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 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
199+ 5.65% |
$18.7K - $20.3K
|
3.72K
$399K
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
197+ 2.2% |
$18.5K - $20.1K
|
9.13K
$980K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
197+ 4.87% |
$18.5K - $20.1K
|
4.24K
$455K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
196+ 0.45% |
$18.4K - $20K
|
43.4K
$4.66M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
188+ 36.72% |
$17.7K - $19.2K
|
700
$75.1K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
178+ 2.27% |
$16.8K - $18.2K
|
8.01K
$859K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
163+ 0.32% |
$15.3K - $16.6K
|
51.1K
$5.48M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
156+ 6.65% |
$14.7K - $15.9K
|
2.5K
$268K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
156New |
$14.7K - $15.9K
|
156
$16.7K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
146+ 1.83% |
$13.7K - $14.9K
|
8.13K
$872K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
142+ 0.27% |
$13.4K - $14.5K
|
52.3K
$5.61M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
141+ 2.58% |
$13.3K - $14.4K
|
5.61K
$602K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
134New |
$12.6K - $13.7K
|
134
$14.4K
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
122+ 1.66% |
$11.5K - $12.5K
|
7.46K
$800K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
121+ 0.73% |
$11.4K - $12.4K
|
16.7K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
119New |
$11.2K - $12.2K
|
119
$12.8K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
112+ 1.86% |
$10.5K - $11.4K
|
6.15K
$659K
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
111+ 2.28% |
$10.4K - $11.3K
|
4.99K
$535K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.13% |
$9.98K - $10.8K
|
9.5K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
104+ 0.88% |
$9.79K - $10.6K
|
12K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
100+ 2.43% |
$9.41K - $10.2K
|
4.22K
$453K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
100+ 3.71% |
$9.41K - $10.2K
|
2.8K
$300K
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
99+ 0.5% |
$9.32K - $10.1K
|
20K
$2.15M
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
95+ 0.64% |
$8.94K - $9.7K
|
14.9K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82+ 0.74% |
$7.72K - $8.37K
|
11.2K
$1.2M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
79+ 2.31% |
$7.44K - $8.07K
|
3.5K
$376K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
73+ 2.3% |
$6.87K - $7.46K
|
3.25K
$349K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 2.0% |
$6.59K - $7.15K
|
3.57K
$383K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
66+ 0.71% |
$6.21K - $6.74K
|
9.42K
$1.01M
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
62+ 1.73% |
$5.84K - $6.33K
|
3.65K
$391K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60+ 2.21% |
$5.65K - $6.13K
|
2.77K
$298K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.7% |
$4.99K - $5.41K
|
7.65K
$821K
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
52+ 0.94% |
$4.89K - $5.31K
|
5.57K
$598K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
49+ 1.64% |
$4.61K - $5K
|
3.04K
$326K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47+ 15.99% |
$4.42K - $4.8K
|
341
$36.6K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
45+ 11.75% |
$4.24K - $4.6K
|
428
$45.9K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 55.13% |
$4.05K - $4.39K
|
121
$13K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
43+ 3.39% |
$4.05K - $4.39K
|
1.31K
$141K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
42+ 47.19% |
$3.95K - $4.29K
|
131
$14.1K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
41+ 0.34% |
$3.86K - $4.19K
|
11.9K
$1.28M
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
35+ 0.84% |
$3.29K - $3.57K
|
4.19K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
31+ 0.5% |
$2.92K - $3.17K
|
6.29K
$674K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
29+ 0.49% |
$2.73K - $2.96K
|
5.98K
$641K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.43% |
$2.64K - $2.86K
|
6.57K
$705K
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
27+ 0.19% |
$2.54K - $2.76K
|
14K
$1.5M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.44% |
$2.35K - $2.55K
|
5.67K
$608K
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
24+ 0.03% |
$2.26K - $2.45K
|
83.9K
$9M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
23+ 0.3% |
$2.16K - $2.35K
|
7.75K
$831K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 0.1% |
$2.07K - $2.25K
|
22.8K
$2.44M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
22+ 0.47% |
$2.07K - $2.25K
|
4.7K
$504K
|