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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 51.92% |
$2.76K - $2.99K
|
79
$9.41K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.3% |
$2.35K - $2.55K
|
338
$40.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9New |
$919 - $998
|
9
$1.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 4.08% |
$817 - $887
|
204
$24.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$715 - $776
|
7
$834
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 14.29% |
$613 - $665
|
48
$5.72K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
295KNew |
$30.2M - $32.6M
|
295K
$35.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
132KNew |
$13.6M - $14.6M
|
132K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.4K+ 28.05% |
$9.36M - $10.1M
|
417K
$49.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
66.1KNew |
$6.76M - $7.3M
|
66.1K
$7.87M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
65.7KNew |
$6.72M - $7.26M
|
65.7K
$7.82M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$5.92M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$5.92M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$1.4M - $1.51M
|
13.7K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.5K+ 795.83% |
$1.17M - $1.27M
|
12.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11KNew |
$1.12M - $1.21M
|
11K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.93K+ 5.57% |
$914K - $987K
|
169K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
8.83KNew |
$904K - $976K
|
8.83K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
7.96KNew |
$815K - $880K
|
7.96K
$948K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.39KNew |
$552K - $596K
|
5.39K
$642K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5.27KNew |
$539K - $582K
|
5.27K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.39K+ 32.44% |
$449K - $485K
|
17.9K
$2.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4.27KNew |
$437K - $471K
|
4.27K
$508K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.62KNew |
$370K - $400K
|
3.62K
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
3.44K+ 8.06% |
$352K - $380K
|
46.1K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.3K+ 61.53% |
$338K - $365K
|
8.66K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.04KNew |
$311K - $335K
|
3.04K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.74KNew |
$280K - $303K
|
2.74K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.49KNew |
$254K - $275K
|
2.49K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.23K+ 107.78% |
$228K - $247K
|
4.3K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.23KNew |
$228K - $246K
|
2.23K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2.2KNew |
$225K - $243K
|
2.2K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.15KNew |
$220K - $237K
|
2.15K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.06KNew |
$211K - $228K
|
2.06K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 6.64% |
$195K - $211K
|
30.6K
$3.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$193K - $208K
|
1.88K
$224K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 25.82% |
$166K - $179K
|
7.9K
$941K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.61KNew |
$165K - $178K
|
1.61K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.16KNew |
$119K - $128K
|
1.16K
$138K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.09K+ 31.41% |
$112K - $121K
|
4.57K
$545K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
574+ 27.04% |
$58.7K - $63.4K
|
2.7K
$321K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
517New |
$52.9K - $57.1K
|
517
$61.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
487+ 26.3% |
$49.8K - $53.8K
|
2.34K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
421+ 10.71% |
$43.1K - $46.5K
|
4.35K
$518K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
330New |
$33.8K - $36.5K
|
330
$39.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
297New |
$30.4K - $32.8K
|
297
$35.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
240+ 18.39% |
$24.6K - $26.5K
|
1.55K
$184K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
183+ 3.86% |
$18.7K - $20.2K
|
4.92K
$586K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
182+ 0.15% |
$18.6K - $20.1K
|
119K
$14.1M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
169+ 14.59% |
$17.3K - $18.7K
|
1.33K
$158K
|
|