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 |
|---|---|---|---|---|---|---|---|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.18KNew |
$697K - $770K
|
7.18K
$782K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.43KNew |
$236K - $261K
|
2.43K
$265K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
475+ 950.0% |
$46.1K - $50.9K
|
525
$57.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
22+ 11.34% |
$2.14K - $2.36K
|
216
$23.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
48.7KNew |
$4.83M - $5.4M
|
48.7K
$5.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.84KNew |
$381K - $426K
|
3.84K
$419K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2.36KNew |
$234K - $261K
|
2.36K
$257K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.27KNew |
$225K - $252K
|
2.27K
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
694New |
$68.8K - $76.9K
|
694
$75.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
250New |
$24.8K - $27.7K
|
250
$27.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
163New |
$16.2K - $18.1K
|
163
$17.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
150New |
$14.9K - $16.6K
|
150
$16.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
120New |
$11.9K - $13.3K
|
120
$13.1K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
112New |
$11.1K - $12.4K
|
112
$12.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$1.42K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40.6KNew |
$3.91M - $4.32M
|
40.6K
$4.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
900+ 4090.91% |
$86.6K - $95.7K
|
922
$100K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
526New |
$52.1K - $58.1K
|
526
$57.3K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
367+ 11.54% |
$36.4K - $40.5K
|
3.55K
$386K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
216New |
$21.4K - $23.9K
|
216
$23.5K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$903K - $1.21M
|
11.2K
$1.22M
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
22.9K+ 100.0% |
$1.42M - $1.86M
|
45.7K
$4.98M
|
|
|
Feb 10, 2021
Q4 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.21K+ 100.0% |
$137K - $180K
|
4.42K
$481K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
1.98K+ 100.0% |
$123K - $161K
|
3.96K
$432K
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
647+ 100.0% |
$40.2K - $52.7K
|
1.29K
$141K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
548+ 100.0% |
$34K - $44.7K
|
1.1K
$119K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
330New |
$20.5K - $26.9K
|
330
$35.9K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
244New |
$15.2K - $19.9K
|
244
$26.6K
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
201+ 100.0% |
$12.5K - $16.4K
|
402
$43.8K
|
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
159+ 100.0% |
$9.88K - $13K
|
318
$34.6K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
144+ 100.0% |
$8.94K - $11.7K
|
288
$31.4K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
90New |
$5.59K - $7.34K
|
90
$9.8K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
85+ 62.96% |
$5.28K - $6.93K
|
220
$24K
|
|
|
Feb 09, 2021
Q4 2020
|
Rice Partnership, LLC
|
BUY
|
- |
50+ 100.0% |
$3.11K - $4.08K
|
100
$10.9K
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 100.0% |
$3.11K - $4.08K
|
100
$10.9K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
40New |
$2.48K - $3.26K
|
40
$4.36K
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4+ 100.0% |
$248 - $326
|
8
$871
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
188New |
$10.7K - $12.6K
|
188
$20.5K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14.3K+ 483.94% |
$650K - $994K
|
17.3K
$1.89M
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.57KNew |
$113K - $126K
|
1.57K
$170K
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
81.5KNew |
N/A
|
81.5K
$8.88M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
3.68KNew |
N/A
|
3.68K
$400K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
50.3KNew |
N/A
|
50.3K
$5.48M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$2.08M
|
|
| Q2 2018 | |||||||
|
Aug 09, 2018
Q2 2018
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$167K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.91K+ 1995.27% |
N/A
|
6.2K
$676K
|
|