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 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.51KNew |
$286K - $320K
|
2.51K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 22.16% |
$286K - $319K
|
13.8K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.49KNew |
$283K - $317K
|
2.49K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.47K+ 5.07% |
$282K - $315K
|
51.3K
$5.14M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.47KNew |
$282K - $315K
|
2.47K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.47K+ 7.7% |
$281K - $315K
|
34.6K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.47KNew |
$281K - $314K
|
2.47K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.45K+ 10.07% |
$279K - $312K
|
26.8K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.41KNew |
$274K - $306K
|
2.41K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.4KNew |
$273K - $306K
|
2.4K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.4K+ 3.88% |
$273K - $305K
|
64.3K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.39K+ 7.4% |
$273K - $305K
|
34.7K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.39K+ 4.78% |
$272K - $304K
|
52.4K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.38KNew |
$271K - $303K
|
2.38K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.33KNew |
$266K - $297K
|
2.33K
$234K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
2.3K+ 82.14% |
$262K - $293K
|
5.1K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.3K+ 2017.54% |
$262K - $293K
|
2.41K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.3K+ 2.84% |
$262K - $293K
|
83.3K
$8.34M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$261K - $292K
|
2.3K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 1.18% |
$256K - $286K
|
192K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.24K+ 1.84% |
$255K - $285K
|
124K
$12.4M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
2.24KNew |
$255K - $285K
|
2.24K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.23K+ 13.13% |
$254K - $284K
|
19.2K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.22KNew |
$253K - $283K
|
2.22K
$222K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.2KNew |
$250K - $280K
|
2.2K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.17K+ 108.56% |
$247K - $276K
|
4.17K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.16KNew |
$246K - $275K
|
2.16K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.16K+ 4.53% |
$245K - $275K
|
49.8K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.15K+ 49.22% |
$244K - $273K
|
6.5K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.13KNew |
$243K - $272K
|
2.13K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 1.23% |
$242K - $271K
|
176K
$17.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.11K+ 0.69% |
$241K - $269K
|
309K
$30.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.11KNew |
$240K - $268K
|
2.11K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.1KNew |
$239K - $267K
|
2.1K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.09K+ 21.46% |
$238K - $266K
|
11.8K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.09K+ 2.51% |
$238K - $266K
|
85.5K
$8.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.07K+ 15.16% |
$236K - $264K
|
15.7K
$1.58M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.05KNew |
$234K - $261K
|
2.05K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.03K+ 7.61% |
$231K - $258K
|
28.6K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.02K+ 9.62% |
$230K - $258K
|
23.1K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.02KNew |
$230K - $257K
|
2.02K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.01K+ 3.12% |
$229K - $256K
|
66.3K
$6.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2K+ 55.11% |
$228K - $255K
|
5.64K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2K+ 3.01% |
$228K - $255K
|
68.3K
$6.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2K+ 16.65% |
$227K - $254K
|
14K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$198K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$224K - $251K
|
1.97K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.95KNew |
$222K - $248K
|
1.95K
$195K
|