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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.69K+ 9.22% |
$435K - $493K
|
55.5K
$5.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.6KNew |
$428K - $484K
|
4.6K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.83KNew |
$356K - $403K
|
3.83K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.58KNew |
$332K - $376K
|
3.58K
$361K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.07K+ 2.04% |
$285K - $323K
|
153K
$15.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.74KNew |
$255K - $288K
|
2.74K
$276K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.3KNew |
$214K - $242K
|
2.3K
$232K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.24KNew |
$208K - $236K
|
2.24K
$226K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.19KNew |
$203K - $230K
|
2.19K
$221K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.13KNew |
$198K - $224K
|
2.13K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$186K - $210K
|
2K
$202K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.55K+ 27.03% |
$144K - $162K
|
7.26K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
1.5K+ 42.86% |
$139K - $158K
|
5K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.28K+ 46.3% |
$119K - $135K
|
4.05K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 11.56% |
$109K - $123K
|
11.3K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
770+ 0.96% |
$71.5K - $81K
|
81.3K
$8.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
496New |
$46.1K - $52.2K
|
496
$50K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
445New |
$41.3K - $46.8K
|
445
$44.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
396+ 12.73% |
$36.8K - $41.6K
|
3.51K
$354K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
238+ 4.25% |
$22.1K - $25K
|
5.84K
$589K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
117New |
$10.9K - $12.3K
|
117
$11.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.27% |
$9.48K - $10.7K
|
38.2K
$3.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
84+ 0.33% |
$7.8K - $8.83K
|
25.6K
$2.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.32K - $2.63K
|
25
$2.52K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$1.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.42% |
$1.49K - $1.68K
|
3.81K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.16% |
$1.39K - $1.58K
|
9.13K
$920K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.24% |
$929 - $1.05K
|
4.25K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.01K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$836 - $946
|
9
$908
|
|
|
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
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
131KNew |
$11.9M - $13.1M
|
131K
$13.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
25.5KNew |
$2.32M - $2.55M
|
25.5K
$2.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.6KNew |
$2.24M - $2.45M
|
24.6K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.6K+ 2.01% |
$1.97M - $2.16M
|
1.1M
$111M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$1.82M - $2M
|
20K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.4KNew |
$1.59M - $1.74M
|
17.4K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15.6KNew |
$1.42M - $1.56M
|
15.6K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.69K+ 5.39% |
$792K - $867K
|
170K
$17.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.1KNew |
$465K - $509K
|
5.1K
$515K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.87KNew |
$353K - $387K
|
3.87K
$391K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
2.96KNew |
$270K - $295K
|
2.96K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.81KNew |
$256K - $280K
|
2.81K
$283K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.73K+ 0.43% |
$248K - $272K
|
638K
$64.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$246K - $270K
|
2.7K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.69K+ 2.21% |
$245K - $268K
|
125K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.63K+ 100.08% |
$240K - $263K
|
5.27K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.41KNew |
$220K - $241K
|
2.41K
$243K
|
|