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 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
59+ 1.07% |
$6.05K - $7.08K
|
5.6K
$560K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58+ 2.52% |
$5.94K - $6.96K
|
2.36K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 0.25% |
$5.53K - $6.48K
|
21.9K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 1.36% |
$5.23K - $6.12K
|
3.81K
$381K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49+ 1.43% |
$5.02K - $5.88K
|
3.48K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
48+ 0.57% |
$4.92K - $5.76K
|
8.41K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
48+ 0.13% |
$4.92K - $5.76K
|
37.2K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 1.96% |
$4.51K - $5.28K
|
2.29K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
40+ 1.41% |
$4.1K - $4.8K
|
2.88K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.1K - $4.8K
|
56.8K
$5.69M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 2.08% |
$4K - $4.68K
|
1.91K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$4K - $4.68K
|
56K
$5.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.24% |
$4K - $4.68K
|
16.1K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 1.45% |
$3.89K - $4.56K
|
2.67K
$267K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.35% |
$3.79K - $4.44K
|
2.77K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.64% |
$3.59K - $4.2K
|
2.16K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35+ 0.36% |
$3.59K - $4.2K
|
9.71K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
34+ 1.21% |
$3.48K - $4.08K
|
2.85K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$3.48K - $4.08K
|
17.1K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 0.64% |
$3.07K - $3.6K
|
4.7K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
29+ 0.39% |
$2.97K - $3.48K
|
7.56K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 0.69% |
$2.87K - $3.36K
|
4.1K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.57% |
$2.87K - $3.36K
|
4.94K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 1.45% |
$2.87K - $3.36K
|
1.95K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 2.66% |
$2.56K - $3K
|
964
$96.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.28% |
$2.15K - $2.52K
|
7.51K
$752K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21+ 3.52% |
$2.15K - $2.52K
|
618
$61.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
20+ 0.52% |
$2.05K - $2.4K
|
3.88K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
20+ 0.29% |
$2.05K - $2.4K
|
6.81K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
19+ 0.17% |
$1.95K - $2.28K
|
11K
$1.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.31K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
15+ 0.26% |
$1.54K - $1.8K
|
5.88K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.56K
|
4.97K
$498K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12+ 0.5% |
$1.23K - $1.44K
|
2.4K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.15% |
$1.13K - $1.32K
|
7.45K
$746K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.02K - $1.2K
|
3.61K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.16% |
$922 - $1.08K
|
5.59K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.3% |
$922 - $1.08K
|
2.98K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.27% |
$820 - $960
|
3.01K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$820 - $960
|
3.56K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.28% |
$717 - $840
|
2.49K
$249K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.05% |
$717 - $840
|
12.9K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.29% |
$615 - $720
|
2.04K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6+ 0.11% |
$615 - $720
|
5.35K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.03% |
$512 - $600
|
15.4K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4+ 0.2% |
$410 - $480
|
1.98K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$410 - $480
|
3.36K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.14% |
$307 - $360
|
2.11K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$307 - $360
|
2.94K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
2+ 0.09% |
$205 - $240
|
2.24K
$224K
|