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 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
2.83M+ 12341.86% |
$296M - $334M
|
2.85M
$311M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
628K+ 18492.67% |
$65.7M - $74.2M
|
632K
$68.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452KNew |
$47.3M - $53.4M
|
452K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
390K+ 3614.36% |
$40.7M - $46M
|
400K
$43.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
138K+ 4.1% |
$14.4M - $16.3M
|
3.5M
$381M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.7K+ 15.25% |
$10.3M - $11.7M
|
746K
$81.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
96.4K+ 1294.3% |
$10.1M - $11.4M
|
104K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.2K+ 6.64% |
$9.02M - $10.2M
|
1.39M
$151M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
79.5KNew |
$8.31M - $9.38M
|
79.5K
$8.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
65.8KNew |
$6.88M - $7.77M
|
65.8K
$7.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
57KNew |
$5.96M - $6.73M
|
57K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.4K+ 1.62% |
$5.9M - $6.66M
|
3.54M
$386M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
50.9K+ 61.68% |
$5.32M - $6.01M
|
133K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
48.2K+ 181.19% |
$5.05M - $5.7M
|
74.9K
$8.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
39.5K+ 152.39% |
$4.13M - $4.66M
|
65.4K
$7.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
37.3KNew |
$3.9M - $4.4M
|
37.3K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
33.1KNew |
$3.46M - $3.9M
|
33.1K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.6K+ 8.77% |
$3.41M - $3.85M
|
404K
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.2K+ 7.1% |
$3.37M - $3.81M
|
487K
$53M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
31.3KNew |
$3.27M - $3.69M
|
31.3K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.4K+ 9.53% |
$3.18M - $3.59M
|
349K
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
29.1KNew |
$3.04M - $3.43M
|
29.1K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
26.9KNew |
$2.81M - $3.17M
|
26.9K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
25.6K+ 42.4% |
$2.67M - $3.02M
|
85.8K
$9.35M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.5K+ 6.86% |
$2.56M - $2.89M
|
381K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.4K+ 17.68% |
$2.55M - $2.88M
|
162K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22.4K+ 335.12% |
$2.35M - $2.65M
|
29.1K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17KNew |
$1.78M - $2.01M
|
17K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.8K+ 49.49% |
$1.75M - $1.98M
|
50.6K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
16.6KNew |
$1.74M - $1.96M
|
16.6K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.68M - $1.9M
|
16.1K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
15.8K+ 9.59% |
$1.65M - $1.86M
|
180K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.4K+ 4.84% |
$1.61M - $1.82M
|
334K
$36.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.3KNew |
$1.6M - $1.81M
|
15.3K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.5KNew |
$1.52M - $1.71M
|
14.5K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 53.39% |
$1.46M - $1.65M
|
40.1K
$4.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
13.8KNew |
$1.44M - $1.63M
|
13.8K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.33M - $1.51M
|
12.8K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 42.85% |
$1.31M - $1.48M
|
41.8K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 14.77% |
$1.26M - $1.42M
|
93.7K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
11.7K+ 14.33% |
$1.22M - $1.38M
|
93.4K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
10.3KNew |
$1.08M - $1.21M
|
10.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.2K+ 14.69% |
$1.07M - $1.21M
|
79.9K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10KNew |
$1.05M - $1.18M
|
10K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
9.9K+ 19.97% |
$1.04M - $1.17M
|
59.5K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.68KNew |
$1.01M - $1.14M
|
9.68K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.66K+ 19.05% |
$1.01M - $1.14M
|
60.4K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.27K+ 25.28% |
$970K - $1.09M
|
45.9K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.25K+ 3.59% |
$967K - $1.09M
|
267K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.15K+ 9.47% |
$957K - $1.08M
|
106K
$11.5M
|