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 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
288+ 0.66% |
$30.1K - $34K
|
44K
$4.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
273+ 0.6% |
$28.6K - $32.2K
|
45.4K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
265New |
$27.7K - $31.3K
|
265
$25.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
257+ 5.5% |
$26.9K - $30.3K
|
4.93K
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
244New |
$25.5K - $28.8K
|
244
$23.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
244+ 4.5% |
$25.5K - $28.8K
|
5.67K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
240+ 3.25% |
$25.1K - $28.3K
|
7.62K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
235+ 0.45% |
$24.6K - $27.7K
|
52.1K
$5.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
230+ 0.67% |
$24.1K - $27.2K
|
34.7K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
229New |
$24K - $27K
|
229
$22.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
226+ 3.69% |
$23.6K - $26.7K
|
6.35K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
225+ 4.82% |
$23.5K - $26.6K
|
4.89K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
220+ 15.65% |
$23K - $26K
|
1.63K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
216+ 100.47% |
$22.6K - $25.5K
|
431
$41.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
210+ 7.19% |
$22K - $24.8K
|
3.13K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
202New |
$21.1K - $23.8K
|
202
$19.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
199+ 6.11% |
$20.8K - $23.5K
|
3.46K
$336K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
197+ 2.09% |
$20.6K - $23.3K
|
9.61K
$934K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
193New |
$20.2K - $22.8K
|
193
$18.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
186+ 1.48% |
$19.5K - $22K
|
12.8K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
185+ 48.3% |
$19.3K - $21.8K
|
568
$55.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
180New |
$18.8K - $21.2K
|
180
$17.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
179+ 3.1% |
$18.7K - $21.1K
|
5.95K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
179+ 3.67% |
$18.7K - $21.1K
|
5.06K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
172+ 2.94% |
$18K - $20.3K
|
6.02K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
169+ 6.7% |
$17.7K - $20K
|
2.69K
$262K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
168New |
$17.6K - $19.8K
|
168
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
147+ 0.32% |
$15.4K - $17.4K
|
45.9K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
143+ 4.28% |
$15K - $16.9K
|
3.48K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
143+ 893.75% |
$15K - $16.9K
|
159
$15.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
135+ 4.21% |
$14.1K - $15.9K
|
3.34K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132+ 1015.38% |
$13.8K - $15.6K
|
145
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
132+ 5.04% |
$13.8K - $15.6K
|
2.75K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
130+ 4.22% |
$13.6K - $15.3K
|
3.21K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
119New |
$12.4K - $14K
|
119
$11.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
118+ 1.1% |
$12.3K - $13.9K
|
10.8K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
115New |
$12K - $13.6K
|
115
$11.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
115+ 2.65% |
$12K - $13.6K
|
4.46K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
111New |
$11.6K - $13.1K
|
111
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$11.5K - $13K
|
110
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109+ 1.86% |
$11.4K - $12.9K
|
5.97K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
108+ 0.89% |
$11.3K - $12.7K
|
12.3K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
108+ 0.77% |
$11.3K - $12.7K
|
14.1K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
103+ 5.65% |
$10.8K - $12.2K
|
1.93K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$10.5K - $11.8K
|
100
$9.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100+ 9.29% |
$10.5K - $11.8K
|
1.18K
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
95+ 4.66% |
$9.94K - $11.2K
|
2.14K
$208K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
93+ 2.78% |
$9.73K - $11K
|
3.44K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
91New |
$9.52K - $10.7K
|
91
$8.84K
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
88+ 0.21% |
$9.2K - $10.4K
|
41.2K
$4M
|