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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
130K+ 15.68% |
$14.8M - $16.6M
|
959K
$96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
129K+ 7.29% |
$14.6M - $16.4M
|
1.89M
$189M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
127K+ 97.92% |
$14.5M - $16.2M
|
257K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124KNew |
$14.2M - $15.8M
|
124K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
124K+ 37.63% |
$14.1M - $15.8M
|
453K
$45.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
124K+ 4.12% |
$14.1M - $15.8M
|
3.13M
$313M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
115KNew |
$13.1M - $14.6M
|
115K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
115K+ 17.82% |
$13.1M - $14.6M
|
759K
$76M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109K+ 50.63% |
$12.5M - $13.9M
|
325K
$32.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
107K+ 168.94% |
$12.2M - $13.6M
|
170K
$17M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
105KNew |
$12M - $13.4M
|
105K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
105K+ 52.18% |
$12M - $13.4M
|
306K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
101K+ 3.84% |
$11.6M - $12.9M
|
2.74M
$274M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
99.8K+ 85.7% |
$11.4M - $12.7M
|
216K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
97K+ 3797.06% |
$11.1M - $12.4M
|
99.6K
$9.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
86.8KNew |
$9.89M - $11.1M
|
86.8K
$8.69M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82K+ 15.79% |
$9.34M - $10.4M
|
601K
$60.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
78.4K+ 4.79% |
$8.93M - $9.99M
|
1.71M
$172M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
78K+ 30.37% |
$8.88M - $9.93M
|
335K
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
77.8K+ 15.99% |
$8.87M - $9.91M
|
565K
$56.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
76.8K+ 5.56% |
$8.75M - $9.79M
|
1.46M
$146M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
75.1KNew |
$8.56M - $9.57M
|
75.1K
$7.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.4K+ 4.15% |
$8.47M - $9.47M
|
1.87M
$187M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 7.03% |
$8.42M - $9.42M
|
1.13M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
73.1K+ 37.05% |
$8.33M - $9.31M
|
270K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
72.4K+ 15.78% |
$8.25M - $9.22M
|
531K
$53.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
68.8K+ 14.04% |
$7.84M - $8.77M
|
559K
$56M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
68.7KNew |
$7.82M - $8.75M
|
68.7K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
68.5KNew |
$7.8M - $8.72M
|
68.5K
$6.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
68KNew |
$7.74M - $8.66M
|
68K
$6.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
67.8K+ 42.82% |
$7.73M - $8.64M
|
226K
$22.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
67.7K+ 242.03% |
$7.71M - $8.62M
|
95.7K
$9.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
67.6KNew |
$7.7M - $8.61M
|
67.6K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.3K+ 4.45% |
$7.56M - $8.45M
|
1.56M
$156M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
63.2K+ 200.69% |
$7.2M - $8.05M
|
94.7K
$9.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
62.5KNew |
$7.12M - $7.96M
|
62.5K
$6.26M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
61.8KNew |
$7.04M - $7.88M
|
61.8K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.7K+ 3.54% |
$7.02M - $7.86M
|
1.8M
$181M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
61.6KNew |
$7.01M - $7.84M
|
61.6K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
60KNew |
$6.84M - $7.64M
|
60K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.4K+ 6.5% |
$6.42M - $7.18M
|
924K
$92.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
56K+ 244.06% |
$6.38M - $7.14M
|
79K
$7.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
52.6KNew |
$5.99M - $6.7M
|
52.6K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.4K+ 176.06% |
$5.97M - $6.67M
|
82.1K
$8.22M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.6K+ 0.59% |
$5.88M - $6.57M
|
8.8M
$881M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
51.1K+ 5.32% |
$5.82M - $6.51M
|
1.01M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
49.7K+ 19.99% |
$5.66M - $6.33M
|
298K
$29.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
49.4K+ 4.58% |
$5.62M - $6.29M
|
1.13M
$113M
|