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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.64K+ 2.32% |
$1.02M - $1.14M
|
425K
$49.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
9.6K+ 65.75% |
$1.01M - $1.14M
|
24.2K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
9.45K+ 25.96% |
$997K - $1.12M
|
45.9K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.32K+ 2.07% |
$983K - $1.1M
|
459K
$53.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.3K+ 6.4% |
$982K - $1.1M
|
155K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
9.05K+ 7.23% |
$955K - $1.07M
|
134K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9KNew |
$950K - $1.07M
|
9K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.82K+ 28.7% |
$931K - $1.04M
|
39.6K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.81K+ 0.82% |
$930K - $1.04M
|
1.08M
$126M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.78KNew |
$927K - $1.04M
|
8.78K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.76K+ 241.19% |
$924K - $1.04M
|
12.4K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.71K+ 74.71% |
$919K - $1.03M
|
20.4K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Factorial Partners, LLC
|
BUY
|
- |
8.2KNew |
$865K - $970K
|
8.2K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.15K+ 3.01% |
$860K - $965K
|
279K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.93K+ 39.75% |
$837K - $938K
|
27.9K
$3.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
7.88K+ 6.26% |
$831K - $932K
|
134K
$15.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
7.52K+ 1.4% |
$794K - $890K
|
546K
$63.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.49K+ 0.83% |
$790K - $886K
|
904K
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.47K+ 134.82% |
$789K - $884K
|
13K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.46K+ 40.91% |
$787K - $882K
|
25.7K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7.36K+ 109.64% |
$776K - $871K
|
14.1K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.33K+ 3.76% |
$773K - $867K
|
202K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
7.28K+ 13.83% |
$768K - $861K
|
59.9K
$7.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.26K+ 3.6% |
$766K - $859K
|
209K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.63K+ 3.62% |
$699K - $784K
|
190K
$22.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.43K+ 5.31% |
$678K - $760K
|
127K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 0.86% |
$668K - $749K
|
742K
$86.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.22K+ 19.43% |
$657K - $737K
|
38.3K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.17K+ 3.38% |
$651K - $730K
|
189K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.16KNew |
$650K - $729K
|
6.16K
$722K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11K+ 11.47% |
$645K - $724K
|
59.4K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
6.1KNew |
$644K - $722K
|
6.1K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
6.07K+ 2.32% |
$640K - $718K
|
268K
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.03K+ 20.23% |
$636K - $713K
|
35.8K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.92KNew |
$625K - $701K
|
5.92K
$694K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.91K+ 124.45% |
$623K - $699K
|
10.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.82KNew |
$614K - $689K
|
5.82K
$682K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5.81K+ 17.18% |
$613K - $687K
|
39.6K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.78K+ 1.14% |
$609K - $683K
|
514K
$60.2M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.69K+ 12.06% |
$600K - $673K
|
52.8K
$6.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.62K+ 4.73% |
$593K - $665K
|
124K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.59K+ 115.14% |
$590K - $662K
|
10.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.55K+ 20.71% |
$586K - $657K
|
32.3K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.47K+ 4.71% |
$577K - $647K
|
122K
$14.2M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.45K+ 3.28% |
$575K - $645K
|
172K
$20.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.36K+ 7.93% |
$566K - $635K
|
73K
$8.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.36K+ 87.46% |
$565K - $634K
|
11.5K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.24K+ 10.99% |
$552K - $620K
|
52.9K
$6.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.08KNew |
$536K - $601K
|
5.08K
$595K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.06K+ 26.23% |
$534K - $599K
|
24.4K
$2.85M
|