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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157+ 5.35% |
$17.9K - $20K
|
3.09K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
155+ 0.67% |
$17.7K - $19.7K
|
23.2K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
151+ 2.08% |
$17.2K - $19.2K
|
7.4K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
151+ 0.13% |
$17.2K - $19.2K
|
114K
$13.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
151+ 2.99% |
$17.2K - $19.2K
|
5.2K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.67% |
$17.1K - $19.1K
|
22.7K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
148+ 1.74% |
$16.9K - $18.9K
|
8.66K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
146+ 0.9% |
$16.6K - $18.6K
|
16.4K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 5.66% |
$16.4K - $18.3K
|
2.69K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
143+ 0.55% |
$16.3K - $18.2K
|
26K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
139+ 0.64% |
$15.8K - $17.7K
|
22K
$2.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
139+ 0.21% |
$15.8K - $17.7K
|
66.8K
$7.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$15.7K - $17.6K
|
138
$16.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
135+ 2.44% |
$15.4K - $17.2K
|
5.66K
$663K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
135New |
$15.4K - $17.2K
|
135
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134+ 5.31% |
$15.3K - $17.1K
|
2.66K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
132+ 3.67% |
$15K - $16.8K
|
3.73K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
132+ 0.98% |
$15K - $16.8K
|
13.6K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
130+ 1.33% |
$14.8K - $16.6K
|
9.9K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
122+ 5.24% |
$13.9K - $15.5K
|
2.45K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
119+ 6.03% |
$13.6K - $15.2K
|
2.09K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
118+ 0.21% |
$13.4K - $15K
|
57.1K
$6.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
117+ 0.92% |
$13.3K - $14.9K
|
12.8K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
113+ 1.11% |
$12.9K - $14.4K
|
10.3K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 1.34% |
$12.5K - $14K
|
8.34K
$977K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
108+ 0.63% |
$12.3K - $13.8K
|
17.2K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
107+ 2.54% |
$12.2K - $13.6K
|
4.33K
$507K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
101+ 0.37% |
$11.5K - $12.9K
|
27.4K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
100+ 3.25% |
$11.4K - $12.7K
|
3.17K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
100+ 3.92% |
$11.4K - $12.7K
|
2.65K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
99+ 0.68% |
$11.3K - $12.6K
|
14.6K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.36% |
$11.1K - $12.4K
|
26.7K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
94+ 0.95% |
$10.7K - $12K
|
9.99K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
92+ 1.44% |
$10.5K - $11.7K
|
6.47K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91+ 1.98% |
$10.4K - $11.6K
|
4.7K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
90+ 2.8% |
$10.3K - $11.5K
|
3.3K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
88+ 0.22% |
$10K - $11.2K
|
39.4K
$4.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
88+ 2.42% |
$10K - $11.2K
|
3.73K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
86New |
$9.8K - $11K
|
86
$10.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 1.35% |
$9.68K - $10.8K
|
6.39K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 4.69% |
$9.57K - $10.7K
|
1.88K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
82+ 1.9% |
$9.34K - $10.4K
|
4.4K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
80+ 4.02% |
$9.11K - $10.2K
|
2.07K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
79+ 0.82% |
$9K - $10.1K
|
9.68K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.37% |
$8.54K - $9.55K
|
20.4K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
75+ 1.52% |
$8.54K - $9.55K
|
5.02K
$588K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
74+ 1.92% |
$8.43K - $9.43K
|
3.92K
$460K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74+ 3.06% |
$8.43K - $9.43K
|
2.49K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
73+ 3.55% |
$8.32K - $9.3K
|
2.13K
$249K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 0.07% |
$8.2K - $9.17K
|
106K
$12.5M
|