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 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.58KNew |
$586K - $717K
|
6.58K
$795K
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
4.42KNew |
$393K - $482K
|
4.42K
$534K
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3KNew |
$267K - $327K
|
3K
$362K
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.57KNew |
$229K - $280K
|
2.57K
$310K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$221K - $270K
|
2.48K
$300K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.15KNew |
$192K - $235K
|
2.15K
$260K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.44K+ 1.33% |
$128K - $156K
|
109K
$13.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.27KNew |
$113K - $138K
|
1.27K
$153K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
683New |
$60.8K - $74.5K
|
683
$82.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
679+ 2.0% |
$60.5K - $74K
|
34.7K
$4.19M
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
413+ 0.85% |
$36.8K - $45K
|
49K
$5.92M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
359New |
$32K - $39.1K
|
359
$43.4K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
349+ 7.35% |
$31.1K - $38K
|
5.1K
$615K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
265+ 0.61% |
$23.6K - $28.9K
|
43.8K
$5.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
223New |
$19.9K - $24.3K
|
223
$26.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
196+ 0.44% |
$17.4K - $21.4K
|
44.5K
$5.38M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
140+ 264.15% |
$12.5K - $15.3K
|
193
$23.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
132New |
$11.8K - $14.4K
|
132
$15.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
77+ 1.1% |
$6.86K - $8.39K
|
7.07K
$854K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
65New |
$5.79K - $7.09K
|
65
$7.85K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
28+ 0.25% |
$2.49K - $3.05K
|
11.3K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
24+ 0.1% |
$2.14K - $2.62K
|
24K
$2.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
11+ 0.15% |
$979 - $1.2K
|
7.25K
$875K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
9+ 0.06% |
$801 - $981
|
14.5K
$1.75M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
9+ 1.61% |
$801 - $981
|
567
$68.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.97% |
$712 - $872
|
837
$101K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$445 - $545
|
2.78K
$336K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
58.3KNew |
$5.97M - $6.81M
|
58.3K
$7.04M
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
10.6KNew |
$1.08M - $1.24M
|
10.6K
$1.28M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
87New |
$8.9K - $10.2K
|
87
$10.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 2.78% |
$102 - $117
|
37
$4.47K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
47.2KNew |
$5.11M - $5.68M
|
47.2K
$5.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
38.4KNew |
$4.16M - $4.62M
|
38.4K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$650K - $722K
|
6K
$725K
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.81KNew |
$629K - $699K
|
5.81K
$701K
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
5KNew |
$541K - $602K
|
5K
$604K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.48KNew |
$377K - $419K
|
3.48K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.33KNew |
$252K - $280K
|
2.33K
$281K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.4KNew |
$152K - $168K
|
1.4K
$169K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
975New |
$106K - $117K
|
975
$118K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
92New |
$9.96K - $11.1K
|
92
$11.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
18New |
$1.95K - $2.17K
|
18
$2.17K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
249KNew |
$26M - $28.3M
|
249K
$30M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.72KNew |
$494K - $537K
|
4.72K
$570K
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
2.4KNew |
$251K - $273K
|
2.4K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
919New |
$96.1K - $104K
|
919
$111K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
40.3KNew |
$4.28M - $4.68M
|
40.3K
$4.86M
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.16KNew |
$123K - $135K
|
1.16K
$140K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
109New |
$11.6K - $12.7K
|
109
$13.2K
|
|