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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
40.2KNew |
$4.58M - $5.13M
|
40.2K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
39.3K+ 27.96% |
$4.47M - $5M
|
180K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.1K+ 41.01% |
$4.23M - $4.72M
|
128K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
35.2KNew |
$4.01M - $4.48M
|
35.2K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
35.2KNew |
$4.01M - $4.48M
|
35.2K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
34.7KNew |
$3.96M - $4.42M
|
34.7K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5K+ 8.84% |
$3.93M - $4.4M
|
425K
$42.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
34.5KNew |
$3.93M - $4.4M
|
34.5K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
33.7KNew |
$3.84M - $4.29M
|
33.7K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.6K+ 2.34% |
$3.82M - $4.28M
|
1.47M
$147M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
33.3KNew |
$3.79M - $4.24M
|
33.3K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
32.5K+ 192.96% |
$3.7M - $4.13M
|
49.3K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 85.16% |
$3.68M - $4.11M
|
70.2K
$7.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 101.21% |
$3.66M - $4.09M
|
63.9K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
32KNew |
$3.65M - $4.08M
|
32K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
31.8K+ 35.07% |
$3.62M - $4.05M
|
122K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.8K+ 21.46% |
$3.62M - $4.05M
|
180K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31K+ 24.01% |
$3.53M - $3.95M
|
160K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
30.2KNew |
$3.44M - $3.84M
|
30.2K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
29.8K+ 3.14% |
$3.39M - $3.8M
|
978K
$97.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
27.8K+ 6.7% |
$3.16M - $3.54M
|
442K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 198.25% |
$3.1M - $3.47M
|
41K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
27.2K+ 397.21% |
$3.1M - $3.47M
|
34.1K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
27.1KNew |
$3.08M - $3.45M
|
27.1K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
27KNew |
$3.08M - $3.44M
|
27K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
26.7K+ 113.81% |
$3.04M - $3.4M
|
50.2K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 0.35% |
$2.92M - $3.27M
|
7.32M
$733M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25.6KNew |
$2.92M - $3.26M
|
25.6K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
25.6K+ 0.73% |
$2.91M - $3.26M
|
3.53M
$354M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.7K+ 74.77% |
$2.81M - $3.15M
|
57.7K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24.3KNew |
$2.77M - $3.1M
|
24.3K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
24.3KNew |
$2.77M - $3.09M
|
24.3K
$2.43M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
24.2KNew |
$2.76M - $3.09M
|
24.2K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 4.12% |
$2.75M - $3.07M
|
610K
$61.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.8K+ 240.49% |
$2.71M - $3.03M
|
33.6K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3K+ 15.49% |
$2.65M - $2.96M
|
173K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.1KNew |
$2.63M - $2.95M
|
23.1K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
23.1K+ 4.24% |
$2.63M - $2.95M
|
569K
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
22.8KNew |
$2.6M - $2.91M
|
22.8K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.7KNew |
$2.58M - $2.89M
|
22.7K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6K+ 7.5% |
$2.58M - $2.88M
|
324K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.4K+ 40.52% |
$2.56M - $2.86M
|
77.8K
$7.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22.2K+ 1.17% |
$2.53M - $2.83M
|
1.93M
$193M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.7K+ 15.36% |
$2.47M - $2.76M
|
163K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.3KNew |
$2.43M - $2.72M
|
21.3K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
21.2K+ 103.17% |
$2.41M - $2.7M
|
41.7K
$4.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.6K+ 2238.59% |
$2.35M - $2.62M
|
21.5K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.4KNew |
$2.33M - $2.6M
|
20.4K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
20.3K+ 85.8% |
$2.31M - $2.59M
|
44K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20KNew |
$2.28M - $2.55M
|
20K
$2M
|