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 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
2.02K+ 3.28% |
$207K - $243K
|
63.6K
$7.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 1.58% |
$207K - $242K
|
130K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 3.63% |
$206K - $241K
|
57.4K
$6.37M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2K+ 13.96% |
$205K - $240K
|
16.4K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.98K+ 0.73% |
$203K - $237K
|
272K
$30.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.98KNew |
$203K - $237K
|
1.98K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.97K+ 1.12% |
$202K - $236K
|
178K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
1.96K+ 30.54% |
$201K - $235K
|
8.38K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 7.0% |
$201K - $235K
|
30K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.96K+ 4.12% |
$200K - $235K
|
49.4K
$5.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.9K+ 31.81% |
$195K - $228K
|
7.89K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.9K+ 95.57% |
$195K - $228K
|
3.89K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.89K+ 33.4% |
$194K - $227K
|
7.55K
$838K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
1.88K+ 8.07% |
$192K - $225K
|
25.1K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 5.62% |
$191K - $223K
|
34.9K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.85K+ 0.51% |
$189K - $221K
|
365K
$40.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.84K+ 11.91% |
$189K - $221K
|
17.3K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 3.12% |
$188K - $220K
|
60.4K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.82K+ 99.84% |
$186K - $218K
|
3.64K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.81K+ 17.79% |
$185K - $217K
|
12K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.8K+ 5.72% |
$184K - $216K
|
33.3K
$3.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.78K+ 2.3% |
$183K - $214K
|
79.4K
$8.81M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 1.96% |
$182K - $213K
|
92.7K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 5.53% |
$182K - $213K
|
33.9K
$3.76M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.77K+ 71.56% |
$181K - $212K
|
4.24K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.75K+ 10.99% |
$180K - $210K
|
17.7K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.74K+ 3.84% |
$179K - $209K
|
47.1K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 1.16% |
$177K - $208K
|
151K
$16.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.73K+ 13.78% |
$177K - $207K
|
14.3K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 2.05% |
$176K - $206K
|
85.6K
$9.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.71K+ 1.43% |
$175K - $205K
|
121K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 0.11% |
$171K - $200K
|
1.56M
$173M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.66K+ 2125.64% |
$170K - $199K
|
1.74K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.65K+ 36.46% |
$169K - $198K
|
6.19K
$687K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.65K+ 3.53% |
$169K - $197K
|
48.2K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.64K+ 4.94% |
$168K - $197K
|
34.9K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
1.61K+ 11.5% |
$165K - $193K
|
15.6K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
1.6K+ 19.51% |
$164K - $192K
|
9.8K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.6K+ 21.9% |
$164K - $191K
|
8.88K
$986K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.59K+ 0.59% |
$163K - $191K
|
271K
$30.1M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.58K+ 0.83% |
$162K - $190K
|
193K
$21.4M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.58K+ 12.17% |
$162K - $190K
|
14.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.58K+ 6.83% |
$162K - $190K
|
24.7K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.58K+ 17.85% |
$162K - $190K
|
10.4K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 19.5% |
$160K - $187K
|
9.56K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.55K+ 8.55% |
$159K - $186K
|
19.6K
$2.18M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.54K+ 19.32% |
$157K - $184K
|
9.49K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.53K+ 0.78% |
$157K - $184K
|
198K
$22M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.52K+ 28.81% |
$156K - $183K
|
6.81K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1.5K+ 29.41% |
$154K - $180K
|
6.6K
$732K
|