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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.15% |
$456 - $510
|
2.69K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$456 - $510
|
6.4K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.1% |
$456 - $510
|
4.01K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.15% |
$456 - $510
|
2.7K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.07% |
$456 - $510
|
6.06K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 1.07% |
$342 - $382
|
283
$33.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$342 - $382
|
2.93K
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2+ 0.16% |
$228 - $255
|
1.28K
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2+ 0.01% |
$228 - $255
|
37.1K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$228 - $255
|
3.17K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$228 - $255
|
7.09K
$830K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.12% |
$228 - $255
|
1.63K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$228 - $255
|
6.44K
$754K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$228 - $255
|
2
$234
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.07% |
$228 - $255
|
2.93K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$114 - $127
|
15.2K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$114 - $127
|
2.44K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.06% |
$114 - $127
|
1.78K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.27K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.04% |
$114 - $127
|
2.82K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
7.96K
$933K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.34K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.42% |
$114 - $127
|
237
$27.8K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
12.4K
$1.45M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44M+ 4.12% |
$152M - $170M
|
36.3M
$4.26B
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
768K+ 9428.27% |
$81.1M - $90.9M
|
777K
$91M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
689K+ 5.18% |
$72.8M - $81.6M
|
14M
$1.64B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 21.9% |
$69.2M - $77.6M
|
3.65M
$427M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
655K+ 3.82% |
$69.1M - $77.5M
|
17.8M
$2.08B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
591K+ 1.94% |
$62.4M - $70M
|
31M
$3.63B
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
456K+ 242.82% |
$48.2M - $54M
|
644K
$75.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
447K+ 2.45% |
$47.1M - $52.9M
|
18.7M
$2.19B
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
365K+ 426.75% |
$38.6M - $43.2M
|
451K
$52.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
311K+ 3.78% |
$32.8M - $36.8M
|
8.53M
$999M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
307K+ 5.47% |
$32.4M - $36.4M
|
5.92M
$694M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
275K+ 236.24% |
$29M - $32.5M
|
391K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
263K+ 4.61% |
$27.8M - $31.2M
|
5.98M
$701M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
260KNew |
$27.5M - $30.8M
|
260K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
250KNew |
$26.4M - $29.6M
|
250K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
235K+ 44.29% |
$24.8M - $27.8M
|
765K
$89.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
231KNew |
$24.4M - $27.3M
|
231K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215K+ 1.35% |
$22.7M - $25.4M
|
16.1M
$1.89B
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
214K+ 1565.59% |
$22.6M - $25.3M
|
228K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
207K+ 641.49% |
$21.9M - $24.5M
|
240K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
186KNew |
$19.6M - $22M
|
186K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
178K+ 767.81% |
$18.8M - $21.1M
|
201K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
169K+ 9.03% |
$17.8M - $20M
|
2.04M
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
167K+ 18.49% |
$17.7M - $19.8M
|
1.07M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
157K+ 1.4% |
$16.6M - $18.6M
|
11.3M
$1.33B
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
152K+ 15240.0% |
$16.1M - $18M
|
153K
$18M
|
|