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 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
265New |
$27.7K - $31.3K
|
265
$27.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$25.5K - $28.8K
|
244
$25.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
230+ 0.67% |
$24.1K - $27.2K
|
34.7K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
229New |
$24K - $27K
|
229
$23.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
210+ 7.19% |
$22K - $24.8K
|
3.13K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
202New |
$21.1K - $23.8K
|
202
$20.8K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
193New |
$20.2K - $22.8K
|
193
$19.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
180New |
$18.8K - $21.2K
|
180
$18.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
168New |
$17.6K - $19.8K
|
168
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
147+ 0.32% |
$15.4K - $17.4K
|
45.9K
$4.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
143+ 4.28% |
$15K - $16.9K
|
3.48K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
132+ 5.04% |
$13.8K - $15.6K
|
2.75K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
119New |
$12.4K - $14K
|
119
$12.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$10.5K - $11.8K
|
100
$10.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 9.29% |
$10.5K - $11.8K
|
1.18K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
78+ 2.9% |
$8.16K - $9.21K
|
2.77K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
78New |
$8.16K - $9.21K
|
78
$8.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
78New |
$8.16K - $9.21K
|
78
$8.03K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
65+ 2.36% |
$6.8K - $7.67K
|
2.82K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
57+ 2.77% |
$5.96K - $6.73K
|
2.11K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
52New |
$5.44K - $6.14K
|
52
$5.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
47+ 0.5% |
$4.92K - $5.55K
|
9.51K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
27+ 0.51% |
$2.82K - $3.19K
|
5.35K
$550K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$2.61K - $2.95K
|
25
$2.57K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20+ 1.01% |
$2.09K - $2.36K
|
2.01K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
15+ 0.48% |
$1.57K - $1.77K
|
3.12K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15+ 0.76% |
$1.57K - $1.77K
|
1.99K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9+ 0.45% |
$941 - $1.06K
|
2.01K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.35% |
$941 - $1.06K
|
2.61K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.25% |
$523 - $590
|
1.98K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$209 - $236
|
2
$206
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.09% |
$209 - $236
|
2.24K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.04% |
$105 - $118
|
2.56K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.54% |
$105 - $118
|
66
$6.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.59% |
$105 - $118
|
171
$17.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$105 - $118
|
53
$5.46K
|
|
| 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
$5.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
24.8KNew |
$2.38M - $2.7M
|
24.8K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.1KNew |
$2.12M - $2.41M
|
22.1K
$2.28M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
21.1KNew |
$2.02M - $2.3M
|
21.1K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
20.9KNew |
$2M - $2.28M
|
20.9K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
18.4KNew |
$1.76M - $2.01M
|
18.4K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.5KNew |
$1.2M - $1.37M
|
12.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6K+ 198.45% |
$1.11M - $1.27M
|
17.5K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.3KNew |
$1.08M - $1.23M
|
11.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.36K+ 6.87% |
$514K - $584K
|
83.4K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.24KNew |
$407K - $463K
|
4.24K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2.5KNew |
$239K - $272K
|
2.5K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
2.36KNew |
$226K - $257K
|
2.36K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.29KNew |
$220K - $250K
|
2.29K
$236K
|
|