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 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
717+ 3.81% |
$73.5K - $86K
|
19.5K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
708+ 1.9% |
$72.6K - $84.9K
|
37.9K
$4.21M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
702+ 1.51% |
$71.9K - $84.2K
|
47.1K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
690+ 24.27% |
$70.7K - $82.8K
|
3.53K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
690+ 0.81% |
$70.7K - $82.8K
|
85.9K
$9.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690+ 6.25% |
$70.7K - $82.8K
|
11.7K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
686+ 7.87% |
$70.3K - $82.3K
|
9.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
680+ 29.11% |
$69.7K - $81.6K
|
3.02K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
679+ 0.72% |
$69.6K - $81.5K
|
94.8K
$10.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
677New |
$69.4K - $81.2K
|
677
$75.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
665+ 355.61% |
$68.2K - $79.8K
|
852
$94.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
663+ 28.58% |
$68K - $79.5K
|
2.98K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
661New |
$67.7K - $79.3K
|
661
$73.3K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
649+ 5.83% |
$66.5K - $77.9K
|
11.8K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
647+ 94.87% |
$66.3K - $77.6K
|
1.33K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
644+ 6.33% |
$66K - $77.3K
|
10.8K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
635+ 11.68% |
$65.1K - $76.2K
|
6.07K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
627+ 8.91% |
$64.3K - $75.2K
|
7.67K
$851K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
625+ 3.17% |
$64.1K - $75K
|
20.3K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
602+ 2.2% |
$61.7K - $72.2K
|
27.9K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
602+ 0.05% |
$61.7K - $72.2K
|
1.17M
$129M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
599+ 3.46% |
$61.4K - $71.9K
|
17.9K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 2.2% |
$59.5K - $69.7K
|
27K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
578+ 115.6% |
$59.2K - $69.3K
|
1.08K
$120K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
574+ 10.31% |
$58.8K - $68.9K
|
6.14K
$681K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
570+ 6.06% |
$58.4K - $68.4K
|
9.98K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
565+ 0.8% |
$57.9K - $67.8K
|
71.2K
$7.9M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
565+ 0.66% |
$57.9K - $67.8K
|
86.8K
$9.63M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
563+ 4.07% |
$57.7K - $67.5K
|
14.4K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
563+ 1.37% |
$57.7K - $67.5K
|
41.6K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
558+ 13.58% |
$57.2K - $66.9K
|
4.67K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
553+ 18.13% |
$56.7K - $66.3K
|
3.6K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
550+ 0.39% |
$56.4K - $66K
|
143K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
538+ 14.99% |
$55.1K - $64.5K
|
4.13K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
533+ 0.4% |
$54.6K - $63.9K
|
134K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
531+ 1.68% |
$54.4K - $63.7K
|
32.1K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
527+ 0.55% |
$54K - $63.2K
|
95.7K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
512+ 3.54% |
$52.5K - $61.4K
|
15K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
508+ 2.34% |
$52.1K - $60.9K
|
22.3K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
506+ 4.9% |
$51.9K - $60.7K
|
10.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
500New |
$51.2K - $60K
|
500
$55.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
499+ 4.33% |
$51.1K - $59.9K
|
12K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
496+ 20.04% |
$50.8K - $59.5K
|
2.97K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
492+ 1.41% |
$50.4K - $59K
|
35.5K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
491+ 224.2% |
$50.3K - $58.9K
|
710
$78.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
490+ 8.02% |
$50.2K - $58.8K
|
6.6K
$732K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
486+ 15.81% |
$49.8K - $58.3K
|
3.56K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
485+ 8.19% |
$49.7K - $58.2K
|
6.41K
$711K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
479+ 5.07% |
$49.1K - $57.5K
|
9.93K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
476+ 5.67% |
$48.8K - $57.1K
|
8.86K
$984K
|