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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 4.52% |
$405K - $453K
|
82.2K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
3.55KNew |
$405K - $453K
|
3.55K
$356K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
3.47K+ 7.67% |
$395K - $442K
|
48.7K
$4.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.44KNew |
$392K - $438K
|
3.44K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 11.84% |
$391K - $438K
|
32.5K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.42K+ 27.81% |
$390K - $436K
|
15.7K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$389K - $436K
|
3.42K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 19.55% |
$389K - $435K
|
20.9K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.41K+ 32.75% |
$388K - $434K
|
13.8K
$1.38M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4KNew |
$388K - $434K
|
3.4K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.32K+ 2.99% |
$378K - $423K
|
114K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.3K+ 9.37% |
$376K - $421K
|
38.6K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.25K+ 1.61% |
$371K - $414K
|
205K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.68% |
$370K - $413K
|
28.8K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.25K+ 6.76% |
$370K - $413K
|
51.3K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
3.24K+ 4.62% |
$369K - $412K
|
73.3K
$7.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.23KNew |
$368K - $412K
|
3.23K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
3.2K+ 5.2% |
$364K - $407K
|
64.6K
$6.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.18KNew |
$362K - $405K
|
3.18K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.16KNew |
$360K - $403K
|
3.16K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.11K+ 28.39% |
$354K - $396K
|
14.1K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
3.02KNew |
$344K - $385K
|
3.02K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3KNew |
$341K - $382K
|
3K
$300K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.97KNew |
$339K - $379K
|
2.97K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.96K+ 7.47% |
$337K - $377K
|
42.6K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.94K+ 27.02% |
$334K - $374K
|
13.8K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.94K+ 4.02% |
$334K - $374K
|
75.9K
$7.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.93KNew |
$334K - $373K
|
2.93K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.93K+ 303.42% |
$333K - $373K
|
3.89K
$389K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.9KNew |
$331K - $370K
|
2.9K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.9K+ 61.71% |
$330K - $369K
|
7.59K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
2.89K+ 11.83% |
$329K - $368K
|
27.3K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.88K+ 1.93% |
$328K - $367K
|
153K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.88K+ 3.74% |
$328K - $367K
|
79.8K
$7.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 3026.09% |
$317K - $355K
|
2.88K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.78K+ 1.44% |
$317K - $354K
|
196K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
2.75K+ 9.03% |
$314K - $351K
|
33.2K
$3.33M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.73KNew |
$311K - $348K
|
2.73K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.72K+ 36.64% |
$310K - $347K
|
10.2K
$1.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.71K+ 3.61% |
$309K - $346K
|
77.9K
$7.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$308K - $344K
|
2.7K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.69K+ 22.75% |
$307K - $343K
|
14.5K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.67K+ 1.62% |
$304K - $340K
|
167K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.67K+ 11.6% |
$304K - $340K
|
25.7K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.64K+ 1.76% |
$301K - $337K
|
152K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.6KNew |
$296K - $331K
|
2.6K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.58K+ 0.47% |
$294K - $329K
|
558K
$55.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.54KNew |
$289K - $324K
|
2.54K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.52K+ 1.73% |
$288K - $322K
|
148K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.51K+ 5.11% |
$286K - $320K
|
51.7K
$5.18M
|