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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.35K+ 1.91% |
$141K - $159K
|
71.7K
$7.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.33K+ 2.54% |
$139K - $157K
|
53.5K
$5.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 5.07% |
$139K - $156K
|
27.4K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.29K+ 64.39% |
$135K - $153K
|
3.3K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 3.11% |
$133K - $150K
|
42.2K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.23K+ 2.74% |
$128K - $145K
|
45.9K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.18K+ 25.45% |
$124K - $140K
|
5.84K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 20.04% |
$117K - $132K
|
6.71K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.07K+ 30.2% |
$112K - $126K
|
4.61K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.05KNew |
$109K - $123K
|
1.05K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.03K+ 24.58% |
$108K - $122K
|
5.24K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.01K+ 5.39% |
$105K - $119K
|
19.7K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
984+ 3.46% |
$103K - $116K
|
29.4K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
915+ 11.76% |
$95.7K - $108K
|
8.69K
$909K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
880+ 7.88% |
$92K - $104K
|
12K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
879+ 11.8% |
$91.9K - $104K
|
8.33K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
854+ 0.98% |
$89.3K - $101K
|
87.6K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
840+ 1.72% |
$87.9K - $99.2K
|
49.8K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
838+ 5.43% |
$87.6K - $98.9K
|
16.3K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
830+ 10.61% |
$86.8K - $98K
|
8.65K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
816+ 21.85% |
$85.3K - $96.3K
|
4.55K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
813+ 1.42% |
$85K - $96K
|
58.1K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
804New |
$84.1K - $94.9K
|
804
$84K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
797+ 1.12% |
$83.4K - $94.1K
|
71.8K
$7.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
791New |
$82.7K - $93.4K
|
791
$82.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
767+ 4.1% |
$80.2K - $90.5K
|
19.5K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
756+ 16.58% |
$79.1K - $89.2K
|
5.32K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
744+ 5.61% |
$77.8K - $87.8K
|
14K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
694+ 8.57% |
$72.6K - $81.9K
|
8.8K
$919K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
689+ 14.82% |
$72.1K - $81.3K
|
5.34K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
684+ 1.46% |
$71.5K - $80.7K
|
47.5K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
679+ 2.91% |
$71K - $80.2K
|
24K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
668+ 1.67% |
$69.9K - $78.9K
|
40.6K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
653+ 3.31% |
$68.3K - $77.1K
|
20.4K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
634+ 14.81% |
$66.3K - $74.8K
|
4.92K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
633+ 1.25% |
$66.2K - $74.7K
|
51.3K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
628+ 4.39% |
$65.7K - $74.1K
|
14.9K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
625+ 6.32% |
$65.4K - $73.8K
|
10.5K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
623+ 1.24% |
$65.2K - $73.5K
|
50.7K
$5.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
616+ 13.91% |
$64.4K - $72.7K
|
5.04K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
615New |
$64.3K - $72.6K
|
615
$64.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
604New |
$63.2K - $71.3K
|
604
$63.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
600New |
$62.8K - $70.8K
|
600
$62.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
563+ 18.96% |
$58.9K - $66.5K
|
3.53K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
533+ 6.92% |
$55.7K - $62.9K
|
8.24K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
532New |
$55.6K - $62.8K
|
532
$55.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
526+ 0.6% |
$55K - $62.1K
|
88K
$9.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
525+ 0.77% |
$54.9K - $62K
|
68.6K
$7.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
500+ 10.04% |
$52.3K - $59K
|
5.48K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
496+ 8.03% |
$51.9K - $58.6K
|
6.67K
$697K
|