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 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.08% |
$228 - $255
|
2.43K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2New |
$228 - $255
|
2
$222
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.04% |
$114 - $127
|
2.44K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.06% |
$114 - $127
|
1.78K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.34K
$370K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
250KNew |
$26.4M - $29.6M
|
250K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150KNew |
$15.8M - $17.8M
|
150K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 1.37% |
$14.1M - $15.8M
|
9.9M
$1.1B
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
126KNew |
$13.3M - $14.9M
|
126K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$9.02M - $10.1M
|
85.5K
$9.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
CALL |
35.4KNew |
$3.73M - $4.18M
|
35.4K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
32.7KNew |
$3.45M - $3.86M
|
32.7K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
16.3K+ 3.73% |
$1.72M - $1.93M
|
453K
$50.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.8KNew |
$1.46M - $1.63M
|
13.8K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9KNew |
$950K - $1.07M
|
9K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.78KNew |
$927K - $1.04M
|
8.78K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.82KNew |
$614K - $689K
|
5.82K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.36K+ 87.46% |
$565K - $634K
|
11.5K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$475K - $533K
|
4.5K
$499K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.33K+ 2.19% |
$351K - $394K
|
155K
$17.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.29K+ 3.17% |
$347K - $389K
|
107K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.25KNew |
$343K - $385K
|
3.25K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.17KNew |
$334K - $375K
|
3.17K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.03KNew |
$320K - $359K
|
3.03K
$336K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 28.75% |
$282K - $316K
|
12K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.63KNew |
$277K - $311K
|
2.63K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.42KNew |
$255K - $286K
|
2.42K
$268K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.26KNew |
$238K - $267K
|
2.26K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.13KNew |
$225K - $253K
|
2.13K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.03KNew |
$214K - $240K
|
2.03K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.01KNew |
$212K - $238K
|
2.01K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.93KNew |
$204K - $228K
|
1.93K
$214K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.85K+ 0.6% |
$196K - $219K
|
309K
$34.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$193K - $216K
|
1.83K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$191K - $215K
|
1.81K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.81KNew |
$191K - $214K
|
1.81K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.76KNew |
$186K - $208K
|
1.76K
$195K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.74KNew |
$184K - $206K
|
1.74K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.72KNew |
$181K - $203K
|
1.72K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 45.68% |
$180K - $202K
|
5.43K
$603K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.67K+ 176.75% |
$176K - $197K
|
2.61K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.52K+ 14.34% |
$160K - $180K
|
12.1K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.52K+ 3.42% |
$160K - $180K
|
45.9K
$5.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.47K+ 2.99% |
$156K - $174K
|
50.8K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.27K+ 4.72% |
$134K - $150K
|
28.1K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.14K+ 1.04% |
$120K - $135K
|
110K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.09KNew |
$115K - $129K
|
1.09K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 6.58% |
$115K - $129K
|
17.6K
$1.95M
|
|