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 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 19.5% |
$160K - $187K
|
9.56K
$1.14M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.54K+ 19.32% |
$157K - $184K
|
9.49K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1.5K+ 29.41% |
$154K - $180K
|
6.6K
$786K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.41K+ 1.42% |
$144K - $169K
|
101K
$12M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.35K+ 73.06% |
$138K - $162K
|
3.19K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.35K+ 7.95% |
$138K - $162K
|
18.3K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.15K+ 5.79% |
$118K - $138K
|
21K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.1K+ 0.66% |
$113K - $132K
|
169K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.09KNew |
$111K - $130K
|
1.09K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1KNew |
$102K - $120K
|
1K
$119K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
984+ 12.88% |
$101K - $118K
|
8.62K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
976+ 17.32% |
$100K - $117K
|
6.61K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
880+ 6.81% |
$90.2K - $106K
|
13.8K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
875+ 11.64% |
$89.7K - $105K
|
8.39K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
852+ 3.59% |
$87.3K - $102K
|
24.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
846+ 32.63% |
$86.7K - $101K
|
3.44K
$410K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
844+ 17.02% |
$86.5K - $101K
|
5.8K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
805+ 2981.48% |
$82.5K - $96.6K
|
832
$99.1K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
796New |
$81.6K - $95.5K
|
796
$94.8K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
793+ 374.06% |
$81.3K - $95.1K
|
1.01K
$120K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
772New |
$79.1K - $92.6K
|
772
$92K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
754+ 5.16% |
$77.3K - $90.4K
|
15.4K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
742New |
$76K - $89K
|
742
$88.4K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
717+ 34.37% |
$73.5K - $86K
|
2.8K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
677New |
$69.4K - $81.2K
|
677
$80.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
663+ 28.58% |
$68K - $79.5K
|
2.98K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
661New |
$67.7K - $79.3K
|
661
$78.7K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
643New |
$65.9K - $77.1K
|
643
$76.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
574+ 10.31% |
$58.8K - $68.9K
|
6.14K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
565+ 0.8% |
$57.9K - $67.8K
|
71.2K
$8.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
558+ 13.58% |
$57.2K - $66.9K
|
4.67K
$556K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
553+ 18.13% |
$56.7K - $66.3K
|
3.6K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
500New |
$51.2K - $60K
|
500
$59.6K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
467+ 11.64% |
$47.9K - $56K
|
4.48K
$533K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
450New |
$46.1K - $54K
|
450
$53.6K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
408+ 17.14% |
$41.8K - $48.9K
|
2.79K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$541K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
369+ 4.97% |
$37.8K - $44.3K
|
7.79K
$928K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
360+ 0.33% |
$36.9K - $43.2K
|
109K
$13M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
337+ 5.81% |
$34.5K - $40.4K
|
6.13K
$731K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
320+ 2.16% |
$32.8K - $38.4K
|
15.1K
$1.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
317+ 10.11% |
$32.5K - $38K
|
3.45K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
292New |
$29.9K - $35K
|
292
$34.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
245+ 3.08% |
$25.1K - $29.4K
|
8.21K
$978K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
238+ 14.57% |
$24.4K - $28.6K
|
1.87K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
213+ 0.3% |
$21.8K - $25.6K
|
71.6K
$8.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
208+ 8.5% |
$21.3K - $25K
|
2.66K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 4.73% |
$20.5K - $24K
|
4.43K
$527K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
196+ 1.68% |
$20.1K - $23.5K
|
11.9K
$1.41M
|