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 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
101+ 2.85% |
$10.4K - $12.1K
|
3.65K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
101+ 4.68% |
$10.4K - $12.1K
|
2.26K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
100+ 1.3% |
$10.2K - $12K
|
7.77K
$862K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
100+ 2.08% |
$10.2K - $12K
|
4.9K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
99+ 0.83% |
$10.1K - $11.9K
|
12.1K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
98+ 0.79% |
$10K - $11.8K
|
12.5K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
98+ 3.72% |
$10K - $11.8K
|
2.73K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
97+ 1.61% |
$9.94K - $11.6K
|
6.12K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
96+ 2.35% |
$9.84K - $11.5K
|
4.18K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
93+ 2.61% |
$9.53K - $11.2K
|
3.66K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89+ 1.0% |
$9.12K - $10.7K
|
8.95K
$993K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 0.09% |
$9.12K - $10.7K
|
101K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
89+ 3.86% |
$9.12K - $10.7K
|
2.39K
$265K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
86+ 46.24% |
$8.81K - $10.3K
|
272
$30.2K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
85+ 0.44% |
$8.71K - $10.2K
|
19.2K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
85+ 0.9% |
$8.71K - $10.2K
|
9.5K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
85+ 4.33% |
$8.71K - $10.2K
|
2.05K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
84+ 14.89% |
$8.61K - $10.1K
|
648
$71.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
80+ 3.49% |
$8.2K - $9.6K
|
2.37K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
79+ 0.11% |
$8.1K - $9.48K
|
73.8K
$8.19M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
79+ 8.33% |
$8.1K - $9.48K
|
1.03K
$114K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
79+ 1.86% |
$8.1K - $9.48K
|
4.33K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
75+ 0.33% |
$7.69K - $9K
|
22.8K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.83% |
$7.58K - $8.88K
|
8.99K
$998K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72+ 0.3% |
$7.38K - $8.64K
|
24.4K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
68+ 1.19% |
$6.97K - $8.16K
|
5.81K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
67+ 0.2% |
$6.87K - $8.04K
|
33.5K
$3.72M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66+ 6.31% |
$6.76K - $7.92K
|
1.11K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
65+ 1.39% |
$6.66K - $7.8K
|
4.75K
$527K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
65+ 2.4% |
$6.66K - $7.8K
|
2.78K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
64New |
$6.56K - $7.68K
|
64
$7.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
64+ 0.14% |
$6.56K - $7.68K
|
46.9K
$5.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
63+ 0.73% |
$6.46K - $7.56K
|
8.74K
$970K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
62+ 2.27% |
$6.35K - $7.44K
|
2.79K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
61+ 2.04% |
$6.25K - $7.32K
|
3.06K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 1.53% |
$6.15K - $7.2K
|
3.98K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
59+ 2.82% |
$6.05K - $7.08K
|
2.15K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58+ 2.52% |
$5.94K - $6.96K
|
2.36K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56+ 10.02% |
$5.74K - $6.72K
|
615
$68.2K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 28.5% |
$5.64K - $6.6K
|
248
$27.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 0.25% |
$5.53K - $6.48K
|
21.9K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
53+ 9.98% |
$5.43K - $6.36K
|
584
$64.8K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 0.95% |
$5.12K - $6K
|
5.33K
$591K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49+ 1.43% |
$5.02K - $5.88K
|
3.48K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
48+ 0.57% |
$4.92K - $5.76K
|
8.41K
$933K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
48+ 0.13% |
$4.92K - $5.76K
|
37.2K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 1.96% |
$4.51K - $5.28K
|
2.29K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
42+ 0.31% |
$4.3K - $5.04K
|
13.6K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
41+ 0.23% |
$4.2K - $4.92K
|
17.6K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 0.17% |
$4.1K - $4.8K
|
23.7K
$2.63M
|