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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 5.16% |
$110K - $125K
|
23.3K
$2.46M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.1K+ 26.07% |
$105K - $120K
|
5.32K
$563K
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.1K+ 16.42% |
$105K - $120K
|
7.78K
$823K
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.08K+ 45.34% |
$103K - $117K
|
3.45K
$365K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.06K+ 2.83% |
$102K - $116K
|
38.7K
$4.09M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.05K+ 5.95% |
$100K - $114K
|
18.7K
$1.97M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 1.88% |
$100K - $114K
|
56.7K
$6M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
1.02K+ 1.5% |
$97.6K - $111K
|
68.9K
$7.29M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
995+ 21.64% |
$95.3K - $108K
|
5.59K
$592K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
970+ 2.02% |
$92.9K - $106K
|
48.9K
$5.18M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
961New |
$92.1K - $105K
|
961
$102K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
956+ 2.08% |
$91.6K - $104K
|
46.8K
$4.95M
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
951+ 26.08% |
$91.1K - $104K
|
4.6K
$486K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
939+ 7.18% |
$90K - $102K
|
14K
$1.48M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
925+ 11.73% |
$88.6K - $101K
|
8.81K
$932K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
923+ 7.73% |
$88.4K - $101K
|
12.9K
$1.36M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
889+ 23.64% |
$85.2K - $96.9K
|
4.65K
$492K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
864New |
$82.8K - $94.2K
|
864
$91.4K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
828+ 3.03% |
$79.3K - $90.3K
|
28.2K
$2.98M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
822+ 0.94% |
$78.8K - $89.6K
|
87.9K
$9.3M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
794+ 1.59% |
$76.1K - $86.6K
|
50.9K
$5.38M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
722+ 20.75% |
$69.2K - $78.7K
|
4.2K
$445K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
720New |
$69K - $78.5K
|
720
$76.2K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
697+ 16.04% |
$66.8K - $76K
|
5.04K
$534K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 1.58% |
$65.9K - $75K
|
44.1K
$4.67M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
671+ 4.47% |
$64.3K - $73.2K
|
15.7K
$1.66M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
662+ 4.48% |
$63.4K - $72.2K
|
15.4K
$1.63M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
660+ 5.19% |
$63.2K - $72K
|
13.4K
$1.41M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
631+ 11.48% |
$60.5K - $68.8K
|
6.13K
$648K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
586New |
$56.1K - $63.9K
|
586
$62K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
583+ 12.32% |
$55.9K - $63.6K
|
5.32K
$562K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
527+ 16.82% |
$50.5K - $57.5K
|
3.66K
$387K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
522+ 12.64% |
$50K - $56.9K
|
4.65K
$492K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
504New |
$48.3K - $55K
|
504
$53.3K
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
495+ 9.38% |
$47.4K - $54K
|
5.77K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
490+ 2.09% |
$46.9K - $53.4K
|
23.9K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
464+ 0.94% |
$44.5K - $50.6K
|
49.6K
$5.25M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
450+ 6.43% |
$43.1K - $49.1K
|
7.45K
$788K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 2.06% |
$40K - $45.5K
|
20.7K
$2.19M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
416+ 5.42% |
$39.9K - $45.4K
|
8.1K
$857K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
411+ 16.04% |
$39.4K - $44.8K
|
2.97K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
410+ 9.63% |
$39.3K - $44.7K
|
4.67K
$494K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
400New |
$38.3K - $43.6K
|
400
$42.3K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
400+ 16.98% |
$38.3K - $43.6K
|
2.76K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
383+ 19150.0% |
$36.7K - $41.8K
|
385
$40.7K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
381+ 4.57% |
$36.5K - $41.5K
|
8.71K
$921K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
361+ 4.67% |
$34.6K - $39.4K
|
8.09K
$856K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
346+ 5.01% |
$33.2K - $37.7K
|
7.25K
$767K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $34.9K
|
320
$33.9K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
318+ 3.91% |
$30.5K - $34.7K
|
8.45K
$894K
|