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 |
---|---|---|---|---|---|---|---|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
194+ 7.46% |
$19.9K - $23.3K
|
2.8K
$310K
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
193+ 0.55% |
$19.8K - $23.2K
|
35.4K
$3.93M
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
193+ 2.97% |
$19.8K - $23.2K
|
6.69K
$742K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
193+ 74.23% |
$19.8K - $23.2K
|
453
$50.3K
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
192+ 1.72% |
$19.7K - $23K
|
11.4K
$1.26M
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.27% |
$19.7K - $23K
|
6.07K
$673K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
191+ 2.84% |
$19.6K - $22.9K
|
6.92K
$768K
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
187+ 0.65% |
$19.2K - $22.4K
|
29.1K
$3.22M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
185+ 2.47% |
$19K - $22.2K
|
7.67K
$851K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
183+ 3.22% |
$18.8K - $22K
|
5.86K
$650K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 7.55% |
$17.9K - $21K
|
2.49K
$277K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
173+ 1.31% |
$17.7K - $20.8K
|
13.4K
$1.49M
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
172+ 0.36% |
$17.6K - $20.6K
|
47.3K
$5.25M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
169+ 2.01% |
$17.3K - $20.3K
|
8.57K
$951K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
164+ 1.23% |
$16.8K - $19.7K
|
13.5K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
158+ 32.92% |
$16.2K - $19K
|
638
$70.8K
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
153+ 6.16% |
$15.7K - $18.4K
|
2.64K
$292K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
153+ 2.38% |
$15.7K - $18.4K
|
6.58K
$730K
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
151+ 8.3% |
$15.5K - $18.1K
|
1.97K
$219K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
150+ 10.69% |
$15.4K - $18K
|
1.55K
$172K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
149+ 2.2% |
$15.3K - $17.9K
|
6.93K
$769K
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
149+ 4.19% |
$15.3K - $17.9K
|
3.7K
$411K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
148+ 2.61% |
$15.2K - $17.8K
|
5.82K
$646K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
148+ 7.31% |
$15.2K - $17.8K
|
2.17K
$241K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
146+ 3.28% |
$15K - $17.5K
|
4.6K
$510K
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
141+ 1.68% |
$14.5K - $16.9K
|
8.55K
$948K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
134+ 4.1% |
$13.7K - $16.1K
|
3.4K
$377K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
131+ 0.46% |
$13.4K - $15.7K
|
28.8K
$3.19M
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
131+ 0.18% |
$13.4K - $15.7K
|
74K
$8.21M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
129New |
$13.2K - $15.5K
|
129
$14.3K
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
128+ 3.78% |
$13.1K - $15.4K
|
3.52K
$390K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
128+ 4.33% |
$13.1K - $15.4K
|
3.08K
$342K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
127+ 21.31% |
$13K - $15.2K
|
723
$80.2K
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
125+ 3.94% |
$12.8K - $15K
|
3.3K
$366K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125New |
$12.8K - $15K
|
125
$13.9K
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
123+ 14.82% |
$12.6K - $14.8K
|
953
$106K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
119+ 0.65% |
$12.2K - $14.3K
|
18.4K
$2.04M
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
117+ 212.73% |
$12K - $14K
|
172
$19.1K
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
115+ 0.09% |
$11.8K - $13.8K
|
132K
$14.7M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
115+ 5.02% |
$11.8K - $13.8K
|
2.4K
$267K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
113+ 0.49% |
$11.6K - $13.6K
|
23.2K
$2.57M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
112+ 6.07% |
$11.5K - $13.4K
|
1.96K
$217K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.07% |
$11K - $12.8K
|
156K
$17.4M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
107+ 4.41% |
$11K - $12.8K
|
2.53K
$281K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
105New |
$10.8K - $12.6K
|
105
$11.7K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
105+ 0.88% |
$10.8K - $12.6K
|
12.1K
$1.34M
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
104+ 0.71% |
$10.7K - $12.5K
|
14.7K
$1.63M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
104+ 0.88% |
$10.7K - $12.5K
|
11.9K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
103+ 1.11% |
$10.6K - $12.4K
|
9.37K
$1.04M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
102+ 1.81% |
$10.5K - $12.2K
|
5.73K
$636K
|