Latest Institutional Purchases of Ishares Core S&P Sm Cap ETF (IJR)
This list provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) 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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
477KNew |
$54.4M - $60.8M
|
477K
$56.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
470K+ 80.47% |
$53.5M - $59.8M
|
1.05M
$125M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
320K+ 37.91% |
$36.5M - $40.8M
|
1.16M
$138M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
295K+ 59.16% |
$33.6M - $37.6M
|
794K
$94M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
286K+ 3863.1% |
$32.5M - $36.4M
|
293K
$34.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
239KNew |
$27.3M - $30.5M
|
239K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
223K+ 11.02% |
$25.4M - $28.4M
|
2.25M
$266M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$22.3M - $24.9M
|
196K
$23.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
181KNew |
$20.6M - $23.1M
|
181K
$21.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
161K+ 20.06% |
$18.4M - $20.5M
|
964K
$114M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
161K+ 1383.62% |
$18.3M - $20.4M
|
172K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
156KNew |
$17.8M - $19.9M
|
156K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
150KNew |
$17.1M - $19.1M
|
150K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
148K+ 2.96% |
$16.8M - $18.8M
|
5.14M
$609M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
130K+ 15.68% |
$14.8M - $16.6M
|
959K
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124KNew |
$14.2M - $15.8M
|
124K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
120K+ 5.84% |
$13.7M - $15.3M
|
2.18M
$258M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
109K+ 15441.95% |
$12.5M - $13.9M
|
110K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
107K+ 168.94% |
$12.2M - $13.6M
|
170K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
101K+ 246.33% |
$11.5M - $12.8M
|
142K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
83.9KNew |
$9.55M - $10.7M
|
83.9K
$9.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80.3K+ 245.87% |
$9.15M - $10.2M
|
113K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
75.8KNew |
$8.63M - $9.65M
|
75.8K
$8.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
75.1KNew |
$8.56M - $9.57M
|
75.1K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
72.3K+ 10.61% |
$8.23M - $9.2M
|
753K
$89.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
69.6KNew |
$7.93M - $8.86M
|
69.6K
$8.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
68.7KNew |
$7.82M - $8.75M
|
68.7K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
68KNew |
$7.74M - $8.66M
|
68K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
67.8K+ 42.82% |
$7.73M - $8.64M
|
226K
$26.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
61.1KNew |
$6.96M - $7.78M
|
61.1K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
56.1K+ 154.32% |
$6.39M - $7.15M
|
92.5K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
51.5K+ 75.2% |
$5.86M - $6.56M
|
120K
$14.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 3.96% |
$5.4M - $6.04M
|
1.24M
$147M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
45.2K+ 93.24% |
$5.14M - $5.75M
|
93.6K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.8K+ 17.24% |
$5.1M - $5.7M
|
304K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
40.1K+ 111.48% |
$4.57M - $5.1M
|
76K
$9M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
38.3K+ 50.41% |
$4.36M - $4.88M
|
114K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37.7K+ 1.8% |
$4.3M - $4.81M
|
2.13M
$252M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
35.2KNew |
$4.01M - $4.48M
|
35.2K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
34.7KNew |
$3.96M - $4.42M
|
34.7K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5K+ 8.84% |
$3.93M - $4.4M
|
425K
$50.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34.3K+ 500.98% |
$3.9M - $4.37M
|
41.1K
$4.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34.2K+ 23.77% |
$3.9M - $4.36M
|
178K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
33.4KNew |
$3.81M - $4.26M
|
33.4K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
33K+ 68.14% |
$3.75M - $4.2M
|
81.3K
$9.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$3.72M - $4.16M
|
32.7K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
32.5K+ 192.96% |
$3.7M - $4.13M
|
49.3K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
32.3KNew |
$3.68M - $4.12M
|
32.3K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
32KNew |
$3.65M - $4.08M
|
32K
$3.79M
|