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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.5KNew |
$292K - $350K
|
3.5K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.03KNew |
$253K - $303K
|
3.03K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.79KNew |
$233K - $279K
|
2.79K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.71K+ 3.7% |
$227K - $271K
|
76K
$8.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.7KNew |
$225K - $270K
|
2.7K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.29K+ 46.38% |
$191K - $229K
|
7.23K
$796K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.24KNew |
$187K - $224K
|
2.24K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.12KNew |
$177K - $212K
|
2.12K
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05KNew |
$171K - $205K
|
2.05K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.55KNew |
$129K - $155K
|
1.55K
$170K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 3.34% |
$122K - $146K
|
45K
$4.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.13K+ 53.96% |
$94.6K - $113K
|
3.23K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.07K+ 12.29% |
$89.2K - $107K
|
9.76K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
564+ 20.46% |
$47.1K - $56.4K
|
3.32K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
348New |
$29.1K - $34.8K
|
348
$38.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335New |
$28K - $33.5K
|
335
$36.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
303New |
$25.3K - $30.3K
|
303
$33.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
280New |
$23.4K - $28K
|
280
$30.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
246New |
$20.6K - $24.6K
|
246
$27.1K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
210+ 7.31% |
$17.5K - $21K
|
3.08K
$340K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
150+ 7.1% |
$12.5K - $15K
|
2.26K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
124New |
$10.4K - $12.4K
|
124
$13.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120+ 14.41% |
$10K - $12K
|
953
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
113+ 3.27% |
$9.44K - $11.3K
|
3.57K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
110+ 49.33% |
$9.19K - $11K
|
333
$36.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110+ 11000.0% |
$9.19K - $11K
|
111
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
105New |
$8.77K - $10.5K
|
105
$11.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100New |
$8.35K - $10K
|
100
$11K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79New |
$6.6K - $7.9K
|
79
$8.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
64+ 14.65% |
$5.35K - $6.4K
|
501
$55.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40+ 1.67% |
$3.34K - $4K
|
2.43K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
36New |
$3.01K - $3.6K
|
36
$3.97K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
33New |
$2.76K - $3.3K
|
33
$3.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
32+ 1.44% |
$2.67K - $3.2K
|
2.26K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.62% |
$251 - $300
|
488
$53.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 0.31% |
$251 - $300
|
969
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.56% |
$167 - $200
|
358
$39.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
1+ 25.0% |
$83.5 - $100
|
5
$551
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$83.5 - $100
|
3.31K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 3.13% |
$83.5 - $100
|
33
$3.64K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.24% |
$83.5 - $100
|
415
$45.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
130KNew |
$12.5M - $14.6M
|
130K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
108K+ 1553.52% |
$10.4M - $12.1M
|
115K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
78.2KNew |
$7.53M - $8.78M
|
78.2K
$8.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
51.6KNew |
$4.97M - $5.79M
|
51.6K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.6KNew |
$4.29M - $5M
|
44.6K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
36.1KNew |
$3.47M - $4.05M
|
36.1K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
17.8KNew |
$1.72M - $2M
|
17.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
17.4KNew |
$1.68M - $1.96M
|
17.4K
$1.92M
|
|