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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
324+ 6.58% |
$31.2K - $36.4K
|
5.25K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
324+ 162.81% |
$31.2K - $36.4K
|
523
$53.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
282New |
$27.2K - $31.6K
|
282
$29K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
275+ 11.8% |
$26.5K - $30.9K
|
2.61K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
265+ 46.65% |
$25.5K - $29.7K
|
833
$85.7K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
248+ 6.69% |
$23.9K - $27.8K
|
3.96K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
238+ 11.04% |
$22.9K - $26.7K
|
2.39K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
231+ 5.45% |
$22.2K - $25.9K
|
4.47K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
225+ 7.36% |
$21.7K - $25.3K
|
3.28K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
223New |
$21.5K - $25K
|
223
$23K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
216+ 4.75% |
$20.8K - $24.2K
|
4.77K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
213New |
$20.5K - $23.9K
|
213
$21.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
206+ 3.24% |
$19.8K - $23.1K
|
6.56K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
200New |
$19.3K - $22.4K
|
200
$20.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
200New |
$19.3K - $22.4K
|
200
$20.6K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
192+ 5.17% |
$18.5K - $21.5K
|
3.91K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
191New |
$18.4K - $21.4K
|
191
$19.7K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
188+ 2.96% |
$18.1K - $21.1K
|
6.54K
$673K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
181+ 2.04% |
$17.4K - $20.3K
|
9.06K
$932K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
172+ 74.78% |
$16.6K - $19.3K
|
402
$41.4K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
168+ 8.24% |
$16.2K - $18.9K
|
2.21K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
162+ 2.07% |
$15.6K - $18.2K
|
7.98K
$822K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
161+ 7.21% |
$15.5K - $18.1K
|
2.39K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
154+ 0.35% |
$14.8K - $17.3K
|
44.2K
$4.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
141+ 18.03% |
$13.6K - $15.8K
|
923
$95K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
136+ 8.36% |
$13.1K - $15.3K
|
1.76K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
126+ 2.5% |
$12.1K - $14.1K
|
5.17K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
119+ 0.82% |
$11.5K - $13.4K
|
14.5K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
114New |
$11K - $12.8K
|
114
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
110New |
$10.6K - $12.3K
|
110
$11.3K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100New |
$9.63K - $11.2K
|
100
$10.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
97+ 4.03% |
$9.34K - $10.9K
|
2.5K
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
92+ 3.9% |
$8.86K - $10.3K
|
2.45K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
90New |
$8.67K - $10.1K
|
90
$9.26K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
90+ 1.71% |
$8.67K - $10.1K
|
5.34K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
86+ 28.48% |
$8.28K - $9.65K
|
388
$39.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
85+ 1.66% |
$8.19K - $9.54K
|
5.19K
$534K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
82New |
$7.9K - $9.2K
|
82
$8.44K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
82+ 1.22% |
$7.9K - $9.2K
|
6.8K
$700K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
79+ 2.17% |
$7.61K - $8.87K
|
3.72K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
78+ 0.69% |
$7.51K - $8.75K
|
11.4K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
72+ 0.66% |
$6.93K - $8.08K
|
11K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
67+ 20.24% |
$6.45K - $7.52K
|
398
$41K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
62+ 0.64% |
$5.97K - $6.96K
|
9.8K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
61New |
$5.87K - $6.85K
|
61
$6.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
61New |
$5.87K - $6.85K
|
61
$6.28K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
60New |
$5.78K - $6.73K
|
60
$6.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53+ 0.36% |
$5.1K - $5.95K
|
14.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
50+ 0.73% |
$4.82K - $5.61K
|
6.87K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
48+ 0.48% |
$4.62K - $5.39K
|
10.2K
$1.04M
|