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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 3.45% |
$533K - $598K
|
151K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5.04K+ 2.84% |
$532K - $597K
|
183K
$21.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.89K+ 9.83% |
$516K - $578K
|
54.6K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.8K+ 9.74% |
$506K - $567K
|
54K
$6.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.78K+ 2.23% |
$505K - $566K
|
219K
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.77K+ 2.56% |
$503K - $565K
|
191K
$22.4M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 0.89% |
$487K - $546K
|
521K
$61.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.57K+ 25.32% |
$482K - $540K
|
22.6K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$475K - $533K
|
4.5K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.39K+ 5.02% |
$463K - $519K
|
91.8K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.37K+ 15.88% |
$461K - $517K
|
31.9K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.36KNew |
$460K - $516K
|
4.36K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.29K+ 6.32% |
$453K - $508K
|
72.2K
$8.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.19K+ 13.74% |
$442K - $495K
|
34.6K
$4.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.14K+ 66.81% |
$437K - $490K
|
10.3K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.08K+ 5.2% |
$431K - $483K
|
82.5K
$9.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.05K+ 2.03% |
$428K - $480K
|
204K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.04K+ 11.15% |
$427K - $478K
|
40.3K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.02K+ 120.64% |
$424K - $476K
|
7.36K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 1.27% |
$411K - $460K
|
310K
$36.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.77K+ 4.71% |
$398K - $447K
|
84K
$9.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.66K+ 7.17% |
$386K - $433K
|
54.7K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.61K+ 9.49% |
$381K - $428K
|
41.7K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.53K+ 2.18% |
$373K - $418K
|
165K
$19.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.52K+ 13.8% |
$371K - $416K
|
29K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.5K+ 47.52% |
$369K - $414K
|
10.9K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.5K+ 17.17% |
$369K - $414K
|
23.9K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.36K+ 23.25% |
$355K - $398K
|
17.8K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.33K+ 2.19% |
$351K - $394K
|
155K
$18.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.29K+ 3.17% |
$347K - $389K
|
107K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.28K+ 18.15% |
$346K - $388K
|
21.3K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
3.27K+ 3.77% |
$345K - $387K
|
90.1K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.25KNew |
$343K - $385K
|
3.25K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.17KNew |
$334K - $375K
|
3.17K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.15KNew |
$333K - $373K
|
3.15K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.15KNew |
$332K - $372K
|
3.15K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.12KNew |
$330K - $370K
|
3.12K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 163.96% |
$328K - $368K
|
5.01K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.05KNew |
$322K - $361K
|
3.05K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.05K+ 17.47% |
$322K - $361K
|
20.5K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.03KNew |
$320K - $359K
|
3.03K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.89K+ 56.42% |
$305K - $342K
|
8K
$937K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.8KNew |
$296K - $331K
|
2.8K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 9.09% |
$292K - $328K
|
33.2K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 134.82% |
$290K - $325K
|
4.78K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.72K+ 9.89% |
$287K - $322K
|
30.3K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.72K+ 10.92% |
$287K - $322K
|
27.6K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.72K+ 30.91% |
$287K - $322K
|
11.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 64.83% |
$285K - $319K
|
6.86K
$803K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 28.75% |
$282K - $316K
|
12K
$1.4M
|