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 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
527+ 12.01% |
$60K - $67.1K
|
4.92K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 2.13% |
$59.7K - $66.7K
|
25.1K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
509+ 0.49% |
$58K - $64.8K
|
104K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 4.76% |
$57.3K - $64.1K
|
11.1K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
503+ 25.55% |
$57.3K - $64.1K
|
2.47K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$57K - $63.7K
|
500
$50.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 4.59% |
$57K - $63.7K
|
11.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
496+ 4.09% |
$56.5K - $63.2K
|
12.6K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
490+ 2.94% |
$55.8K - $62.4K
|
17.2K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
482+ 11.63% |
$54.9K - $61.4K
|
4.63K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
479New |
$54.6K - $61K
|
479
$48K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
476+ 4.2% |
$54.2K - $60.6K
|
11.8K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
474New |
$54K - $60.4K
|
474
$47.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
471+ 0.7% |
$53.7K - $60K
|
68K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
465+ 12.2% |
$53K - $59.2K
|
4.28K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
462+ 18.24% |
$52.6K - $58.8K
|
3K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
452+ 1.56% |
$51.5K - $57.6K
|
29.4K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
451+ 1.81% |
$51.4K - $57.4K
|
25.4K
$2.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
447+ 1.35% |
$50.9K - $56.9K
|
33.5K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
438+ 1.05% |
$49.9K - $55.8K
|
42.1K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
430+ 0.84% |
$49K - $54.8K
|
51.5K
$5.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
424+ 22.18% |
$48.3K - $54K
|
2.34K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415+ 2.49% |
$47.3K - $52.9K
|
17.1K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
415+ 1.24% |
$47.3K - $52.9K
|
33.8K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$41.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
403+ 0.43% |
$45.9K - $51.3K
|
95.1K
$9.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
401New |
$45.7K - $51.1K
|
401
$40.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$45.6K - $51K
|
400
$40.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
399+ 0.32% |
$45.5K - $50.8K
|
124K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
396+ 1.26% |
$45.1K - $50.4K
|
31.8K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
396+ 293.33% |
$45.1K - $50.4K
|
531
$53.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
392+ 5.76% |
$44.7K - $49.9K
|
7.2K
$721K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
392+ 12.42% |
$44.7K - $49.9K
|
3.55K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
390+ 3.44% |
$44.4K - $49.7K
|
11.7K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
386+ 4.84% |
$44K - $49.2K
|
8.37K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
380+ 19.79% |
$43.3K - $48.4K
|
2.3K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
377+ 3.85% |
$42.9K - $48K
|
10.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
375New |
$42.7K - $47.8K
|
375
$37.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
375+ 4.09% |
$42.7K - $47.8K
|
9.54K
$955K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
374+ 0.42% |
$42.6K - $47.6K
|
89.4K
$8.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
372+ 0.1% |
$42.4K - $47.4K
|
356K
$35.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
370+ 6.44% |
$42.2K - $47.1K
|
6.11K
$612K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
367+ 7.55% |
$41.8K - $46.7K
|
5.23K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
360+ 1.77% |
$41K - $45.9K
|
20.8K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$35K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
349+ 13.29% |
$39.8K - $44.5K
|
2.98K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
348+ 28.86% |
$39.6K - $44.3K
|
1.55K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 17.95% |
$38.8K - $43.4K
|
2.24K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
340+ 6.15% |
$38.7K - $43.3K
|
5.87K
$587K
|