5K
|
6.06K
$670K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
440+ 2.22% |
$36.8K - $44K
|
20.3K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
432+ 1.98% |
$36.1K - $43.2K
|
22.3K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
430New |
$35.9K - $43K
|
430
$47.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
430+ 4.75% |
$35.9K - $43K
|
9.49K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
424+ 37.29% |
$35.4K - $42.4K
|
1.56K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
416+ 1.07% |
$34.8K - $41.6K
|
39.4K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
411+ 9.89% |
$34.3K - $41.1K
|
4.57K
$505K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
404+ 5.06% |
$33.8K - $40.4K
|
8.39K
$927K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
385+ 1.11% |
$32.2K - $38.5K
|
35.1K
$3.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
381+ 10.14% |
$31.8K - $38.1K
|
4.14K
$457K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
366+ 1.79% |
$30.6K - $36.6K
|
20.8K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
358+ 0.43% |
$29.9K - $35.8K
|
84.4K
$9.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
355+ 6.88% |
$29.7K - $35.5K
|
5.51K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
353+ 6.74% |
$29.5K - $35.3K
|
5.59K
$618K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
348New |
$29.1K - $34.8K
|
348
$38.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
346+ 5.27% |
$28.9K - $34.6K
|
6.91K
$764K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
346+ 7.76% |
$28.9K - $34.6K
|
4.8K
$531K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335New |
$28K - $33.5K
|
335
$37K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
321+ 3.67% |
$26.8K - $32.1K
|
9.07K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
318+ 512.9% |
$26.6K - $31.8K
|
380
$42K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
307+ 3.02% |
$25.6K - $30.7K
|
10.5K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
303New |
$25.3K - $30.3K
|
303
$33.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
302New |
$25.2K - $30.2K
|
302
$33.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
290+ 1.17% |
$24.2K - $29K
|
25K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
281+ 1.57% |
$23.5K - $28.1K
|
18.2K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$23.4K - $28K
|
280
$30.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
276+ 0.38% |
$23.1K - $27.6K
|
72.7K
$8.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
265+ 5.97% |
$22.1K - $26.5K
|
4.71K
$520K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
251+ 5.25% |
$21K - $25.1K
|
5.03K
$556K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
246New |
$20.6K - $24.6K
|
246
$27.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
193+ 3.62% |
$16.1K - $19.3K
|
5.53K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
159+ 1.25% |
$13.3K - $15.9K
|
12.9K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
154+ 1.45% |
$12.9K - $15.4K
|
10.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
150+ 7.1% |
$12.5K - $15K
|
2.26K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
150+ 1.5% |
$12.5K - $15K
|
10.1K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
141+ 3.53% |
$11.8K - $14.1K
|
4.13K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
136+ 2.51% |
$11.4K - $13.6K
|
5.55K
$613K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
134+ 0.07% |
$11.2K - $13.4K
|
199K
$21.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130+ 0.6% |
$10.9K - $13K
|
21.8K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
124New |
$10.4K - $12.4K
|
124
$13.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120+ 14.41% |
$10K - $12K
|
953
$105K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
120+ 0.67% |
$10K - $12K
|
18.1K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
114New |
$9.52K - $11.4K
|
114
$12.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
114+ 6.47% |
$9.52K - $11.4K
|
1.88K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
113+ 3.27% |
$9.44K - $11.3K
|
3.57K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
110+ 49.33% |
$9.19K - $11K
|
333
$36.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110+ 11000.0% |
$9.19K - $11K
|
111
$12.3K
|