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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
727+ 4.43% |
$76.7K - $86K
|
17.2K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
725+ 0.67% |
$76.5K - $85.8K
|
109K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
710New |
$74.9K - $84K
|
710
$83.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
710+ 2.05% |
$74.9K - $84K
|
35.4K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
688+ 16.38% |
$72.6K - $81.4K
|
4.89K
$573K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
677+ 5641.67% |
$71.4K - $80.1K
|
689
$80.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
670+ 0.91% |
$70.7K - $79.3K
|
74.7K
$8.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
667+ 23.59% |
$70.4K - $78.9K
|
3.5K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
662+ 120.36% |
$69.9K - $78.3K
|
1.21K
$142K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
659+ 2.34% |
$69.5K - $78K
|
28.9K
$3.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
649+ 15.88% |
$68.5K - $76.8K
|
4.74K
$555K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
647New |
$68.3K - $76.6K
|
647
$75.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
645+ 0.32% |
$68.1K - $76.3K
|
201K
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
635+ 1.23% |
$67K - $75.1K
|
52.2K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
588+ 14.55% |
$62.1K - $69.6K
|
4.63K
$542K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
575+ 1.88% |
$60.7K - $68K
|
31.1K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
557+ 11.21% |
$58.8K - $65.9K
|
5.53K
$647K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
550+ 1.07% |
$58K - $65.1K
|
51.7K
$6.06M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
532+ 0.22% |
$56.1K - $63K
|
238K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
532+ 25.0% |
$56.1K - $63K
|
2.66K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
529+ 9.8% |
$55.8K - $62.6K
|
5.93K
$694K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
509+ 23.73% |
$53.7K - $60.2K
|
2.65K
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
498+ 1.11% |
$52.6K - $58.9K
|
45.5K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
475New |
$50.1K - $56.2K
|
475
$55.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
463+ 0.71% |
$48.9K - $54.8K
|
65.5K
$7.68M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
447+ 8.53% |
$47.2K - $52.9K
|
5.69K
$666K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
432+ 49.88% |
$45.6K - $51.1K
|
1.3K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
423+ 1.89% |
$44.6K - $50.1K
|
22.8K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
419+ 18.05% |
$44.2K - $49.6K
|
2.74K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
412+ 1.96% |
$43.5K - $48.8K
|
21.4K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
408+ 0.44% |
$43.1K - $48.3K
|
94K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
405+ 0.62% |
$42.7K - $47.9K
|
65.7K
$7.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
402+ 1.31% |
$42.4K - $47.6K
|
31.2K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
397+ 1.54% |
$41.9K - $47K
|
26.2K
$3.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
395+ 17.53% |
$41.7K - $46.7K
|
2.65K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
392+ 9.28% |
$41.4K - $46.4K
|
4.62K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
388+ 3.87% |
$40.9K - $45.9K
|
10.4K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
372+ 9.86% |
$39.3K - $44K
|
4.14K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
370+ 1.9% |
$39K - $43.8K
|
19.8K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
359+ 1.55% |
$37.9K - $42.5K
|
23.5K
$2.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
357+ 285.6% |
$37.7K - $42.2K
|
482
$56.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
355+ 5.84% |
$37.5K - $42K
|
6.43K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
354+ 13.11% |
$37.4K - $41.9K
|
3.06K
$358K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
347+ 0.08% |
$36.6K - $41.1K
|
435K
$51M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
336+ 1.23% |
$35.5K - $39.8K
|
27.7K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
330+ 16.53% |
$34.8K - $39.1K
|
2.33K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
329+ 2.47% |
$34.7K - $38.9K
|
13.6K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
324+ 3.15% |
$34.2K - $38.3K
|
10.6K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
315+ 0.74% |
$33.2K - $37.3K
|
42.9K
$5.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
312+ 10.05% |
$32.9K - $36.9K
|
3.42K
$400K
|