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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.53M+ 8742.07% |
$161M - $181M
|
1.55M
$193M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44M+ 4.12% |
$152M - $170M
|
36.3M
$4.54B
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
936K+ 184.82% |
$98.7M - $111M
|
1.44M
$180M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
824K+ 15751.48% |
$86.9M - $97.5M
|
829K
$104M
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
768K+ 9428.27% |
$81.1M - $90.9M
|
777K
$97M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
689K+ 5.18% |
$72.8M - $81.6M
|
14M
$1.75B
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 21.9% |
$69.2M - $77.6M
|
3.65M
$456M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
655K+ 3.82% |
$69.1M - $77.5M
|
17.8M
$2.22B
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
591K+ 1.94% |
$62.4M - $70M
|
31M
$3.87B
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
551K+ 362.8% |
$58.2M - $65.3M
|
703K
$87.9M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
456K+ 242.82% |
$48.2M - $54M
|
644K
$80.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
447K+ 2.45% |
$47.1M - $52.9M
|
18.7M
$2.33B
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
417K+ 508.35% |
$44M - $49.3M
|
499K
$62.3M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
365K+ 426.75% |
$38.6M - $43.2M
|
451K
$56.3M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 3.78% |
$32.8M - $36.8M
|
8.53M
$1.06B
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
307K+ 5.47% |
$32.4M - $36.4M
|
5.92M
$740M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
289K+ 112.63% |
$30.5M - $34.2M
|
546K
$68.1M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
282K+ 47.88% |
$29.8M - $33.4M
|
872K
$109M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
275K+ 236.24% |
$29M - $32.5M
|
391K
$48.8M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
263K+ 4.61% |
$27.8M - $31.2M
|
5.98M
$747M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
262K+ 1130.99% |
$27.7M - $31M
|
285K
$35.6M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
260KNew |
$27.5M - $30.8M
|
260K
$32.5M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
259K+ 21.21% |
$27.4M - $30.7M
|
1.48M
$185M
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
250KNew |
$26.4M - $29.6M
|
250K
$31.2M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
235K+ 44.29% |
$24.8M - $27.8M
|
765K
$95.5M
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
231KNew |
$24.4M - $27.3M
|
231K
$28.9M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215K+ 1.35% |
$22.7M - $25.4M
|
16.1M
$2.02B
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
214K+ 1565.59% |
$22.6M - $25.3M
|
228K
$28.4M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
207K+ 641.49% |
$21.9M - $24.5M
|
240K
$29.9M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
189K+ 13.04% |
$19.9M - $22.3M
|
1.64M
$204M
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
186KNew |
$19.6M - $22M
|
186K
$23.2M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
178K+ 767.81% |
$18.8M - $21.1M
|
201K
$25.1M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
173KNew |
$18.3M - $20.5M
|
173K
$21.6M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
173K+ 206.06% |
$18.2M - $20.5M
|
257K
$32.1M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
169K+ 9.03% |
$17.8M - $20M
|
2.04M
$254M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
168KNew |
$17.7M - $19.9M
|
168K
$21M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
167K+ 18.49% |
$17.7M - $19.8M
|
1.07M
$134M
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
166K+ 34.58% |
$17.5M - $19.7M
|
647K
$80.8M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
157K+ 1.4% |
$16.6M - $18.6M
|
11.3M
$1.42B
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
152K+ 15240.0% |
$16.1M - $18M
|
153K
$19.2M
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150KNew |
$15.8M - $17.8M
|
150K
$18.7M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
145K+ 3.82% |
$15.3M - $17.2M
|
3.96M
$494M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
141K+ 186.68% |
$14.8M - $16.6M
|
216K
$27M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 1.37% |
$14.1M - $15.8M
|
9.9M
$1.24B
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
126KNew |
$13.3M - $14.9M
|
126K
$15.7M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
125K+ 567695.44% |
$13.2M - $14.8M
|
125K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 316.14% |
$12.8M - $14.3M
|
160K
$19.9M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
121K+ 6043.33% |
$12.8M - $14.3M
|
123K
$15.4M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
118KNew |
$12.5M - $14M
|
118K
$14.8M
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
115K+ 29748.45% |
$12.1M - $13.6M
|
115K
$14.4M
|