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 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.72K+ 3.92% |
$279K - $327K
|
72.3K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.69K+ 2.27% |
$276K - $323K
|
121K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 13.59% |
$273K - $319K
|
22.2K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.63KNew |
$270K - $316K
|
2.63K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.63K+ 18.73% |
$269K - $315K
|
16.7K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.62K+ 3.15% |
$269K - $314K
|
85.9K
$9.53M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.6K+ 70.1% |
$267K - $312K
|
6.31K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.6K+ 1.2% |
$266K - $312K
|
220K
$24.4M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.59K+ 9.56% |
$265K - $310K
|
29.6K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 3.65% |
$261K - $306K
|
72.3K
$8.02M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.52K+ 2.05% |
$258K - $302K
|
125K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.5K+ 21.31% |
$256K - $300K
|
14.2K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 1.88% |
$256K - $299K
|
135K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
2.48K+ 8.21% |
$254K - $297K
|
32.6K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.45K+ 0.87% |
$251K - $294K
|
282K
$31.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.43K+ 2.65% |
$249K - $291K
|
94.2K
$10.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.41K+ 12.93% |
$247K - $290K
|
21.1K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.41K+ 3.26% |
$247K - $289K
|
76.5K
$8.49M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.39K+ 5.61% |
$245K - $287K
|
45.1K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.36K+ 15.36% |
$242K - $283K
|
17.7K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.33K+ 5.68% |
$239K - $280K
|
43.4K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.33KNew |
$239K - $280K
|
2.33K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.33K+ 6.73% |
$239K - $279K
|
37K
$4.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.28K+ 16.32% |
$234K - $274K
|
16.3K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.28K+ 10.7% |
$234K - $273K
|
23.6K
$2.62M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.27K+ 171.53% |
$233K - $272K
|
3.6K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.25K+ 6.51% |
$230K - $269K
|
36.8K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.23K+ 17.93% |
$228K - $267K
|
14.6K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.2K+ 20.5% |
$225K - $264K
|
12.9K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
2.2K+ 6.34% |
$225K - $264K
|
36.8K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.19K+ 5.03% |
$225K - $263K
|
45.8K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.18K+ 2.33% |
$224K - $262K
|
95.9K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$242K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 3.11% |
$222K - $260K
|
71.8K
$7.97M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16K+ 5.36% |
$222K - $260K
|
42.5K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.16K+ 1.16% |
$222K - $259K
|
189K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
2.16K+ 88.18% |
$221K - $259K
|
4.6K
$511K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.15K+ 88.86% |
$221K - $258K
|
4.58K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.14KNew |
$220K - $257K
|
2.14K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.13K+ 1.29% |
$218K - $256K
|
167K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
2.12K+ 1.08% |
$217K - $254K
|
198K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.12K+ 22.36% |
$217K - $254K
|
11.6K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.1K+ 1.23% |
$215K - $252K
|
172K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.1K+ 5.54% |
$215K - $252K
|
40K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.07KNew |
$212K - $249K
|
2.07K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.04K+ 7.5% |
$209K - $245K
|
29.3K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.04K+ 5.88% |
$209K - $245K
|
36.8K
$4.08M
|