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 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
31.3KNew |
$3.27M - $3.69M
|
31.3K
$3.31M
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.04K+ 124.88% |
$632K - $713K
|
10.9K
$1.15M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.96K+ 7.71% |
$414K - $468K
|
55.4K
$5.86M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.55KNew |
$371K - $419K
|
3.55K
$375K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.19K+ 1.05% |
$229K - $258K
|
211K
$22.3M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.41K+ 21.08% |
$147K - $166K
|
8.08K
$855K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
623+ 1.24% |
$65.2K - $73.5K
|
50.7K
$5.36M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 0.48% |
$5.54K - $6.26K
|
11.1K
$1.18M
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.0% |
$105 - $118
|
65.5K
$6.93M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$105 - $118
|
53
$5.61K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
407K+ 103.02% |
$39M - $44.4M
|
802K
$84.9M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
358K+ 6991.37% |
$34.3M - $39M
|
363K
$38.4M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 24.42% |
$14.5M - $16.5M
|
772K
$81.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
142K+ 28.01% |
$13.6M - $15.4M
|
647K
$68.5M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
141K+ 253.55% |
$13.5M - $15.4M
|
197K
$20.8M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74.4K+ 605.3% |
$7.13M - $8.12M
|
86.7K
$9.18M
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
71KNew |
$6.8M - $7.74M
|
71K
$7.51M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.3K+ 64.3% |
$6.07M - $6.9M
|
162K
$17.1M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.9K+ 6804.09% |
$4.78M - $5.44M
|
50.6K
$5.35M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
49.2KNew |
$4.72M - $5.37M
|
49.2K
$5.21M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.5KNew |
$4.55M - $5.17M
|
47.5K
$5.02M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.3K+ 1744.33% |
$4.06M - $4.62M
|
44.8K
$4.74M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
42.3K+ 150.85% |
$4.06M - $4.62M
|
70.4K
$7.45M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
42.1K+ 161.62% |
$4.03M - $4.59M
|
68.1K
$7.2M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
35.8K+ 2.45% |
$3.43M - $3.9M
|
1.5M
$158M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29.5K+ 73.46% |
$2.83M - $3.22M
|
69.7K
$7.37M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 13.61% |
$2.69M - $3.06M
|
234K
$24.8M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 8.26% |
$2.61M - $2.97M
|
357K
$37.8M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 719.03% |
$2.6M - $2.96M
|
30.9K
$3.27M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
25.1K+ 774.86% |
$2.4M - $2.74M
|
28.3K
$3M
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
24.9K+ 6.03% |
$2.38M - $2.71M
|
437K
$46.3M
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
24.8KNew |
$2.38M - $2.7M
|
24.8K
$2.62M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.8K+ 272.27% |
$2.37M - $2.7M
|
33.9K
$3.58M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24K+ 6.91% |
$2.3M - $2.62M
|
371K
$39.3M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.1KNew |
$2.12M - $2.41M
|
22.1K
$2.34M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.1KNew |
$2.12M - $2.41M
|
22.1K
$2.34M
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
18.4KNew |
$1.76M - $2.01M
|
18.4K
$1.95M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.6K+ 27.43% |
$1.68M - $1.92M
|
81.6K
$8.64M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17.5K+ 782.08% |
$1.68M - $1.91M
|
19.8K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.5K+ 23.77% |
$1.67M - $1.91M
|
91K
$9.63M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.7KNew |
$1.5M - $1.71M
|
15.7K
$1.66M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
15.6K+ 78.12% |
$1.5M - $1.7M
|
35.6K
$3.77M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 97.26% |
$1.49M - $1.69M
|
31.5K
$3.33M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1K+ 48.96% |
$1.45M - $1.65M
|
46K
$4.87M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 0.44% |
$1.45M - $1.65M
|
3.49M
$369M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 3.42% |
$1.44M - $1.64M
|
454K
$48.1M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7K+ 103.14% |
$1.31M - $1.49M
|
27K
$2.85M
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
13.1K+ 519.27% |
$1.25M - $1.43M
|
15.6K
$1.65M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.7KNew |
$1.22M - $1.38M
|
12.7K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
12.5KNew |
$1.2M - $1.37M
|
12.5K
$1.33M
|