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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
300K+ 63.37% |
$30.8M - $36M
|
775K
$78.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$254M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$254M
|
|
|
Apr 28, 2025
Q1 2025
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
250KNew |
$25.6M - $30M
|
250K
$25.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
187KNew |
$19.2M - $22.5M
|
187K
$18.9M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
180K+ 14.59% |
$18.4M - $21.6M
|
1.41M
$142M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
164K+ 314.41% |
$16.8M - $19.6M
|
216K
$21.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
138KNew |
$14.2M - $16.6M
|
138K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
127K+ 4333.72% |
$13M - $15.2M
|
130K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
116K+ 27.7% |
$11.9M - $13.9M
|
533K
$53.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111K+ 85.71% |
$11.4M - $13.3M
|
241K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.7K+ 75.03% |
$9.4M - $11M
|
214K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
90.8K+ 21.26% |
$9.31M - $10.9M
|
518K
$52.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
90.7K+ 4.25% |
$9.29M - $10.9M
|
2.22M
$224M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
78.3KNew |
$8.02M - $9.39M
|
78.3K
$7.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
76.2K+ 30.6% |
$7.81M - $9.14M
|
325K
$32.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
70.4K+ 31.79% |
$7.22M - $8.45M
|
292K
$29.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
64KNew |
$6.56M - $7.68M
|
64K
$6.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
59.8K+ 2215.72% |
$6.12M - $7.17M
|
62.5K
$6.3M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
58K+ 2500.56% |
$5.95M - $6.96M
|
60.3K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
56.5K+ 10.98% |
$5.79M - $6.78M
|
571K
$57.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
52K+ 34.67% |
$5.33M - $6.24M
|
202K
$20.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
51.8K+ 41.83% |
$5.3M - $6.21M
|
175K
$17.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
49.6K+ 16.29% |
$5.08M - $5.95M
|
354K
$35.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
48.6K+ 566.69% |
$4.98M - $5.83M
|
57.2K
$5.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
48.6K+ 6.19% |
$4.98M - $5.83M
|
834K
$84.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
45.6K+ 16.1% |
$4.67M - $5.47M
|
329K
$33.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45.1KNew |
$4.63M - $5.41M
|
45.1K
$4.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
42.9K+ 25.77% |
$4.4M - $5.15M
|
209K
$21.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.7K+ 1.7% |
$4.27M - $5M
|
2.49M
$251M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
39.9K+ 14.91% |
$4.09M - $4.79M
|
308K
$31M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38K+ 33.99% |
$3.89M - $4.55M
|
150K
$15.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37.8K+ 16.43% |
$3.87M - $4.53M
|
268K
$27M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.6K+ 3.66% |
$3.75M - $4.39M
|
1.04M
$105M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 7.36% |
$3.74M - $4.37M
|
532K
$53.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35K+ 72.82% |
$3.59M - $4.2M
|
83.2K
$8.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
34.1KNew |
$3.49M - $4.09M
|
34.1K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
33.6K+ 12.12% |
$3.44M - $4.03M
|
311K
$31.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.6K+ 14.04% |
$3.44M - $4.03M
|
273K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 4.55% |
$3.39M - $3.97M
|
760K
$76.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
31.2K+ 20.16% |
$3.19M - $3.74M
|
186K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.4K+ 7.46% |
$3.11M - $3.64M
|
438K
$44.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
29.8K+ 9.59% |
$3.06M - $3.58M
|
341K
$34.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.5K+ 38.85% |
$3.03M - $3.54M
|
106K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 108.64% |
$2.96M - $3.46M
|
55.5K
$5.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.1K+ 104184.62% |
$2.78M - $3.25M
|
27.1K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
26.8KNew |
$2.75M - $3.22M
|
26.8K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
26.4K+ 23.96% |
$2.7M - $3.16M
|
136K
$13.8M
|