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 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.91KNew |
$183K - $208K
|
1.91K
$185K
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.89KNew |
$181K - $206K
|
1.89K
$184K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.88KNew |
$180K - $205K
|
1.88K
$183K
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.08K+ 45.34% |
$103K - $117K
|
3.45K
$335K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
720New |
$69K - $78.5K
|
720
$70K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
610+ 2.89% |
$58.4K - $66.5K
|
21.8K
$2.11M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
586New |
$56.1K - $63.9K
|
586
$57K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
583+ 12.32% |
$55.9K - $63.6K
|
5.32K
$517K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
504New |
$48.3K - $55K
|
504
$49K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
417+ 2.06% |
$40K - $45.5K
|
20.7K
$2.01M
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
400New |
$38.3K - $43.6K
|
400
$38.9K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
320New |
$30.7K - $34.9K
|
320
$31.1K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
303+ 0.25% |
$29K - $33K
|
121K
$11.8M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
291+ 5.76% |
$27.9K - $31.7K
|
5.34K
$519K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
150New |
$14.4K - $16.4K
|
150
$14.6K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
138+ 3.87% |
$13.2K - $15K
|
3.71K
$360K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
134+ 31.53% |
$12.8K - $14.6K
|
559
$54.3K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
125+ 4.32% |
$12K - $13.6K
|
3.02K
$294K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
118New |
$11.3K - $12.9K
|
118
$11.5K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
110+ 4.48% |
$10.5K - $12K
|
2.57K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
100New |
$9.58K - $10.9K
|
100
$9.72K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100New |
$9.58K - $10.9K
|
100
$9.72K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100+ 2.7% |
$9.58K - $10.9K
|
3.81K
$370K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
92+ 7.01% |
$8.81K - $10K
|
1.4K
$136K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
53+ 2.61% |
$5.08K - $5.78K
|
2.08K
$203K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50New |
$4.79K - $5.45K
|
50
$4.86K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
19New |
$1.82K - $2.07K
|
19
$1.85K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.28% |
$1.63K - $1.85K
|
6.06K
$589K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
15New |
$1.44K - $1.64K
|
15
$1.46K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7New |
$671 - $763
|
7
$680
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
7+ 1.98% |
$671 - $763
|
361
$35.1K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4+ 0.15% |
$383 - $436
|
2.63K
$256K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$287 - $327
|
3
$292
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2New |
$192 - $218
|
2
$194
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.15% |
$95.8 - $109
|
667
$64.8K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.78% |
$95.8 - $109
|
130
$12.6K
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
58.7KNew |
$5.52M - $6M
|
58.7K
$5.71M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20KNew |
$1.88M - $2.04M
|
20K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.64KNew |
$625K - $678K
|
6.64K
$645K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.67KNew |
$534K - $579K
|
5.67K
$551K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.47K+ 109.0% |
$421K - $456K
|
8.57K
$833K
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.24KNew |
$399K - $433K
|
4.24K
$412K
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.11KNew |
$387K - $420K
|
4.11K
$399K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.06KNew |
$288K - $312K
|
3.06K
$297K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1K+ 525.0% |
$198K - $214K
|
2.5K
$243K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.75K+ 78.74% |
$165K - $179K
|
3.97K
$386K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.09KNew |
$103K - $111K
|
1.09K
$106K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
687+ 12.84% |
$64.7K - $70.2K
|
6.04K
$587K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
608New |
$57.2K - $62.1K
|
608
$59.1K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
567New |
$53.4K - $57.9K
|
567
$55.1K
|