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 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
335+ 10.97% |
$38.2K - $42.7K
|
3.39K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
332+ 18.16% |
$37.8K - $42.3K
|
2.16K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
327+ 7.91% |
$37.3K - $41.7K
|
4.46K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
327+ 8.52% |
$37.3K - $41.7K
|
4.17K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
323+ 1.64% |
$36.8K - $41.1K
|
20K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
321+ 4.16% |
$36.6K - $40.9K
|
8.04K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
310+ 2.93% |
$35.3K - $39.5K
|
10.9K
$1.09M
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
303+ 0.65% |
$34.5K - $38.6K
|
46.9K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
302New |
$34.4K - $38.5K
|
302
$30.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
301+ 16.87% |
$34.3K - $38.3K
|
2.09K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
300New |
$34.2K - $38.2K
|
300
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
298+ 0.97% |
$33.9K - $38K
|
31K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
295New |
$33.6K - $37.6K
|
295
$29.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
291+ 6.75% |
$33.2K - $37.1K
|
4.6K
$461K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
288+ 9.78% |
$32.8K - $36.7K
|
3.23K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 8.93% |
$31.8K - $35.5K
|
3.4K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
278+ 14.98% |
$31.7K - $35.4K
|
2.13K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
277New |
$31.6K - $35.3K
|
277
$27.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
275+ 11.25% |
$31.3K - $35K
|
2.72K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
271+ 1.03% |
$30.9K - $34.5K
|
26.5K
$2.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
270+ 5.85% |
$30.8K - $34.4K
|
4.89K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
270New |
$30.8K - $34.4K
|
270
$27K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
270+ 10.4% |
$30.8K - $34.4K
|
2.87K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
265+ 7.56% |
$30.2K - $33.8K
|
3.77K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$29.6K - $33.1K
|
260
$26K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
253+ 1.08% |
$28.8K - $32.2K
|
23.7K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
250+ 3.35% |
$28.5K - $31.8K
|
7.72K
$773K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
247New |
$28.1K - $31.5K
|
247
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
246+ 5.72% |
$28K - $31.3K
|
4.55K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
228+ 2.98% |
$26K - $29K
|
7.89K
$790K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
226+ 4.38% |
$25.7K - $28.8K
|
5.39K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
223+ 0.28% |
$25.4K - $28.4K
|
80.2K
$8.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
216+ 0.26% |
$24.6K - $27.5K
|
82.7K
$8.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
216+ 9.11% |
$24.6K - $27.5K
|
2.59K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
213+ 0.11% |
$24.3K - $27.1K
|
201K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
213+ 0.7% |
$24.3K - $27.1K
|
30.8K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
204New |
$23.2K - $26K
|
204
$20.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
204+ 5.76% |
$23.2K - $26K
|
3.74K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
201+ 5.93% |
$22.9K - $25.6K
|
3.59K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
198+ 6.86% |
$22.6K - $25.2K
|
3.08K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
195+ 0.64% |
$22.2K - $24.8K
|
30.6K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
195+ 2.38% |
$22.2K - $24.8K
|
8.4K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
195+ 1.72% |
$22.2K - $24.8K
|
11.5K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
194+ 1.15% |
$22.1K - $24.7K
|
17.1K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
192+ 6.5% |
$21.9K - $24.5K
|
3.15K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
192+ 1.09% |
$21.9K - $24.5K
|
17.9K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
190+ 6.16% |
$21.6K - $24.2K
|
3.27K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
175+ 0.11% |
$19.9K - $22.3K
|
166K
$16.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
175New |
$19.9K - $22.3K
|
175
$17.5K
|