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 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5K+ 14.44% |
$570K - $637K
|
39.6K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 3.29% |
$567K - $634K
|
156K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.97K+ 2.3% |
$566K - $633K
|
221K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.96K+ 10.68% |
$565K - $632K
|
51.4K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.94K+ 27.01% |
$563K - $630K
|
23.2K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
4.93KNew |
$562K - $628K
|
4.93K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.89K+ 3.84% |
$558K - $623K
|
132K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
4.82KNew |
$549K - $614K
|
4.82K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.8KNew |
$547K - $611K
|
4.8K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.73K+ 9.13% |
$539K - $603K
|
56.6K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.72K+ 2.94% |
$538K - $602K
|
165K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.71K+ 88.95% |
$537K - $600K
|
10K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.62KNew |
$526K - $588K
|
4.62K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.54K+ 1.16% |
$517K - $578K
|
396K
$39.6M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.53KNew |
$517K - $578K
|
4.53K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4.5K+ 12.33% |
$513K - $573K
|
41K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.47K+ 5.63% |
$510K - $570K
|
83.9K
$8.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.45KNew |
$507K - $567K
|
4.45K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.44KNew |
$505K - $565K
|
4.44K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.4K+ 95.14% |
$502K - $561K
|
9.03K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.39K+ 2.84% |
$500K - $559K
|
159K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.37K+ 91.86% |
$498K - $556K
|
9.12K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.37K+ 0.57% |
$497K - $556K
|
769K
$77M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.32KNew |
$492K - $550K
|
4.32K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.3K+ 0.48% |
$490K - $548K
|
909K
$91M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
4.27KNew |
$487K - $544K
|
4.27K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.25K+ 243.52% |
$484K - $541K
|
5.99K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.25K+ 12.63% |
$484K - $541K
|
37.9K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.16K+ 9.29% |
$474K - $530K
|
49K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.09K+ 2.44% |
$466K - $521K
|
172K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.09K+ 26.12% |
$466K - $521K
|
19.7K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.08K+ 86.08% |
$464K - $519K
|
8.81K
$882K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.07K+ 2.98% |
$464K - $519K
|
141K
$14.1M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.07KNew |
$463K - $518K
|
4.07K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 2.41% |
$457K - $511K
|
170K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.99K+ 3.41% |
$454K - $508K
|
121K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.93K+ 38.01% |
$447K - $500K
|
14.3K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
3.92K+ 2.95% |
$447K - $500K
|
137K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 77.98% |
$445K - $498K
|
8.92K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.91K+ 4.76% |
$445K - $498K
|
85.9K
$8.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
3.9K+ 16.12% |
$444K - $497K
|
28.1K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.86K+ 124.96% |
$439K - $491K
|
6.94K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.86K+ 23.26% |
$439K - $491K
|
20.4K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.84KNew |
$437K - $489K
|
3.84K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.81K+ 3.94% |
$434K - $485K
|
100K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.77K+ 1.57% |
$430K - $480K
|
243K
$24.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.77KNew |
$429K - $480K
|
3.77K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.76K+ 0.71% |
$428K - $479K
|
533K
$53.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 2.89% |
$425K - $476K
|
133K
$13.3M
|