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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
92+ 0.54% |
$9.71K - $10.9K
|
17K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
91+ 0.99% |
$9.6K - $10.8K
|
9.33K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
85+ 1.96% |
$8.97K - $10.1K
|
4.41K
$517K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
85+ 0.73% |
$8.97K - $10.1K
|
11.7K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
82+ 0.49% |
$8.65K - $9.7K
|
16.7K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79New |
$8.34K - $9.35K
|
79
$9.25K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
79+ 2.78% |
$8.34K - $9.35K
|
2.92K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
78+ 0.63% |
$8.23K - $9.23K
|
12.4K
$1.45M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
75+ 72.82% |
$7.91K - $8.88K
|
178
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
74+ 1.4% |
$7.81K - $8.76K
|
5.37K
$629K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
70New |
$7.39K - $8.28K
|
70
$8.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.18% |
$7.07K - $7.93K
|
37.9K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
67New |
$7.07K - $7.93K
|
67
$7.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
66+ 1.23% |
$6.96K - $7.81K
|
5.43K
$636K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58+ 1.07% |
$6.12K - $6.86K
|
5.47K
$641K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
57+ 0.11% |
$6.02K - $6.75K
|
53.5K
$6.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53+ 2.62% |
$5.59K - $6.27K
|
2.08K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
50+ 0.14% |
$5.28K - $5.92K
|
34.8K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
48+ 0.75% |
$5.07K - $5.68K
|
6.43K
$753K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
44+ 0.39% |
$4.64K - $5.21K
|
11.5K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
44+ 7.96% |
$4.64K - $5.21K
|
597
$69.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
42+ 1.02% |
$4.43K - $4.97K
|
4.15K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
37+ 1.19% |
$3.9K - $4.38K
|
3.14K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
37+ 1.51% |
$3.9K - $4.38K
|
2.48K
$291K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 1.53% |
$3.69K - $4.14K
|
2.32K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.15% |
$3.06K - $3.43K
|
19K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.03% |
$3.06K - $3.43K
|
92.6K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
24+ 0.13% |
$2.53K - $2.84K
|
19.1K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 0.07% |
$2.43K - $2.72K
|
34.9K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
23+ 1.14% |
$2.43K - $2.72K
|
2.04K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.38% |
$2.32K - $2.6K
|
5.75K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.31% |
$2.32K - $2.6K
|
7.09K
$830K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
22New |
$2.32K - $2.6K
|
22
$2.58K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.24% |
$2.22K - $2.49K
|
8.82K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
19+ 1.01% |
$2.01K - $2.25K
|
1.9K
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
19New |
$2.01K - $2.25K
|
19
$2.23K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.05% |
$1.9K - $2.13K
|
1.73K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
17+ 0.88% |
$1.79K - $2.01K
|
1.95K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.23% |
$1.79K - $2.01K
|
7.32K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
16New |
$1.69K - $1.89K
|
16
$1.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
16+ 0.16% |
$1.69K - $1.89K
|
9.78K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.54K
|
9.62K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.19% |
$1.27K - $1.42K
|
6.36K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
12+ 0.0% |
$1.27K - $1.42K
|
2.12M
$248M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.44% |
$1.16K - $1.3K
|
2.51K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
11+ 0.26% |
$1.16K - $1.3K
|
4.29K
$502K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
11+ 0.33% |
$1.16K - $1.3K
|
3.3K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
10+ 0.43% |
$1.06K - $1.18K
|
2.36K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
10+ 0.36% |
$1.06K - $1.18K
|
2.81K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9+ 0.23% |
$950 - $1.07K
|
3.88K
$455K
|