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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
1.49K+ 21.59% |
$153K - $179K
|
8.41K
$934K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.49K+ 8.76% |
$153K - $179K
|
18.5K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.54% |
$152K - $178K
|
34.2K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.47K+ 14.21% |
$151K - $176K
|
11.8K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 1.52% |
$149K - $175K
|
97.3K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.45K+ 5.41% |
$149K - $174K
|
28.3K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.45KNew |
$149K - $174K
|
1.45K
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 33.77% |
$148K - $174K
|
5.73K
$636K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.44K+ 4.79% |
$147K - $172K
|
31.4K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.43K+ 5.04% |
$147K - $172K
|
29.8K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.43K+ 2.09% |
$146K - $171K
|
69.9K
$7.75M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.41K+ 1.42% |
$144K - $169K
|
101K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.39K+ 0.35% |
$143K - $167K
|
395K
$43.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.39K+ 3.67% |
$142K - $166K
|
39.2K
$4.35M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.36K+ 2.58% |
$139K - $163K
|
53.9K
$5.98M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.35K+ 73.06% |
$138K - $162K
|
3.19K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.35K+ 7.95% |
$138K - $162K
|
18.3K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.34K+ 4.13% |
$137K - $160K
|
33.7K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.33K+ 2.59% |
$136K - $159K
|
52.6K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.33KNew |
$136K - $159K
|
1.33K
$147K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.32K+ 13.6% |
$135K - $158K
|
11K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.3K+ 13.64% |
$133K - $156K
|
10.8K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.3K+ 2.85% |
$133K - $156K
|
46.8K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.3K+ 13.89% |
$133K - $155K
|
10.6K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.29K+ 5.21% |
$133K - $155K
|
26.1K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.27K+ 15.4% |
$130K - $153K
|
9.53K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.25K+ 16.31% |
$128K - $149K
|
8.88K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.22K+ 19.01% |
$125K - $146K
|
7.61K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.2K+ 15.39% |
$123K - $144K
|
9.01K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 0.97% |
$121K - $142K
|
123K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 3.94% |
$121K - $142K
|
31.1K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.18K+ 2.31% |
$121K - $141K
|
52K
$5.77M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.15K+ 5.79% |
$118K - $138K
|
21K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 24.54% |
$116K - $136K
|
5.76K
$639K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.12K+ 1.74% |
$115K - $134K
|
65.4K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.1K+ 0.66% |
$113K - $132K
|
169K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 4.74% |
$112K - $131K
|
24.2K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.09K+ 10.87% |
$112K - $131K
|
11.1K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.09KNew |
$111K - $130K
|
1.09K
$121K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 6.15% |
$110K - $129K
|
18.5K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 0.92% |
$110K - $129K
|
118K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 0.67% |
$109K - $128K
|
160K
$17.8M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.05K+ 3.1% |
$107K - $126K
|
34.8K
$3.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$107K - $125K
|
1.05K
$116K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.03K+ 11.47% |
$105K - $123K
|
9.97K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.02K+ 3.16% |
$105K - $123K
|
33.4K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.02K+ 0.89% |
$105K - $122K
|
116K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.01K+ 4.51% |
$103K - $121K
|
23.3K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1KNew |
$102K - $120K
|
1K
$111K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
993+ 9.78% |
$102K - $119K
|
11.1K
$1.24M
|