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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.9KNew |
$2.26M - $2.53M
|
19.9K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 24.97% |
$2.26M - $2.53M
|
99.2K
$9.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
19.6K+ 57.59% |
$2.23M - $2.49M
|
53.5K
$5.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 7.96% |
$2.21M - $2.47M
|
263K
$26.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$2.2M - $2.46M
|
19.3K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
19KNew |
$2.16M - $2.42M
|
19K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
18.3K+ 7.08% |
$2.09M - $2.34M
|
277K
$27.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
18.1K+ 17.04% |
$2.06M - $2.31M
|
124K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18KNew |
$2.06M - $2.3M
|
18K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.9K+ 11.6% |
$2.04M - $2.28M
|
173K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
17.7K+ 2.7% |
$2.02M - $2.26M
|
675K
$67.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
17.7K+ 219.17% |
$2.02M - $2.26M
|
25.8K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.3K+ 57.23% |
$1.97M - $2.2M
|
47.5K
$4.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17.1K+ 6.58% |
$1.95M - $2.18M
|
278K
$27.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
16.9K+ 15.42% |
$1.93M - $2.16M
|
127K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
16.7K+ 34.63% |
$1.9M - $2.13M
|
64.9K
$6.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.6K+ 5.96% |
$1.89M - $2.12M
|
296K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.5K+ 39.78% |
$1.88M - $2.1M
|
58K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16.4K+ 134.22% |
$1.87M - $2.09M
|
28.7K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.4K+ 5.39% |
$1.87M - $2.09M
|
321K
$32.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.3K+ 3.4% |
$1.85M - $2.07M
|
495K
$49.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
16.3K+ 143.76% |
$1.85M - $2.07M
|
27.6K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
15.8K+ 10057.32% |
$1.8M - $2.01M
|
15.9K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
15.7K+ 6.63% |
$1.78M - $2M
|
252K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
15.7K+ 94.37% |
$1.78M - $1.99M
|
32.2K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15.6K+ 5.86% |
$1.77M - $1.98M
|
281K
$28.1M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.5K+ 39.13% |
$1.76M - $1.97M
|
55K
$5.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15.3K+ 40.21% |
$1.74M - $1.94M
|
53.2K
$5.33M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15.1K+ 8.81% |
$1.72M - $1.93M
|
187K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.8KNew |
$1.69M - $1.89M
|
14.8K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
14.8K+ 8.36% |
$1.68M - $1.88M
|
191K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.7KNew |
$1.68M - $1.87M
|
14.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
14.7K+ 13.27% |
$1.67M - $1.87M
|
125K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
14.6KNew |
$1.67M - $1.86M
|
14.6K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14.1K+ 20.14% |
$1.6M - $1.79M
|
83.9K
$8.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
14KNew |
$1.6M - $1.79M
|
14K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
13.8K+ 4.68% |
$1.58M - $1.76M
|
309K
$31M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
13.6KNew |
$1.55M - $1.73M
|
13.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.6K+ 29.64% |
$1.55M - $1.73M
|
59.5K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
13.2KNew |
$1.51M - $1.69M
|
13.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.9K+ 19.83% |
$1.47M - $1.65M
|
78.1K
$7.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
12.7K+ 18.24% |
$1.45M - $1.62M
|
82.6K
$8.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.7K+ 175.88% |
$1.44M - $1.62M
|
19.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
12.5KNew |
$1.43M - $1.6M
|
12.5K
$1.25M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
12.4KNew |
$1.42M - $1.58M
|
12.4K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
12.3KNew |
$1.4M - $1.56M
|
12.3K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.2K+ 2.24% |
$1.39M - $1.56M
|
558K
$55.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12.1K+ 2.61% |
$1.38M - $1.54M
|
476K
$47.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 55.35% |
$1.34M - $1.5M
|
32.9K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
11.7K+ 22.57% |
$1.33M - $1.49M
|
63.6K
$6.37M
|