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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.76K+ 22.4% |
$417K - $524K
|
26K
$2.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 64.65% |
$326K - $410K
|
9.49K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.36K+ 26.22% |
$295K - $370K
|
16.2K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.92K+ 2.96% |
$255K - $321K
|
102K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.76KNew |
$242K - $304K
|
2.76K
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
2.51KNew |
$219K - $276K
|
2.51K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.4KNew |
$210K - $264K
|
2.4K
$266K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.3K+ 13.99% |
$201K - $253K
|
18.7K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.21KNew |
$194K - $243K
|
2.21K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.15KNew |
$188K - $237K
|
2.15K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$233K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
2.07KNew |
$182K - $228K
|
2.07K
$230K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.01KNew |
$176K - $222K
|
2.01K
$223K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.99KNew |
$174K - $219K
|
1.99K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.93KNew |
$169K - $212K
|
1.93K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.9KNew |
$166K - $209K
|
1.9K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 47400.0% |
$166K - $209K
|
1.9K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$209K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
780New |
$68.3K - $85.9K
|
780
$86.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
600New |
$52.6K - $66.1K
|
600
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
590New |
$51.7K - $65K
|
590
$65.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
515+ 15.56% |
$45.1K - $56.7K
|
3.82K
$424K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
502New |
$44K - $55.3K
|
502
$55.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
474New |
$41.5K - $52.2K
|
474
$52.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
452New |
$39.6K - $49.8K
|
452
$50.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
442+ 6.16% |
$38.7K - $48.7K
|
7.62K
$846K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
417+ 1544.44% |
$36.5K - $45.9K
|
444
$49.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
337New |
$29.5K - $37.1K
|
337
$37.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
307New |
$26.9K - $33.8K
|
307
$34.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
275+ 2.66% |
$24.1K - $30.3K
|
10.6K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
260New |
$22.8K - $28.6K
|
260
$28.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
239New |
$20.9K - $26.3K
|
239
$26.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
210+ 1.83% |
$18.4K - $23.1K
|
11.7K
$1.3M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
187+ 4.27% |
$16.4K - $20.6K
|
4.57K
$507K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
143New |
$12.5K - $15.7K
|
143
$15.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
114+ 4.92% |
$9.99K - $12.6K
|
2.43K
$270K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
103+ 4.82% |
$9.02K - $11.3K
|
2.24K
$248K
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
100+ 3.75% |
$8.76K - $11K
|
2.77K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
75New |
$6.57K - $8.26K
|
75
$8.32K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
63New |
$5.52K - $6.94K
|
63
$6.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
60+ 1.93% |
$5.26K - $6.61K
|
3.17K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
57+ 1.9% |
$4.99K - $6.28K
|
3.06K
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
42+ 1.68% |
$3.68K - $4.62K
|
2.55K
$282K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
30+ 1.0% |
$2.63K - $3.3K
|
3.04K
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21New |
$1.84K - $2.31K
|
21
$2.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.7% |
$1.58K - $1.98K
|
2.6K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
12+ 0.38% |
$1.05K - $1.32K
|
3.16K
$350K
|