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 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.77K+ 0.36% |
$201K - $225K
|
495K
$52M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.77KNew |
$201K - $225K
|
1.77K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 0.68% |
$200K - $224K
|
260K
$27.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 3.8% |
$200K - $223K
|
47.9K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.75KNew |
$199K - $222K
|
1.75K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.74KNew |
$198K - $222K
|
1.74K
$183K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.74K+ 0.83% |
$198K - $222K
|
210K
$22.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.74K+ 6.97% |
$198K - $221K
|
26.7K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.72KNew |
$195K - $218K
|
1.72K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 29.33% |
$193K - $216K
|
7.49K
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.69K+ 10.51% |
$193K - $216K
|
17.8K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.66K+ 22.43% |
$189K - $212K
|
9.08K
$953K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 6.72% |
$189K - $211K
|
26.3K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 34.68% |
$188K - $211K
|
6.42K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.65K+ 34.77% |
$188K - $211K
|
6.41K
$673K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
1.65K+ 1.35% |
$188K - $211K
|
124K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.65K+ 45.41% |
$188K - $210K
|
5.27K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
1.64K+ 2.74% |
$187K - $209K
|
61.6K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.62K+ 2.39% |
$185K - $207K
|
69.5K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.61K+ 5.83% |
$184K - $205K
|
29.3K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 33.63% |
$183K - $205K
|
6.39K
$671K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.6K+ 3.17% |
$182K - $203K
|
52K
$5.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.59K+ 0.96% |
$181K - $202K
|
167K
$17.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.58K+ 18.05% |
$180K - $201K
|
10.3K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.58K+ 11.4% |
$179K - $201K
|
15.4K
$1.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.58K+ 2.26% |
$179K - $201K
|
71.3K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 1.32% |
$179K - $200K
|
121K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
1.56K+ 4.41% |
$177K - $198K
|
36.8K
$3.86M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 37.7% |
$177K - $198K
|
5.68K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.55K+ 18.07% |
$177K - $198K
|
10.2K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 7.82% |
$177K - $198K
|
21.4K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.55K+ 5.27% |
$176K - $197K
|
30.9K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.54K+ 5.19% |
$176K - $196K
|
31.2K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.53K+ 2.2% |
$175K - $195K
|
71.1K
$7.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.53K+ 0.76% |
$174K - $195K
|
203K
$21.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.51K+ 9.95% |
$172K - $192K
|
16.6K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.49K+ 2.54% |
$170K - $190K
|
60.4K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.49K+ 0.85% |
$170K - $190K
|
177K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
1.48K+ 27.3% |
$169K - $189K
|
6.92K
$726K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 2.87% |
$169K - $189K
|
53.2K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.48K+ 9.41% |
$169K - $189K
|
17.2K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.47K+ 35.86% |
$168K - $188K
|
5.59K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.47K+ 4.77% |
$168K - $188K
|
32.3K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$168K - $188K
|
1.47K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.52% |
$167K - $187K
|
59.9K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 2.28% |
$167K - $186K
|
65.8K
$6.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.45K+ 2.65% |
$166K - $185K
|
56.3K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 6.03% |
$163K - $182K
|
25.1K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.4K+ 0.99% |
$160K - $179K
|
144K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.4KNew |
$160K - $179K
|
1.4K
$147K
|