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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.33K+ 3.31% |
$751K - $879K
|
229K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.24K+ 3.77% |
$742K - $868K
|
199K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.18K+ 21.05% |
$735K - $861K
|
41.3K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.13K+ 26.72% |
$731K - $855K
|
33.8K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 2.71% |
$730K - $854K
|
270K
$30M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.04K+ 148.3% |
$722K - $845K
|
11.8K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.96KNew |
$713K - $835K
|
6.96K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
6.94KNew |
$712K - $833K
|
6.94K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.8K+ 4.26% |
$697K - $816K
|
166K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.77K+ 14.24% |
$694K - $812K
|
54.3K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.75K+ 14.82% |
$692K - $810K
|
52.3K
$5.81M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.75K+ 1.3% |
$691K - $809K
|
524K
$58.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
6.74K+ 3.65% |
$691K - $809K
|
191K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.73K+ 4.95% |
$690K - $807K
|
143K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.69K+ 4.05% |
$686K - $802K
|
172K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
6.69K+ 4.88% |
$685K - $802K
|
144K
$16M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.68K+ 3.74% |
$685K - $801K
|
185K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6.63K+ 1.94% |
$680K - $795K
|
348K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 11.94% |
$674K - $788K
|
61.6K
$6.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$728K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.47K+ 2.68% |
$663K - $776K
|
248K
$27.5M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 15.3% |
$662K - $775K
|
48.7K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.37K+ 257.77% |
$653K - $764K
|
8.84K
$981K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.34K+ 11.7% |
$650K - $761K
|
60.5K
$6.72M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
6.33K+ 5.18% |
$649K - $759K
|
128K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.32K+ 7.27% |
$648K - $758K
|
93.3K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.31K+ 3.76% |
$647K - $757K
|
174K
$19.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.28K+ 9.6% |
$644K - $753K
|
71.7K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.17K+ 4.11% |
$633K - $741K
|
156K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.1K+ 56.88% |
$625K - $732K
|
16.8K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.08K+ 47.42% |
$623K - $729K
|
18.9K
$2.1M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
6.05K+ 34.86% |
$620K - $725K
|
23.4K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.03K+ 2.85% |
$618K - $724K
|
218K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6K+ 15.55% |
$615K - $720K
|
44.6K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.92K+ 1.75% |
$607K - $710K
|
343K
$38.1M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.92K+ 0.77% |
$606K - $710K
|
777K
$86.2M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.88K+ 0.76% |
$602K - $705K
|
775K
$86M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.83KNew |
$598K - $700K
|
5.83K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.75K+ 2.52% |
$590K - $690K
|
235K
$26M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.72K+ 4.55% |
$586K - $686K
|
131K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.67K+ 4.82% |
$581K - $680K
|
123K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.61K+ 6.04% |
$575K - $673K
|
98.4K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.47K+ 11.96% |
$561K - $657K
|
51.2K
$5.69M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.41K+ 0.1% |
$554K - $648K
|
5.16M
$572M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.39K+ 5.02% |
$553K - $647K
|
113K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.37K+ 1.07% |
$550K - $644K
|
509K
$56.4M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.32K+ 2.11% |
$545K - $638K
|
257K
$28.5M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.3KNew |
$543K - $635K
|
5.3K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.24KNew |
$537K - $629K
|
5.24K
$582K
|