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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
27+ 0.51% |
$2.82K - $3.19K
|
5.35K
$533K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.36% |
$2.61K - $2.95K
|
6.89K
$687K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.44% |
$2.61K - $2.95K
|
5.72K
$570K
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
22+ 0.28% |
$2.3K - $2.6K
|
7.8K
$778K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
20+ 0.13% |
$2.09K - $2.36K
|
15.7K
$1.57M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20+ 1.01% |
$2.09K - $2.36K
|
2.01K
$200K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19+ 0.4% |
$1.99K - $2.24K
|
4.72K
$471K
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19+ 0.31% |
$1.99K - $2.24K
|
6.14K
$612K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19+ 0.35% |
$1.99K - $2.24K
|
5.42K
$540K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.29% |
$1.88K - $2.12K
|
6.17K
$615K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.42% |
$1.78K - $2.01K
|
4.09K
$408K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
17+ 0.48% |
$1.78K - $2.01K
|
3.57K
$356K
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16+ 0.29% |
$1.67K - $1.89K
|
5.61K
$559K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
16+ 0.2% |
$1.67K - $1.89K
|
8.01K
$799K
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
15+ 0.48% |
$1.57K - $1.77K
|
3.12K
$311K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15+ 0.76% |
$1.57K - $1.77K
|
1.99K
$198K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
14+ 0.39% |
$1.46K - $1.65K
|
3.56K
$355K
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
14+ 0.31% |
$1.46K - $1.65K
|
4.48K
$447K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$1.36K - $1.53K
|
4.76K
$475K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
12+ 0.39% |
$1.26K - $1.42K
|
3.07K
$306K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12+ 0.17% |
$1.26K - $1.42K
|
7.28K
$726K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 3.86% |
$1.15K - $1.3K
|
296
$29.5K
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10+ 0.47% |
$1.05K - $1.18K
|
2.13K
$212K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10+ 0.15% |
$1.05K - $1.18K
|
6.82K
$680K
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10+ 0.45% |
$1.05K - $1.18K
|
2.26K
$225K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.27% |
$1.05K - $1.18K
|
3.66K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9+ 0.45% |
$941 - $1.06K
|
2.01K
$201K
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.7% |
$941 - $1.06K
|
1.29K
$128K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9+ 0.22% |
$941 - $1.06K
|
4.13K
$412K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.18% |
$941 - $1.06K
|
5.11K
$509K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.49% |
$941 - $1.06K
|
1.85K
$185K
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.35% |
$941 - $1.06K
|
2.61K
$260K
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7+ 0.01% |
$732 - $826
|
49.2K
$4.91M
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6+ 3.11% |
$628 - $708
|
199
$19.8K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.23% |
$628 - $708
|
2.66K
$265K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.04% |
$523 - $590
|
11.9K
$1.19M
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.25% |
$523 - $590
|
1.98K
$197K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.07% |
$418 - $472
|
5.4K
$539K
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
4+ 0.01% |
$418 - $472
|
35.6K
$3.55M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4+ 0.08% |
$418 - $472
|
4.93K
$491K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.31% |
$314 - $354
|
964
$96.1K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$314 - $354
|
12.7K
$1.27M
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$209 - $236
|
2
$199
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$209 - $236
|
2.33K
$233K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.04% |
$209 - $236
|
5.65K
$564K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.07% |
$209 - $236
|
2.82K
$281K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.68% |
$209 - $236
|
295
$29.4K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.09% |
$209 - $236
|
2.24K
$223K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.57% |
$209 - $236
|
355
$35.4K
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
1New |
$105 - $118
|
1
$99.7
|