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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
82+ 1.9% |
$9.34K - $10.4K
|
4.4K
$440K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
80+ 4.02% |
$9.11K - $10.2K
|
2.07K
$207K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
79+ 0.82% |
$9K - $10.1K
|
9.68K
$969K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
77+ 0.78% |
$8.77K - $9.81K
|
9.95K
$996K
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.37% |
$8.54K - $9.55K
|
20.4K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
74New |
$8.43K - $9.43K
|
74
$7.41K
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
74+ 0.63% |
$8.43K - $9.43K
|
11.8K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74+ 3.06% |
$8.43K - $9.43K
|
2.49K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
70+ 0.33% |
$7.97K - $8.92K
|
21.4K
$2.14M
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
69+ 7.93% |
$7.86K - $8.79K
|
939
$94K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
69New |
$7.86K - $8.79K
|
69
$6.91K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
66+ 3.76% |
$7.52K - $8.41K
|
1.82K
$183K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
65+ 0.9% |
$7.4K - $8.28K
|
7.29K
$730K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
65+ 1.09% |
$7.4K - $8.28K
|
6.02K
$602K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
63+ 1.98% |
$7.18K - $8.02K
|
3.24K
$324K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 1.0% |
$7.06K - $7.9K
|
6.24K
$625K
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
61+ 1.11% |
$6.95K - $7.77K
|
5.58K
$559K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
58+ 38.67% |
$6.61K - $7.39K
|
208
$20.8K
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
57+ 0.14% |
$6.49K - $7.26K
|
40.4K
$4.04M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.89% |
$6.27K - $7.01K
|
6.24K
$625K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
54+ 0.71% |
$6.15K - $6.88K
|
7.67K
$768K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 1.82% |
$5.81K - $6.5K
|
2.85K
$285K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
50New |
$5.7K - $6.37K
|
50
$5.01K
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.88% |
$5.7K - $6.37K
|
2.71K
$271K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 2.02% |
$5.7K - $6.37K
|
2.53K
$253K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
49+ 1.25% |
$5.58K - $6.24K
|
3.97K
$398K
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
49+ 2.53% |
$5.58K - $6.24K
|
1.98K
$199K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
48+ 0.89% |
$5.47K - $6.11K
|
5.46K
$547K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
47+ 0.22% |
$5.35K - $5.99K
|
21.4K
$2.14M
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47+ 0.98% |
$5.35K - $5.99K
|
4.82K
$483K
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.24% |
$5.13K - $5.73K
|
18.6K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
44+ 0.12% |
$5.01K - $5.6K
|
37.8K
$3.79M
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
43+ 25.44% |
$4.9K - $5.48K
|
212
$21.2K
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
41+ 1.75% |
$4.67K - $5.22K
|
2.39K
$239K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 354.55% |
$4.44K - $4.97K
|
50
$5.01K
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
36+ 0.19% |
$4.1K - $4.59K
|
19.2K
$1.92M
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
35+ 0.53% |
$3.99K - $4.46K
|
6.68K
$669K
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
35+ 1.18% |
$3.99K - $4.46K
|
2.99K
$300K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 15.22% |
$3.99K - $4.46K
|
265
$26.5K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 0.52% |
$3.87K - $4.33K
|
6.54K
$655K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$3.87K - $4.33K
|
34
$3.4K
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 0.95% |
$3.87K - $4.33K
|
3.62K
$362K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
31+ 20.0% |
$3.53K - $3.95K
|
186
$18.6K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 1.65% |
$3.53K - $3.95K
|
1.91K
$191K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30+ 1.56% |
$3.42K - $3.82K
|
1.96K
$196K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
30New |
$3.42K - $3.82K
|
30
$3K
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.47% |
$3.42K - $3.82K
|
6.47K
$648K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
28+ 15.38% |
$3.19K - $3.57K
|
210
$21K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
27New |
$3.08K - $3.44K
|
27
$2.7K
|