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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
472+ 4.0% |
$48.4K - $56.6K
|
12.3K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
471+ 2.74% |
$48.3K - $56.5K
|
17.6K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
467+ 11.64% |
$47.9K - $56K
|
4.48K
$497K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
450New |
$46.1K - $54K
|
450
$49.9K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
445+ 2.34% |
$45.6K - $53.4K
|
19.4K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
445+ 1.83% |
$45.6K - $53.4K
|
24.7K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
434+ 16.99% |
$44.5K - $52.1K
|
2.99K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
425+ 2.69% |
$43.6K - $51K
|
16.2K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
415+ 1.92% |
$42.5K - $49.8K
|
22.1K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
412+ 1.99% |
$42.2K - $49.4K
|
21.1K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
411+ 1.03% |
$42.1K - $49.3K
|
40.4K
$4.49M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
410+ 594.2% |
$42K - $49.2K
|
479
$53.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
409+ 12.22% |
$41.9K - $49.1K
|
3.76K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
408+ 17.14% |
$41.8K - $48.9K
|
2.79K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
403+ 5.45% |
$41.3K - $48.3K
|
7.8K
$865K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400+ 31.37% |
$41K - $48K
|
1.68K
$186K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
391+ 2.86% |
$40.1K - $46.9K
|
14K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
391+ 0.46% |
$40.1K - $46.9K
|
84.6K
$9.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
389+ 0.77% |
$39.9K - $46.7K
|
51.2K
$5.68M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$504K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
385+ 19.85% |
$39.5K - $46.2K
|
2.33K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
383+ 5.96% |
$39.3K - $45.9K
|
6.81K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
381+ 1.13% |
$39K - $45.7K
|
34.1K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
373+ 1.49% |
$38.2K - $44.7K
|
25.5K
$2.83M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
369+ 1.07% |
$37.8K - $44.3K
|
34.8K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
369+ 4.97% |
$37.8K - $44.3K
|
7.79K
$865K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
369+ 2.88% |
$37.8K - $44.3K
|
13.2K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
366+ 7.73% |
$37.5K - $43.9K
|
5.1K
$566K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
366+ 20.48% |
$37.5K - $43.9K
|
2.15K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
366+ 0.43% |
$37.5K - $43.9K
|
85.3K
$9.46M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
365+ 0.87% |
$37.4K - $43.8K
|
42.5K
$4.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
364+ 6.99% |
$37.3K - $43.7K
|
5.57K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
361+ 1.0% |
$37K - $43.3K
|
36.4K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
360+ 0.33% |
$36.9K - $43.2K
|
109K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
349+ 2.9% |
$35.8K - $41.9K
|
12.4K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
343+ 1.51% |
$35.2K - $41.1K
|
23.1K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
342+ 17.25% |
$35.1K - $41K
|
2.33K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
337+ 5.81% |
$34.5K - $40.4K
|
6.13K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
334+ 0.3% |
$34.2K - $40.1K
|
110K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
329+ 5.58% |
$33.7K - $39.5K
|
6.22K
$690K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
324+ 1.1% |
$33.2K - $38.9K
|
29.7K
$3.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
320+ 2.16% |
$32.8K - $38.4K
|
15.1K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
319+ 3.18% |
$32.7K - $38.3K
|
10.3K
$1.15M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
317+ 10.11% |
$32.5K - $38K
|
3.45K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
314+ 22.61% |
$32.2K - $37.7K
|
1.7K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
313+ 3.26% |
$32.1K - $37.5K
|
9.93K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
306+ 0.73% |
$31.4K - $36.7K
|
42.4K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
303+ 1.39% |
$31.1K - $36.3K
|
22.1K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
295+ 10.29% |
$30.2K - $35.4K
|
3.16K
$351K
|