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 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.4KNew |
$160K - $179K
|
1.4K
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.21% |
$155K - $174K
|
63K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.36K+ 1.51% |
$155K - $173K
|
91.5K
$9.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.33K+ 0.78% |
$152K - $170K
|
172K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.32K+ 1.66% |
$150K - $168K
|
80.4K
$8.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.29K+ 0.59% |
$147K - $164K
|
221K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.29K+ 6.66% |
$147K - $164K
|
20.7K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.27K+ 22.14% |
$145K - $162K
|
7K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.01% |
$144K - $160K
|
125K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.26K+ 7.36% |
$144K - $160K
|
18.4K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.24K+ 4.69% |
$142K - $158K
|
27.7K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.77% |
$138K - $154K
|
69.6K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.19K+ 1.1% |
$135K - $151K
|
109K
$10.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.13K+ 27.23% |
$129K - $144K
|
5.29K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.1K+ 114.91% |
$126K - $140K
|
2.06K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 41.54% |
$125K - $140K
|
3.75K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.09K+ 3.79% |
$125K - $139K
|
29.9K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.09K+ 8.04% |
$124K - $139K
|
14.6K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
1.05K+ 0.96% |
$120K - $134K
|
110K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.04KNew |
$118K - $132K
|
1.04K
$104K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 9.34% |
$117K - $131K
|
12K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 6.37% |
$117K - $130K
|
17.1K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.02KNew |
$116K - $130K
|
1.02K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.01K+ 0.36% |
$115K - $129K
|
280K
$28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 8.64% |
$114K - $127K
|
12.6K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
992+ 0.16% |
$113K - $126K
|
625K
$62.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
985+ 2.57% |
$112K - $125K
|
39.2K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
980+ 0.92% |
$112K - $125K
|
107K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
967New |
$110K - $123K
|
967
$96.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
959+ 2.65% |
$109K - $122K
|
37.2K
$3.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
934+ 5.45% |
$106K - $119K
|
18.1K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
931+ 21.94% |
$106K - $119K
|
5.17K
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
930New |
$106K - $118K
|
930
$93.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
929+ 1.76% |
$106K - $118K
|
53.8K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
913+ 2.19% |
$104K - $116K
|
42.7K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
910+ 7.66% |
$104K - $116K
|
12.8K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
908+ 13.62% |
$103K - $116K
|
7.57K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
901+ 1.67% |
$103K - $115K
|
54.9K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
886+ 14.52% |
$101K - $113K
|
6.99K
$700K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
879+ 25.11% |
$100K - $112K
|
4.38K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
872+ 31.13% |
$99.3K - $111K
|
3.67K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
867+ 19.0% |
$98.8K - $110K
|
5.43K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
862+ 4.06% |
$98.2K - $110K
|
22.1K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
852+ 123.66% |
$97.1K - $109K
|
1.54K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
851+ 3.58% |
$96.9K - $108K
|
24.6K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
851+ 7.02% |
$96.9K - $108K
|
13K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
842+ 3.76% |
$95.9K - $107K
|
23.3K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
842+ 0.17% |
$95.9K - $107K
|
503K
$50.4M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
841New |
$95.8K - $107K
|
841
$84.2K
|