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 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
445New |
$41.3K - $46.8K
|
445
$53K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
396+ 12.73% |
$36.8K - $41.6K
|
3.51K
$418K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
238+ 4.25% |
$22.1K - $25K
|
5.84K
$696K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
117New |
$10.9K - $12.3K
|
117
$13.9K
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.27% |
$9.48K - $10.7K
|
38.2K
$4.55M
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
84+ 0.33% |
$7.8K - $8.83K
|
25.6K
$3.05M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.32K - $2.63K
|
25
$2.98K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$2.14K
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.42% |
$1.49K - $1.68K
|
3.81K
$454K
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.16% |
$1.39K - $1.58K
|
9.13K
$1.09M
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.19K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.19K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$836 - $946
|
9
$1.07K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
149K+ 107.19% |
$13.6M - $14.8M
|
288K
$34.3M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
131KNew |
$11.9M - $13.1M
|
131K
$15.6M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
25.5KNew |
$2.32M - $2.55M
|
25.5K
$3.04M
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.6KNew |
$2.24M - $2.45M
|
24.6K
$2.93M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.6K+ 2.01% |
$1.97M - $2.16M
|
1.1M
$131M
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$1.82M - $2M
|
20K
$2.38M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.4KNew |
$1.59M - $1.74M
|
17.4K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15.6KNew |
$1.42M - $1.56M
|
15.6K
$1.86M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.69K+ 5.39% |
$792K - $867K
|
170K
$20.2M
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.1KNew |
$465K - $509K
|
5.1K
$608K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.87KNew |
$353K - $387K
|
3.87K
$462K
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
2.96KNew |
$270K - $295K
|
2.96K
$353K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.81KNew |
$256K - $280K
|
2.81K
$334K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.73K+ 0.43% |
$248K - $272K
|
638K
$76M
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$246K - $270K
|
2.7K
$322K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.69K+ 2.21% |
$245K - $268K
|
125K
$14.8M
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.63K+ 100.08% |
$240K - $263K
|
5.27K
$627K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.41KNew |
$220K - $241K
|
2.41K
$287K
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
2.32KNew |
$212K - $232K
|
2.32K
$277K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.01KNew |
$183K - $201K
|
2.01K
$240K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.39K+ 0.97% |
$127K - $139K
|
145K
$17.3M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$123K - $135K
|
1.35K
$161K
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.2KNew |
$109K - $120K
|
1.2K
$143K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.02K+ 32.17% |
$92.5K - $101K
|
4.17K
$497K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
873+ 53.26% |
$79.6K - $87.1K
|
2.51K
$299K
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254+ 29.2% |
$23.1K - $25.4K
|
1.12K
$134K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
195New |
$17.8K - $19.5K
|
195
$23.2K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
167+ 1.75% |
$15.2K - $16.7K
|
9.73K
$1.16M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 14.47% |
$15K - $16.5K
|
1.31K
$155K
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
152+ 6.82% |
$13.9K - $15.2K
|
2.38K
$284K
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 5.26% |
$13.7K - $15K
|
3K
$357K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
141+ 4.66% |
$12.9K - $14.1K
|
3.17K
$377K
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
128+ 4.0% |
$11.7K - $12.8K
|
3.33K
$397K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
113+ 104.63% |
$10.3K - $11.3K
|
221
$26.3K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
84+ 0.72% |
$7.66K - $8.38K
|
11.8K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
71New |
$6.47K - $7.09K
|
71
$8.46K
|