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 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
9+ 0.23% |
$950 - $1.07K
|
3.89K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.35% |
$950 - $1.07K
|
2.6K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
9+ 0.27% |
$950 - $1.07K
|
3.29K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8New |
$844 - $947
|
8
$937
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.04% |
$844 - $947
|
21K
$2.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 3.33% |
$739 - $828
|
217
$25.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
7+ 0.12% |
$739 - $828
|
5.91K
$692K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.27% |
$633 - $710
|
480
$56.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$633 - $710
|
4.01K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.24% |
$633 - $710
|
2.52K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5+ 0.05% |
$528 - $592
|
9.75K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.3% |
$422 - $473
|
1.32K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 0.22% |
$422 - $473
|
1.86K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.08% |
$422 - $473
|
4.99K
$584K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.5% |
$422 - $473
|
799
$93.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4+ 0.25% |
$422 - $473
|
1.59K
$186K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.33% |
$422 - $473
|
1.21K
$141K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.1% |
$317 - $355
|
2.89K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3+ 0.82% |
$317 - $355
|
369
$43.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$317 - $355
|
6.65K
$779K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.04% |
$317 - $355
|
6.77K
$793K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.06% |
$211 - $237
|
3.31K
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2+ 0.04% |
$211 - $237
|
4.9K
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.05% |
$211 - $237
|
4.11K
$482K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.32% |
$106 - $118
|
316
$37K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.1% |
$106 - $118
|
1.05K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$106 - $118
|
13.2K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.57% |
$106 - $118
|
176
$20.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.02% |
$106 - $118
|
4.45K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1+ 0.0% |
$106 - $118
|
20.7K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.04% |
$106 - $118
|
2.43K
$285K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 3.23% |
$106 - $118
|
32
$3.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1+ 0.03% |
$106 - $118
|
2.96K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.18% |
$106 - $118
|
86
$10.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $118
|
2.03K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $118
|
19K
$2.22M
|
|
| Q2 2024 | |||||||
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
5.4MNew |
$552M - $599M
|
5.4M
$633M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
150KNew |
$15.3M - $16.6M
|
150K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
110K+ 435.6% |
$11.2M - $12.2M
|
135K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
102K+ 35.66% |
$10.4M - $11.3M
|
388K
$45.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
99.1KNew |
$10.1M - $11M
|
99.1K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
73.6K+ 37.67% |
$7.51M - $8.16M
|
269K
$31.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
32KNew |
$3.27M - $3.55M
|
32K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 12.15% |
$2.75M - $2.99M
|
249K
$29.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
22.3KNew |
$2.28M - $2.48M
|
22.3K
$2.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
21.4K+ 106.61% |
$2.19M - $2.37M
|
41.5K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.6KNew |
$2.11M - $2.29M
|
20.6K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
20.1K+ 42.91% |
$2.05M - $2.23M
|
66.9K
$7.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
13K+ 73.36% |
$1.33M - $1.44M
|
30.8K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.65KNew |
$883K - $959K
|
8.65K
$1.01M
|
|