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 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
245+ 2.25% |
$25.1K - $29.4K
|
11.1K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
239+ 6.06% |
$24.5K - $28.7K
|
4.18K
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
235+ 11.83% |
$24.1K - $28.2K
|
2.22K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
234+ 0.82% |
$24K - $28.1K
|
28.7K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
231+ 12.45% |
$23.7K - $27.7K
|
2.09K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
227+ 4.97% |
$23.3K - $27.2K
|
4.8K
$481K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
224+ 2.34% |
$23K - $26.9K
|
9.79K
$980K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
223+ 0.54% |
$22.9K - $26.8K
|
41.3K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
223+ 1.32% |
$22.9K - $26.8K
|
17.1K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
222+ 3.26% |
$22.8K - $26.6K
|
7.02K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
220+ 1.16% |
$22.5K - $26.4K
|
19.2K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
220+ 1.91% |
$22.5K - $26.4K
|
11.7K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
215+ 4.0% |
$22K - $25.8K
|
5.59K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
212+ 0.51% |
$21.7K - $25.4K
|
42K
$4.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
211+ 7.27% |
$21.6K - $25.3K
|
3.11K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
211+ 5.53% |
$21.6K - $25.3K
|
4.03K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
208+ 8.5% |
$21.3K - $25K
|
2.66K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
206+ 1.22% |
$21.1K - $24.7K
|
17.1K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
206+ 4.48% |
$21.1K - $24.7K
|
4.81K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
205+ 11.54% |
$21K - $24.6K
|
1.98K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 11.07% |
$20.7K - $24.2K
|
2.03K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
201+ 3.8% |
$20.6K - $24.1K
|
5.5K
$550K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 3.09% |
$20.5K - $24K
|
6.67K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
198+ 3.53% |
$20.3K - $23.8K
|
5.8K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
196+ 1.68% |
$20.1K - $23.5K
|
11.9K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
194+ 7.46% |
$19.9K - $23.3K
|
2.8K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
192+ 1.72% |
$19.7K - $23K
|
11.4K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.27% |
$19.7K - $23K
|
6.07K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
192+ 1.25% |
$19.7K - $23K
|
15.6K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
185+ 2.47% |
$19K - $22.2K
|
7.67K
$768K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
185+ 0.09% |
$19K - $22.2K
|
207K
$20.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
183+ 8.75% |
$18.8K - $22K
|
2.27K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
169+ 2.01% |
$17.3K - $20.3K
|
8.57K
$858K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
164+ 1.23% |
$16.8K - $19.7K
|
13.5K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
156+ 2.25% |
$16K - $18.7K
|
7.08K
$709K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
154+ 1.4% |
$15.8K - $18.5K
|
11.1K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
153+ 2.38% |
$15.7K - $18.4K
|
6.58K
$659K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
151+ 8.3% |
$15.5K - $18.1K
|
1.97K
$197K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
149+ 2.2% |
$15.3K - $17.9K
|
6.93K
$694K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
149+ 4.19% |
$15.3K - $17.9K
|
3.7K
$371K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
148+ 3.66% |
$15.2K - $17.8K
|
4.19K
$419K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
148+ 0.05% |
$15.2K - $17.8K
|
276K
$27.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
145+ 1.1% |
$14.9K - $17.4K
|
13.3K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
134+ 4.1% |
$13.7K - $16.1K
|
3.4K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
131+ 0.18% |
$13.4K - $15.7K
|
74K
$7.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
128+ 4.33% |
$13.1K - $15.4K
|
3.08K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
128+ 105.79% |
$13.1K - $15.4K
|
249
$24.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125New |
$12.8K - $15K
|
125
$12.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
121+ 0.89% |
$12.4K - $14.5K
|
13.7K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
115+ 0.09% |
$11.8K - $13.8K
|
132K
$13.3M
|