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 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
40New |
$4.1K - $4.8K
|
40
$4.44K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
40+ 1.13% |
$4.1K - $4.8K
|
3.59K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.1K - $4.8K
|
56.8K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
39+ 1.06% |
$4K - $4.68K
|
3.73K
$414K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 2.08% |
$4K - $4.68K
|
1.91K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$4K - $4.68K
|
56K
$6.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.24% |
$4K - $4.68K
|
16.1K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 1.45% |
$3.89K - $4.56K
|
2.67K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37New |
$3.79K - $4.44K
|
37
$4.11K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.35% |
$3.79K - $4.44K
|
2.77K
$308K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
36+ 0.66% |
$3.69K - $4.32K
|
5.53K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.64% |
$3.59K - $4.2K
|
2.16K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
34+ 0.98% |
$3.48K - $4.08K
|
3.5K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
34+ 1.21% |
$3.48K - $4.08K
|
2.85K
$316K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
33New |
$3.38K - $3.96K
|
33
$3.66K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.01% |
$3.38K - $3.96K
|
244K
$27.1M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 6.96% |
$3.38K - $3.96K
|
507
$56.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
29+ 0.39% |
$2.97K - $3.48K
|
7.56K
$839K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
28+ 7.47% |
$2.87K - $3.36K
|
403
$44.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 0.69% |
$2.87K - $3.36K
|
4.1K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.57% |
$2.87K - $3.36K
|
4.94K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 1.45% |
$2.87K - $3.36K
|
1.95K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.69% |
$2.66K - $3.12K
|
3.77K
$418K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 19.38% |
$2.56K - $3K
|
154
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 2.66% |
$2.56K - $3K
|
964
$107K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 1.2% |
$2.36K - $2.76K
|
1.93K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
23+ 0.11% |
$2.36K - $2.76K
|
20.8K
$2.3M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
22+ 100.0% |
$2.25K - $2.64K
|
44
$4.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21+ 3.52% |
$2.15K - $2.52K
|
618
$68.6K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 8.51% |
$2.05K - $2.4K
|
255
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
20+ 0.3% |
$2.05K - $2.4K
|
6.7K
$744K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
20+ 0.29% |
$2.05K - $2.4K
|
6.81K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
19+ 0.84% |
$1.95K - $2.28K
|
2.28K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
19+ 0.64% |
$1.95K - $2.28K
|
2.99K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
19+ 0.17% |
$1.95K - $2.28K
|
11K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
18+ 24.0% |
$1.84K - $2.16K
|
93
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.23% |
$1.84K - $2.16K
|
7.8K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.39K
$598K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16+ 3.9% |
$1.64K - $1.92K
|
426
$47.3K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
15+ 0.77% |
$1.54K - $1.8K
|
1.97K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
15+ 0.01% |
$1.54K - $1.8K
|
101K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
15+ 0.26% |
$1.54K - $1.8K
|
5.88K
$653K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 10.4% |
$1.33K - $1.56K
|
138
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.56K
|
4.97K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
11New |
$1.13K - $1.32K
|
11
$1.22K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
11+ 0.06% |
$1.13K - $1.32K
|
19.1K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
11+ 0.32% |
$1.13K - $1.32K
|
3.43K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.13% |
$1.02K - $1.2K
|
7.68K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
10+ 0.32% |
$1.02K - $1.2K
|
3.17K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.2K
|
3.45K
$383K
|