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 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
23+ 0.02% |
$2.62K - $2.93K
|
101K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
23+ 0.89% |
$2.62K - $2.93K
|
2.6K
$305K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
22+ 0.29% |
$2.51K - $2.8K
|
7.55K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
21+ 0.35% |
$2.39K - $2.67K
|
6.1K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
21+ 0.35% |
$2.39K - $2.67K
|
6.11K
$715K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
21+ 0.84% |
$2.39K - $2.67K
|
2.51K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
20+ 1.84% |
$2.28K - $2.55K
|
1.11K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 0.22% |
$2.28K - $2.55K
|
8.95K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.34% |
$2.28K - $2.55K
|
5.98K
$701K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
19New |
$2.16K - $2.42K
|
19
$2.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
19+ 0.67% |
$2.16K - $2.42K
|
2.84K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 1.11% |
$2.05K - $2.29K
|
1.64K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17+ 0.95% |
$1.94K - $2.17K
|
1.81K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
16+ 0.64% |
$1.82K - $2.04K
|
2.53K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
16+ 0.06% |
$1.82K - $2.04K
|
29K
$3.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
16+ 0.05% |
$1.82K - $2.04K
|
33.9K
$3.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
15+ 0.23% |
$1.71K - $1.91K
|
6.46K
$756K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.65% |
$1.71K - $1.91K
|
2.32K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14+ 0.05% |
$1.59K - $1.78K
|
25.6K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
14+ 0.78% |
$1.59K - $1.78K
|
1.82K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 3.73% |
$1.59K - $1.78K
|
389
$45.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.64% |
$1.48K - $1.66K
|
2.05K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.5% |
$1.48K - $1.66K
|
2.63K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 0.25% |
$1.48K - $1.66K
|
5.2K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
12+ 0.2% |
$1.37K - $1.53K
|
6.03K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.32% |
$1.37K - $1.53K
|
3.82K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.35% |
$1.37K - $1.53K
|
3.4K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
11+ 0.63% |
$1.25K - $1.4K
|
1.76K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
11+ 0.6% |
$1.25K - $1.4K
|
1.84K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11+ 0.11% |
$1.25K - $1.4K
|
9.67K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.51% |
$1.14K - $1.27K
|
1.99K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.43% |
$1.14K - $1.27K
|
2.34K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.03% |
$1.03K - $1.15K
|
26.2K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9+ 0.17% |
$1.03K - $1.15K
|
5.28K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
9+ 0.03% |
$1.03K - $1.15K
|
25.9K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.01% |
$797 - $892
|
84.9K
$9.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$797 - $892
|
5.88K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.18% |
$684 - $764
|
3.34K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.14% |
$684 - $764
|
4.21K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.2% |
$684 - $764
|
3.02K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5+ 0.28% |
$570 - $637
|
1.78K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5+ 0.2% |
$570 - $637
|
2.5K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5+ 0.05% |
$570 - $637
|
10K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.19% |
$570 - $637
|
2.62K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.27% |
$570 - $637
|
1.85K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.22% |
$570 - $637
|
2.24K
$262K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.98% |
$570 - $637
|
513
$60.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.15% |
$456 - $510
|
2.6K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.07% |
$456 - $510
|
5.49K
$643K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4+ 0.1% |
$456 - $510
|
4.04K
$473K
|