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 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.5K+ 769.11% |
$1.64M - $1.76M
|
17.5K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
12.8KNew |
$1.35M - $1.44M
|
12.8K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.4K+ 10.27% |
$996K - $1.06M
|
101K
$11.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
8.92KNew |
$944K - $1.01M
|
8.92K
$982K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.32K+ 15.48% |
$881K - $941K
|
62K
$6.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
6.03KNew |
$638K - $682K
|
6.03K
$664K
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
5.7K+ 7.85% |
$604K - $645K
|
78.3K
$8.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.53K+ 310.96% |
$586K - $626K
|
7.31K
$806K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.21KNew |
$552K - $589K
|
5.21K
$574K
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
4.96K+ 261.3% |
$526K - $562K
|
6.86K
$756K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.11K+ 17.6% |
$435K - $465K
|
27.5K
$3.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3.96KNew |
$420K - $448K
|
3.96K
$437K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.87KNew |
$410K - $438K
|
3.87K
$427K
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
3.56KNew |
$377K - $403K
|
3.56K
$393K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.16K+ 17.27% |
$334K - $357K
|
21.4K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.02KNew |
$319K - $341K
|
3.02K
$332K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.89K+ 5.59% |
$307K - $328K
|
54.7K
$6.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.56K+ 1.15% |
$271K - $289K
|
225K
$24.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.44K+ 226.3% |
$258K - $276K
|
3.51K
$387K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.4KNew |
$254K - $271K
|
2.4K
$264K
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.19KNew |
$232K - $248K
|
2.19K
$242K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.15K+ 3.55% |
$228K - $244K
|
62.8K
$6.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.95K+ 3.58% |
$207K - $221K
|
56.4K
$6.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.8KNew |
$191K - $204K
|
1.8K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.8KNew |
$190K - $203K
|
1.8K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.19K+ 2.98% |
$126K - $135K
|
41.3K
$4.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 9.67% |
$123K - $132K
|
13.2K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.08K+ 2.88% |
$115K - $122K
|
38.7K
$4.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
962+ 3.15% |
$102K - $109K
|
31.5K
$3.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
939New |
$99.4K - $106K
|
939
$103K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
843+ 1.37% |
$89.3K - $95.4K
|
62.5K
$6.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
704+ 2.56% |
$74.6K - $79.7K
|
28.2K
$3.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
610+ 1.62% |
$64.6K - $69K
|
38.3K
$4.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
579+ 18.9% |
$61.3K - $65.5K
|
3.64K
$401K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
573+ 30.33% |
$60.7K - $64.9K
|
2.46K
$271K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
315+ 14.99% |
$33.4K - $35.7K
|
2.42K
$266K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
293+ 3.21% |
$31K - $33.2K
|
9.43K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
280+ 1.58% |
$29.7K - $31.7K
|
18K
$1.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
275+ 0.32% |
$29.1K - $31.1K
|
85.3K
$9.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
268New |
$28.4K - $30.3K
|
268
$29.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
219+ 5.58% |
$23.2K - $24.8K
|
4.14K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
194+ 2.43% |
$20.5K - $22K
|
8.17K
$901K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
191+ 6.93% |
$20.2K - $21.6K
|
2.95K
$325K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
190+ 2.83% |
$20.1K - $21.5K
|
6.91K
$761K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
185+ 28.73% |
$19.6K - $20.9K
|
829
$91.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
164+ 4.34% |
$17.4K - $18.6K
|
3.94K
$434K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
130+ 2.92% |
$13.8K - $14.7K
|
4.59K
$506K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106+ 15.34% |
$11.2K - $12K
|
797
$87.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
104+ 2.88% |
$11K - $11.8K
|
3.72K
$410K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 3.83% |
$10.6K - $11.3K
|
2.71K
$298K
|
|