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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
521New |
$44.9K - $53.9K
|
521
$57.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
328+ 3.9% |
$28.3K - $33.9K
|
8.74K
$962K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
314New |
$27.1K - $32.5K
|
314
$34.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
304New |
$26.2K - $31.4K
|
304
$33.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300New |
$25.9K - $31K
|
300
$33.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
204New |
$17.6K - $21.1K
|
204
$22.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$16.5K - $19.7K
|
191
$21K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
180New |
$15.5K - $18.6K
|
180
$19.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
140New |
$12.1K - $14.5K
|
140
$15.4K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
109New |
$9.4K - $11.3K
|
109
$12K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
100+ 1.73% |
$8.62K - $10.3K
|
5.88K
$648K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
29New |
$2.5K - $3K
|
29
$3.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
26New |
$2.24K - $2.69K
|
26
$2.86K
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
23New |
$1.98K - $2.38K
|
23
$2.53K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
11New |
$948 - $1.14K
|
11
$1.21K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5+ 2.38% |
$431 - $517
|
215
$23.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$259 - $310
|
10.1K
$1.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$172 - $207
|
1.58K
$174K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
1+ 0.04% |
$86.2 - $103
|
2.24K
$247K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
136KNew |
$13.2M - $14.6M
|
136K
$15M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
14.5KNew |
$1.41M - $1.56M
|
14.5K
$1.6M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13.2KNew |
$1.28M - $1.41M
|
13.2K
$1.45M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.18KNew |
$697K - $770K
|
7.18K
$791K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.43KNew |
$236K - $261K
|
2.43K
$268K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
475+ 950.0% |
$46.1K - $50.9K
|
525
$57.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
22+ 11.34% |
$2.14K - $2.36K
|
216
$23.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
48.7KNew |
$4.83M - $5.4M
|
48.7K
$5.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.84KNew |
$381K - $426K
|
3.84K
$423K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2.36KNew |
$234K - $261K
|
2.36K
$260K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.27KNew |
$225K - $252K
|
2.27K
$250K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
694New |
$68.8K - $76.9K
|
694
$76.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
250New |
$24.8K - $27.7K
|
250
$27.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
163New |
$16.2K - $18.1K
|
163
$18K
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
150New |
$14.9K - $16.6K
|
150
$16.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
120New |
$11.9K - $13.3K
|
120
$13.2K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
112New |
$11.1K - $12.4K
|
112
$12.3K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
40.6KNew |
$3.91M - $4.32M
|
40.6K
$4.48M
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
526New |
$52.1K - $58.1K
|
526
$58K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
367+ 11.54% |
$36.4K - $40.5K
|
3.55K
$391K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
216New |
$21.4K - $23.9K
|
216
$23.8K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$903K - $1.21M
|
11.2K
$1.24M
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
BUY
|
- |
22.9K+ 100.0% |
$1.42M - $1.86M
|
45.7K
$5.04M
|
|
|
Feb 10, 2021
Q4 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.21K+ 100.0% |
$137K - $180K
|
4.42K
$487K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
1.98K+ 100.0% |
$123K - $161K
|
3.96K
$437K
|
|
|
Feb 16, 2021
Q4 2020
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
647+ 100.0% |
$40.2K - $52.7K
|
1.29K
$143K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
330New |
$20.5K - $26.9K
|
330
$36.4K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
244New |
$15.2K - $19.9K
|
244
$26.9K
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
201+ 100.0% |
$12.5K - $16.4K
|
402
$44.3K
|
|
|
Jan 22, 2021
Q4 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
159+ 100.0% |
$9.88K - $13K
|
318
$35K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
144+ 100.0% |
$8.94K - $11.7K
|
288
$31.7K
|
|