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 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$105 - $118
|
1.33K
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.59% |
$105 - $118
|
171
$17.9K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$105 - $118
|
65.5K
$6.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$105 - $118
|
53
$5.54K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.9K+ 6804.09% |
$4.78M - $5.44M
|
50.6K
$5.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
24.8KNew |
$2.38M - $2.7M
|
24.8K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.1KNew |
$2.12M - $2.41M
|
22.1K
$2.31M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
21.1KNew |
$2.02M - $2.3M
|
21.1K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
18.4KNew |
$1.76M - $2.01M
|
18.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 519.27% |
$1.25M - $1.43M
|
15.6K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.5KNew |
$1.2M - $1.37M
|
12.5K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6K+ 198.45% |
$1.11M - $1.27M
|
17.5K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.3KNew |
$1.08M - $1.23M
|
11.3K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.2K+ 53.59% |
$786K - $894K
|
23.5K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.36K+ 6.87% |
$514K - $584K
|
83.4K
$8.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.24KNew |
$407K - $463K
|
4.24K
$443K
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
3.28K+ 12.56% |
$314K - $357K
|
29.4K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.86K+ 45.05% |
$274K - $312K
|
9.22K
$964K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.5KNew |
$239K - $272K
|
2.5K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.43K+ 60.09% |
$233K - $265K
|
6.47K
$676K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.36KNew |
$226K - $257K
|
2.36K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.29KNew |
$220K - $250K
|
2.29K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.2KNew |
$210K - $240K
|
2.2K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.17KNew |
$208K - $237K
|
2.17K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.16KNew |
$207K - $236K
|
2.16K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.02KNew |
$194K - $220K
|
2.02K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2KNew |
$192K - $218K
|
2K
$209K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.99K+ 47.82% |
$191K - $217K
|
6.16K
$644K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.98K+ 80.23% |
$190K - $216K
|
4.45K
$465K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.98KNew |
$190K - $216K
|
1.98K
$207K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.92KNew |
$184K - $209K
|
1.92K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.91KNew |
$183K - $208K
|
1.91K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.89KNew |
$181K - $206K
|
1.89K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.88KNew |
$180K - $205K
|
1.88K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.86KNew |
$178K - $203K
|
1.86K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32KNew |
$126K - $144K
|
1.32K
$138K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.08K+ 45.34% |
$103K - $117K
|
3.45K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
864New |
$82.8K - $94.2K
|
864
$90.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
720New |
$69K - $78.5K
|
720
$75.2K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
610+ 2.89% |
$58.4K - $66.5K
|
21.8K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
586New |
$56.1K - $63.9K
|
586
$61.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
583+ 12.32% |
$55.9K - $63.6K
|
5.32K
$556K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
504New |
$48.3K - $55K
|
504
$52.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 2.06% |
$40K - $45.5K
|
20.7K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
400New |
$38.3K - $43.6K
|
400
$41.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $34.9K
|
320
$33.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
303+ 0.25% |
$29K - $33K
|
121K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
291+ 5.76% |
$27.9K - $31.7K
|
5.34K
$559K
|
|