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 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.93K+ 2.96% |
$403K - $472K
|
137K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.91K+ 2.63% |
$401K - $469K
|
152K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.87K+ 69.2% |
$396K - $464K
|
9.45K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.83K+ 19.18% |
$393K - $460K
|
23.8K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.81K+ 5.65% |
$390K - $457K
|
71.2K
$7.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3.81K+ 2.58% |
$390K - $457K
|
151K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8K+ 3.4% |
$390K - $456K
|
116K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.74K+ 18.82% |
$384K - $449K
|
23.6K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.74K+ 1.82% |
$383K - $448K
|
209K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
3.69KNew |
$378K - $442K
|
3.69K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.68K+ 3.21% |
$377K - $442K
|
118K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.62K+ 6.43% |
$371K - $434K
|
60K
$6.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.62K+ 12.87% |
$371K - $434K
|
31.7K
$3.52M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.6K+ 14.32% |
$369K - $431K
|
28.7K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.59K+ 4.96% |
$368K - $430K
|
75.9K
$8.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.58K+ 8.22% |
$367K - $429K
|
47.1K
$5.23M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.54K+ 6.95% |
$362K - $424K
|
54.4K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.48K+ 20.27% |
$357K - $418K
|
20.7K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.44K+ 98.79% |
$352K - $412K
|
6.91K
$767K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.4K+ 10.41% |
$348K - $408K
|
36.1K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.39K+ 0.74% |
$348K - $407K
|
460K
$51M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.37K+ 1.96% |
$346K - $405K
|
175K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.32K+ 6.96% |
$340K - $398K
|
51K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.3K+ 2.66% |
$338K - $396K
|
127K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.27K+ 4.36% |
$335K - $393K
|
78.4K
$8.7M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.22KNew |
$330K - $387K
|
3.22K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.15K+ 12.69% |
$322K - $377K
|
27.9K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.09K+ 18.23% |
$317K - $371K
|
20.1K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.06KNew |
$314K - $367K
|
3.06K
$340K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 7.43% |
$312K - $366K
|
44K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.04K+ 3.29% |
$311K - $364K
|
95.4K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3K+ 5.81% |
$308K - $360K
|
54.7K
$6.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
2.97K+ 5.27% |
$304K - $356K
|
59.3K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.97KNew |
$304K - $356K
|
2.97K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.96K+ 35.54% |
$304K - $356K
|
11.3K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.95K+ 127.54% |
$302K - $354K
|
5.26K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.93K+ 4.44% |
$301K - $352K
|
69K
$7.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.92K+ 15.68% |
$299K - $350K
|
21.5K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.91K+ 0.32% |
$298K - $349K
|
899K
$99.8M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 5.32% |
$293K - $343K
|
56.7K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.85K+ 4.63% |
$292K - $342K
|
64.4K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.85K+ 118.63% |
$292K - $341K
|
5.25K
$582K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.8K+ 1.06% |
$287K - $336K
|
267K
$29.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.8KNew |
$287K - $336K
|
2.8K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.79K+ 36.79% |
$286K - $335K
|
10.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.78K+ 11.45% |
$285K - $333K
|
27K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 0.9% |
$284K - $332K
|
310K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.76KNew |
$283K - $332K
|
2.76K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76K+ 13.59% |
$283K - $331K
|
23.1K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.73KNew |
$280K - $328K
|
2.73K
$303K
|