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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
16New |
$1.46K - $1.6K
|
16
$1.91K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.34K
$278K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.2MNew |
$1.4B - $1.63B
|
15.2M
$1.81B
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
127K+ 71.61% |
$11.7M - $13.7M
|
304K
$36.2M
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
110KNew |
$10.1M - $11.8M
|
110K
$13.1M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
93KNew |
$8.58M - $10M
|
93K
$11.1M
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
87.4K+ 61.28% |
$8.06M - $9.41M
|
230K
$27.4M
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
67.2KNew |
$6.2M - $7.23M
|
67.2K
$8M
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
22.6K+ 81.93% |
$2.08M - $2.43M
|
50.1K
$5.97M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.3KNew |
$1.78M - $2.08M
|
19.3K
$2.3M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
12.2K+ 45.08% |
$1.13M - $1.32M
|
39.3K
$4.68M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.58K+ 399.17% |
$884K - $1.03M
|
12K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.66KNew |
$615K - $717K
|
6.66K
$793K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.56K+ 101.71% |
$605K - $706K
|
13K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.62K+ 235.51% |
$519K - $606K
|
8.01K
$954K
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.54KNew |
$511K - $596K
|
5.54K
$660K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
4.23K+ 3.15% |
$390K - $455K
|
139K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.99KNew |
$368K - $430K
|
3.99K
$475K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.75K+ 3.9% |
$346K - $404K
|
100K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
3KNew |
$277K - $323K
|
3K
$357K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.84KNew |
$262K - $306K
|
2.84K
$338K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.32KNew |
$214K - $250K
|
2.32K
$276K
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.29KNew |
$211K - $246K
|
2.29K
$273K
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
2.27KNew |
$209K - $244K
|
2.27K
$270K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.89KNew |
$174K - $203K
|
1.89K
$225K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
761+ 6.84% |
$70.2K - $81.9K
|
11.9K
$1.42M
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
492+ 15.67% |
$45.4K - $53K
|
3.63K
$433K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
412+ 1.74% |
$38K - $44.4K
|
24.1K
$2.87M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
402+ 2.23% |
$37.1K - $43.3K
|
18.4K
$2.19M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
371New |
$34.2K - $39.9K
|
371
$44.2K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
208New |
$19.2K - $22.4K
|
208
$24.8K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205+ 31.35% |
$18.9K - $22.1K
|
859
$102K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
142New |
$13.1K - $15.3K
|
142
$16.9K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
100+ 3.7% |
$9.23K - $10.8K
|
2.8K
$334K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
76New |
$7.01K - $8.18K
|
76
$9.05K
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$6K - $7K
|
2.42K
$288K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
55+ 2.12% |
$5.07K - $5.92K
|
2.65K
$315K
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
45+ 0.73% |
$4.15K - $4.85K
|
6.19K
$737K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30New |
$2.77K - $3.23K
|
30
$3.57K
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
26+ 16.99% |
$2.4K - $2.8K
|
179
$21.3K
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.81% |
$1.94K - $2.26K
|
2.61K
$311K
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9New |
$830 - $969
|
9
$1.07K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.39M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.39M
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.12% |
$277 - $323
|
2.6K
$309K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
155KNew |
$13.8M - $15.8M
|
155K
$18.5M
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
42.3KNew |
$3.77M - $4.32M
|
42.3K
$5.04M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
39.2K+ 38.45% |
$3.49M - $4M
|
141K
$16.8M
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$2.88M
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$2.88M
|