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 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.75KNew |
$199K - $222K
|
1.75K
$194K
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.74KNew |
$198K - $222K
|
1.74K
$193K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.7KNew |
$194K - $217K
|
1.7K
$189K
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 34.68% |
$188K - $211K
|
6.42K
$713K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.61K+ 5.83% |
$184K - $205K
|
29.3K
$3.25M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$168K - $188K
|
1.47K
$163K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.23M
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.04KNew |
$118K - $132K
|
1.04K
$115K
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
879+ 25.11% |
$100K - $112K
|
4.38K
$486K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
867+ 19.0% |
$98.8K - $110K
|
5.43K
$602K
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
862+ 4.06% |
$98.2K - $110K
|
22.1K
$2.45M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
851+ 3.58% |
$96.9K - $108K
|
24.6K
$2.73M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
841New |
$95.8K - $107K
|
841
$93.3K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
824New |
$93.9K - $105K
|
824
$91.4K
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
775+ 31.71% |
$88.3K - $98.7K
|
3.22K
$357K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 33.94% |
$87.1K - $97.4K
|
3.02K
$335K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
705New |
$80.3K - $89.8K
|
705
$78.2K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
700New |
$79.7K - $89.2K
|
700
$77.7K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
690+ 29.95% |
$78.6K - $87.9K
|
2.99K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
628New |
$71.5K - $80K
|
628
$69.7K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
608New |
$69.3K - $77.4K
|
608
$67.5K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608New |
$69.3K - $77.4K
|
608
$67.5K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
608+ 13.57% |
$69.3K - $77.4K
|
5.09K
$565K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
465+ 12.2% |
$53K - $59.2K
|
4.28K
$474K
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
462+ 18.24% |
$52.6K - $58.8K
|
3K
$332K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$45.6K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$45.6K - $51K
|
400
$44.4K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
399+ 0.32% |
$45.5K - $50.8K
|
124K
$13.7M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
386+ 4.84% |
$44K - $49.2K
|
8.37K
$928K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$38.8K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 17.95% |
$38.8K - $43.4K
|
2.24K
$249K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
340+ 6.15% |
$38.7K - $43.3K
|
5.87K
$651K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
323+ 1.64% |
$36.8K - $41.1K
|
20K
$2.21M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
302New |
$34.4K - $38.5K
|
302
$33.5K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
300New |
$34.2K - $38.2K
|
300
$33.3K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
298+ 0.97% |
$33.9K - $38K
|
31K
$3.44M
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
279+ 8.93% |
$31.8K - $35.5K
|
3.4K
$377K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
277New |
$31.6K - $35.3K
|
277
$30.7K
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
250+ 3.35% |
$28.5K - $31.8K
|
7.72K
$856K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$24.6K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
198+ 6.86% |
$22.6K - $25.2K
|
3.08K
$342K
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
190+ 6.16% |
$21.6K - $24.2K
|
3.27K
$363K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
175+ 0.11% |
$19.9K - $22.3K
|
166K
$18.5M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
175New |
$19.9K - $22.3K
|
175
$19.4K
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
173+ 4.26% |
$19.7K - $22K
|
4.24K
$470K
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
166New |
$18.9K - $21.1K
|
166
$18.4K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
148+ 1.74% |
$16.9K - $18.9K
|
8.66K
$961K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
140New |
$15.9K - $17.8K
|
140
$15.5K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$15.7K - $17.6K
|
138
$15.3K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
135New |
$15.4K - $17.2K
|
135
$15K
|