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 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
312+ 10.05% |
$32.9K - $36.9K
|
3.42K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
310+ 1.48% |
$32.7K - $36.7K
|
21.3K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
300+ 1.56% |
$31.7K - $35.5K
|
19.5K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
299+ 10.73% |
$31.6K - $35.4K
|
3.09K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
286+ 1.72% |
$30.2K - $33.8K
|
16.9K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
282+ 3.72% |
$29.8K - $33.4K
|
7.87K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
262+ 1.79% |
$27.6K - $31K
|
14.9K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
254+ 40.0% |
$26.8K - $30.1K
|
889
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
247+ 5.74% |
$26.1K - $29.2K
|
4.55K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
240+ 0.29% |
$25.3K - $28.4K
|
82.5K
$9.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
235+ 0.98% |
$24.8K - $27.8K
|
24.2K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
232+ 3.42% |
$24.5K - $27.5K
|
7.02K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
228+ 6.37% |
$24.1K - $27K
|
3.81K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
228+ 5.8% |
$24.1K - $27K
|
4.16K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
209+ 1.74% |
$22.1K - $24.7K
|
12.2K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 0.78% |
$21.3K - $23.9K
|
26.3K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
198+ 21.71% |
$20.9K - $23.4K
|
1.11K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
184+ 0.78% |
$19.4K - $21.8K
|
23.8K
$2.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
183+ 5.43% |
$19.3K - $21.7K
|
3.55K
$416K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
182+ 6.86% |
$19.2K - $21.5K
|
2.84K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
178+ 0.98% |
$18.8K - $21.1K
|
18.3K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
178+ 3.12% |
$18.8K - $21.1K
|
5.89K
$690K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
167+ 0.56% |
$17.6K - $19.8K
|
30.2K
$3.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
165+ 0.57% |
$17.4K - $19.5K
|
29K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
164+ 5.68% |
$17.3K - $19.4K
|
3.05K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
161+ 0.66% |
$17K - $19.1K
|
24.7K
$2.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
150+ 7.18% |
$15.8K - $17.8K
|
2.24K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
146+ 0.46% |
$15.4K - $17.3K
|
31.9K
$3.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145+ 0.59% |
$15.3K - $17.2K
|
24.8K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
138+ 0.94% |
$14.6K - $16.3K
|
14.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
133+ 1.4% |
$14K - $15.7K
|
9.67K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
132New |
$13.9K - $15.6K
|
132
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
130+ 5.19% |
$13.7K - $15.4K
|
2.63K
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
130+ 0.42% |
$13.7K - $15.4K
|
31.1K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
128+ 4.91% |
$13.5K - $15.1K
|
2.73K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
125+ 0.93% |
$13.2K - $14.8K
|
13.6K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
122New |
$12.9K - $14.4K
|
122
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 0.39% |
$12.6K - $14.1K
|
30.3K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
116+ 1.61% |
$12.2K - $13.7K
|
7.31K
$856K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
114+ 2.01% |
$12K - $13.5K
|
5.79K
$678K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 134.15% |
$11.6K - $13K
|
192
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
105+ 1.52% |
$11.1K - $12.4K
|
7.03K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
105+ 0.45% |
$11.1K - $12.4K
|
23.7K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 17.89% |
$10.6K - $11.8K
|
659
$77.2K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
100+ 20.12% |
$10.6K - $11.8K
|
597
$69.9K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
97+ 3.26% |
$10.2K - $11.5K
|
3.07K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.33% |
$9.92K - $11.1K
|
28.7K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
93+ 2.21% |
$9.81K - $11K
|
4.3K
$504K
|