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
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11.7K+ 3.55% |
$1.33M - $1.49M
|
342K
$34.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.7K+ 28.97% |
$1.33M - $1.49M
|
52.1K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.5K+ 13.97% |
$1.31M - $1.46M
|
93.5K
$9.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11.4K+ 49.41% |
$1.3M - $1.45M
|
34.5K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
11.3K+ 247.55% |
$1.28M - $1.44M
|
15.8K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
11.2K+ 32.42% |
$1.27M - $1.42M
|
45.6K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 0.75% |
$1.25M - $1.4M
|
1.47M
$147M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
11KNew |
$1.25M - $1.4M
|
11K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
11KNew |
$1.25M - $1.4M
|
11K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$1.22M - $1.36M
|
10.7K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 19.8% |
$1.19M - $1.33M
|
63.1K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.4K+ 4.07% |
$1.19M - $1.33M
|
266K
$26.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.3K+ 7.5% |
$1.18M - $1.32M
|
148K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
10.3K+ 8.55% |
$1.18M - $1.32M
|
131K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.3K+ 34.69% |
$1.17M - $1.31M
|
40K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
10.3KNew |
$1.17M - $1.31M
|
10.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.1K+ 21.43% |
$1.15M - $1.29M
|
57.3K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10K+ 1.93% |
$1.14M - $1.28M
|
531K
$53.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.98K+ 16.18% |
$1.14M - $1.27M
|
71.7K
$7.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
9.98KNew |
$1.14M - $1.27M
|
9.98K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
9.87K+ 36.22% |
$1.12M - $1.26M
|
37.1K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
9.84KNew |
$1.12M - $1.25M
|
9.84K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
9.8KNew |
$1.12M - $1.25M
|
9.8K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
9.56KNew |
$1.09M - $1.22M
|
9.56K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.55K+ 1.46% |
$1.09M - $1.22M
|
665K
$66.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.3K+ 129.03% |
$1.06M - $1.19M
|
16.5K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9.25KNew |
$1.05M - $1.18M
|
9.25K
$926K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.2KNew |
$1.05M - $1.17M
|
9.2K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.16K+ 19.81% |
$1.04M - $1.17M
|
55.4K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.14KNew |
$1.04M - $1.16M
|
9.14K
$915K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.12K+ 4.51% |
$1.04M - $1.16M
|
211K
$21.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.08K+ 9.81% |
$1.03M - $1.16M
|
102K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.85KNew |
$1.01M - $1.13M
|
8.85K
$886K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.77K+ 202.66% |
$999K - $1.12M
|
13.1K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
8.7K+ 21.18% |
$991K - $1.11M
|
49.8K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
8.68KNew |
$989K - $1.11M
|
8.68K
$869K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.56K+ 4.35% |
$975K - $1.09M
|
205K
$20.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.5K+ 11.07% |
$968K - $1.08M
|
85.2K
$8.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
8.41KNew |
$958K - $1.07M
|
8.41K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.33K+ 13.11% |
$948K - $1.06M
|
71.8K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.19K+ 1218.3% |
$933K - $1.04M
|
8.86K
$887K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
8KNew |
$911K - $1.02M
|
8K
$801K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.9K+ 12.04% |
$900K - $1.01M
|
73.5K
$7.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
7.83KNew |
$892K - $998K
|
7.83K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
7.83KNew |
$892K - $997K
|
7.83K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7.75K+ 1.78% |
$883K - $987K
|
443K
$44.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.68K+ 5.84% |
$875K - $979K
|
139K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.68K+ 6.67% |
$875K - $978K
|
123K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.64KNew |
$870K - $973K
|
7.64K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.63K+ 9.08% |
$869K - $972K
|
91.7K
$9.18M
|