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 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.68KNew |
$305K - $341K
|
2.68K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.54KNew |
$289K - $324K
|
2.54K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.47KNew |
$281K - $314K
|
2.47K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.41KNew |
$274K - $306K
|
2.41K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.33KNew |
$266K - $297K
|
2.33K
$278K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$261K - $292K
|
2.3K
$273K
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
2.24KNew |
$255K - $285K
|
2.24K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.13KNew |
$243K - $272K
|
2.13K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.11KNew |
$240K - $268K
|
2.11K
$251K
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
2.03KNew |
$231K - $259K
|
2.03K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$236K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$224K - $251K
|
1.97K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.87KNew |
$212K - $238K
|
1.87K
$222K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.83KNew |
$208K - $233K
|
1.83K
$218K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
1.79KNew |
$204K - $229K
|
1.79K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.77KNew |
$202K - $226K
|
1.77K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.77K+ 12.29% |
$202K - $226K
|
16.2K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.77KNew |
$201K - $225K
|
1.77K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.75KNew |
$199K - $222K
|
1.75K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.74KNew |
$198K - $222K
|
1.74K
$207K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.7KNew |
$194K - $217K
|
1.7K
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 34.68% |
$188K - $211K
|
6.42K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$168K - $188K
|
1.47K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.04KNew |
$118K - $132K
|
1.04K
$123K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
862+ 4.06% |
$98.2K - $110K
|
22.1K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
851+ 3.58% |
$96.9K - $108K
|
24.6K
$2.94M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
841New |
$95.8K - $107K
|
841
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
824New |
$93.9K - $105K
|
824
$98.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
775+ 31.71% |
$88.3K - $98.7K
|
3.22K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 33.94% |
$87.1K - $97.4K
|
3.02K
$360K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
700New |
$79.7K - $89.2K
|
700
$83.4K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
690+ 29.95% |
$78.6K - $87.9K
|
2.99K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
628New |
$71.5K - $80K
|
628
$74.8K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
608New |
$69.3K - $77.4K
|
608
$72.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
608+ 13.57% |
$69.3K - $77.4K
|
5.09K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
465+ 12.2% |
$53K - $59.2K
|
4.28K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$49K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
399+ 0.32% |
$45.5K - $50.8K
|
124K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 17.95% |
$38.8K - $43.4K
|
2.24K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
340+ 6.15% |
$38.7K - $43.3K
|
5.87K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
323+ 1.64% |
$36.8K - $41.1K
|
20K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
300New |
$34.2K - $38.2K
|
300
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
298+ 0.97% |
$33.9K - $38K
|
31K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 8.93% |
$31.8K - $35.5K
|
3.4K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
277New |
$31.6K - $35.3K
|
277
$33K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
250+ 3.35% |
$28.5K - $31.8K
|
7.72K
$919K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$26.4K
|