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 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
905+ 690.84% |
$92.4K - $100K
|
1.04K
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
831New |
$84.9K - $92.1K
|
831
$92.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
826New |
$84.4K - $91.6K
|
826
$91.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
713+ 78.78% |
$72.8K - $79.1K
|
1.62K
$180K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
669+ 0.86% |
$68.3K - $74.2K
|
78.1K
$8.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
513New |
$52.4K - $56.9K
|
513
$56.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
495New |
$50.6K - $54.9K
|
495
$54.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
472New |
$48.2K - $52.3K
|
472
$52.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
314+ 30.05% |
$32.1K - $34.8K
|
1.36K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
280New |
$28.6K - $31K
|
280
$31.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
274+ 1.1% |
$28K - $30.4K
|
25.2K
$2.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
251+ 1.43% |
$25.6K - $27.8K
|
17.9K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
241New |
$24.6K - $26.7K
|
241
$26.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
214+ 5.78% |
$21.9K - $23.7K
|
3.92K
$435K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
187New |
$19.1K - $20.7K
|
187
$20.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
166+ 3.81% |
$17K - $18.4K
|
4.52K
$502K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
105+ 4.91% |
$10.7K - $11.6K
|
2.25K
$249K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 0.61% |
$8.68K - $9.42K
|
14.1K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
55+ 177.42% |
$5.62K - $6.1K
|
86
$9.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 1.91% |
$5.11K - $5.54K
|
2.66K
$296K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
45+ 2.17% |
$4.6K - $4.99K
|
2.12K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$3.66K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 51.92% |
$2.76K - $2.99K
|
79
$8.77K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.3% |
$2.35K - $2.55K
|
338
$37.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9New |
$919 - $998
|
9
$999
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 4.08% |
$817 - $887
|
204
$22.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$715 - $776
|
7
$777
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 14.29% |
$613 - $665
|
48
$5.33K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
295KNew |
$30.2M - $32.6M
|
295K
$32.8M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
132KNew |
$13.6M - $14.6M
|
132K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.4K+ 28.05% |
$9.36M - $10.1M
|
417K
$46.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
66.1KNew |
$6.76M - $7.3M
|
66.1K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
65.7KNew |
$6.72M - $7.26M
|
65.7K
$7.29M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$5.51M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$1.4M - $1.51M
|
13.7K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.5K+ 795.83% |
$1.17M - $1.27M
|
12.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11KNew |
$1.12M - $1.21M
|
11K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.93K+ 5.57% |
$914K - $987K
|
169K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
8.83KNew |
$904K - $976K
|
8.83K
$980K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
7.96KNew |
$815K - $880K
|
7.96K
$883K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.39KNew |
$552K - $596K
|
5.39K
$598K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5.27KNew |
$539K - $582K
|
5.27K
$584K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.39K+ 32.44% |
$449K - $485K
|
17.9K
$1.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4.27KNew |
$437K - $471K
|
4.27K
$473K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.62KNew |
$370K - $400K
|
3.62K
$402K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
3.44K+ 8.06% |
$352K - $380K
|
46.1K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.3K+ 61.53% |
$338K - $365K
|
8.66K
$961K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.04KNew |
$311K - $335K
|
3.04K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.74KNew |
$280K - $303K
|
2.74K
$304K
|
|