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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
73+ 6.27% |
$7.23K - $8.19K
|
1.24K
$136K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
66+ 2.03% |
$6.53K - $7.41K
|
3.32K
$366K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
66+ 0.71% |
$6.53K - $7.41K
|
9.36K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
65+ 2.49% |
$6.43K - $7.29K
|
2.68K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58+ 0.49% |
$5.74K - $6.51K
|
11.8K
$1.3M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
53+ 2.58% |
$5.25K - $5.95K
|
2.1K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
50+ 2.12% |
$4.95K - $5.61K
|
2.41K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
BUY
|
- |
42+ 0.67% |
$4.16K - $4.71K
|
6.27K
$691K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
42+ 36.84% |
$4.16K - $4.71K
|
156
$17.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
36+ 0.44% |
$3.56K - $4.04K
|
8.29K
$913K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
31+ 0.68% |
$3.07K - $3.48K
|
4.56K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.38% |
$2.97K - $3.37K
|
7.9K
$871K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
29+ 0.93% |
$2.87K - $3.25K
|
3.16K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 0.81% |
$2.87K - $3.25K
|
3.63K
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
28+ 0.8% |
$2.77K - $3.14K
|
3.51K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
27+ 0.3% |
$2.67K - $3.03K
|
8.92K
$982K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.41% |
$2.47K - $2.81K
|
6.09K
$671K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
23+ 0.42% |
$2.28K - $2.58K
|
5.45K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21+ 0.34% |
$2.08K - $2.36K
|
6.21K
$684K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
20+ 0.99% |
$1.98K - $2.24K
|
2.03K
$224K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.88K - $2.13K
|
4.18K
$460K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
18+ 0.2% |
$1.78K - $2.02K
|
8.85K
$975K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.24% |
$1.78K - $2.02K
|
7.47K
$823K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.39% |
$1.58K - $1.8K
|
4.15K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.46% |
$1.48K - $1.68K
|
3.29K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.94% |
$1.29K - $1.46K
|
1.4K
$154K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.12% |
$1.09K - $1.23K
|
9.34K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.26% |
$1.09K - $1.23K
|
4.2K
$463K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
11+ 0.15% |
$1.09K - $1.23K
|
7.31K
$805K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11+ 0.3% |
$1.09K - $1.23K
|
3.72K
$410K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
11+ 0.24% |
$1.09K - $1.23K
|
4.64K
$511K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
11+ 0.11% |
$1.09K - $1.23K
|
10.1K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10+ 0.18% |
$990 - $1.12K
|
5.52K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9+ 0.44% |
$891 - $1.01K
|
2.04K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.13% |
$891 - $1.01K
|
6.86K
$756K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.48% |
$891 - $1.01K
|
1.88K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
8+ 0.33% |
$792 - $898
|
2.41K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.05% |
$693 - $785
|
14.3K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$693 - $785
|
4.39K
$484K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.45% |
$693 - $785
|
1.56K
$171K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.56% |
$693 - $785
|
1.26K
$138K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.09% |
$693 - $785
|
7.45K
$821K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.15% |
$594 - $673
|
4.01K
$442K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
5New |
$495 - $561
|
5
$551
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.06% |
$396 - $449
|
6.31K
$696K
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
4+ 0.02% |
$396 - $449
|
20K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4New |
$396 - $449
|
4
$441
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$396 - $449
|
1.33K
$147K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.03% |
$297 - $337
|
10.9K
$1.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.08% |
$198 - $224
|
2.57K
$283K
|
|