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 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
42New |
$4.04K - $4.71K
|
42
$4.32K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
36+ 0.24% |
$3.47K - $4.04K
|
14.9K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 0.52% |
$3.37K - $3.93K
|
6.74K
$693K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 3.56% |
$3.18K - $3.7K
|
959
$98.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
33+ 0.59% |
$3.18K - $3.7K
|
5.61K
$577K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
33+ 0.43% |
$3.18K - $3.7K
|
7.72K
$795K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
31+ 2.53% |
$2.99K - $3.48K
|
1.26K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
30+ 0.92% |
$2.89K - $3.37K
|
3.31K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.06% |
$2.89K - $3.37K
|
49.7K
$5.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
30+ 0.68% |
$2.89K - $3.37K
|
4.46K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26+ 0.11% |
$2.5K - $2.92K
|
24K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$2.5K - $2.92K
|
26
$2.68K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 10.55% |
$2.41K - $2.81K
|
262
$27K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.06% |
$2.31K - $2.69K
|
40.1K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 0.09% |
$2.02K - $2.36K
|
23K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.26% |
$1.73K - $2.02K
|
6.9K
$711K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
18New |
$1.73K - $2.02K
|
18
$1.85K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 0.5% |
$1.44K - $1.68K
|
3.03K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.3% |
$1.35K - $1.57K
|
4.73K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13+ 0.24% |
$1.25K - $1.46K
|
5.43K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
13+ 0.32% |
$1.25K - $1.46K
|
4.1K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13+ 0.31% |
$1.25K - $1.46K
|
4.14K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12New |
$1.16K - $1.35K
|
12
$1.24K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.28% |
$963 - $1.12K
|
3.57K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.12% |
$867 - $1.01K
|
7.29K
$750K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9+ 0.28% |
$867 - $1.01K
|
3.24K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$674 - $786
|
2.13K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.04% |
$578 - $673
|
14.4K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.22% |
$482 - $561
|
2.31K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 2.34% |
$385 - $449
|
175
$18K
|
|
|
May 14, 2025
Q1 2025
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
3+ 300.0% |
$289 - $337
|
4
$412
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.01% |
$289 - $337
|
35.6K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.45% |
$289 - $337
|
664
$68.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.11% |
$289 - $337
|
2.7K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.03% |
$193 - $224
|
7.71K
$794K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.21% |
$193 - $224
|
966
$99.4K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.13% |
$193 - $224
|
1.53K
$157K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.15% |
$96.3 - $112
|
668
$68.8K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 1.96% |
$96.3 - $112
|
52
$5.35K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$96.3 - $112
|
2.43K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 1.16% |
$96.3 - $112
|
87
$8.96K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.04% |
$96.3 - $112
|
2.82K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
1+ 0.03% |
$96.3 - $112
|
3.57K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$96.3 - $112
|
296
$30.5K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23.9KNew |
$2.5M - $2.82M
|
23.9K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17KNew |
$1.78M - $2.01M
|
17K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.68M - $1.9M
|
16.1K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.3KNew |
$1.6M - $1.81M
|
15.3K
$1.58M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
14.1KNew |
$1.48M - $1.67M
|
14.1K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.3KNew |
$1.08M - $1.21M
|
10.3K
$1.06M
|
|