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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205+ 31.35% |
$18.9K - $22.1K
|
859
$86.6K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
142New |
$13.1K - $15.3K
|
142
$14.3K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
100+ 3.7% |
$9.23K - $10.8K
|
2.8K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
76New |
$7.01K - $8.18K
|
76
$7.66K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$6K - $7K
|
2.42K
$244K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
55+ 2.12% |
$5.07K - $5.92K
|
2.65K
$267K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
45+ 0.73% |
$4.15K - $4.85K
|
6.19K
$624K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30New |
$2.77K - $3.23K
|
30
$3.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
26+ 16.99% |
$2.4K - $2.8K
|
179
$18.1K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.81% |
$1.94K - $2.26K
|
2.61K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9New |
$830 - $969
|
9
$908
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.09% |
$277 - $323
|
3.17K
$320K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.12% |
$277 - $323
|
2.6K
$262K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
155KNew |
$13.8M - $15.8M
|
155K
$15.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
42.3KNew |
$3.77M - $4.32M
|
42.3K
$4.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
39.2K+ 38.45% |
$3.49M - $4M
|
141K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27K+ 5.73% |
$2.41M - $2.76M
|
499K
$50.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$2.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
24.1KNew |
$2.15M - $2.46M
|
24.1K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
18.1K+ 27.02% |
$1.61M - $1.85M
|
85.1K
$8.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
17.3KNew |
$1.54M - $1.77M
|
17.3K
$1.74M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
9.28KNew |
$827K - $948K
|
9.28K
$936K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
9.18K+ 6200.0% |
$817K - $937K
|
9.32K
$940K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.52KNew |
$581K - $666K
|
6.52K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.94K+ 121.6% |
$530K - $607K
|
10.8K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.73K+ 10.29% |
$510K - $585K
|
61.4K
$6.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.81KNew |
$428K - $491K
|
4.81K
$485K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.51KNew |
$402K - $461K
|
4.51K
$455K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
$362K - $415K
|
4.07K
$410K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4KNew |
$356K - $409K
|
4K
$403K
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
4KNew |
$356K - $408K
|
4K
$403K
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3.53KNew |
$314K - $360K
|
3.53K
$356K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.24K+ 2.91% |
$288K - $330K
|
114K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
3.08K+ 49.69% |
$274K - $315K
|
9.28K
$936K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.83KNew |
$252K - $289K
|
2.83K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.77KNew |
$246K - $282K
|
2.77K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
2.3KNew |
$205K - $235K
|
2.3K
$232K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.29KNew |
$204K - $234K
|
2.29K
$231K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$198K - $227K
|
2.22K
$224K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.18KNew |
$194K - $222K
|
2.18K
$219K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
2.13KNew |
$190K - $218K
|
2.13K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2KNew |
$178K - $204K
|
2K
$202K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
1.9KNew |
$169K - $194K
|
1.9K
$192K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.11KNew |
$98.8K - $113K
|
1.11K
$112K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$98.2K - $113K
|
1.1K
$111K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$90.8K - $104K
|
1.02K
$103K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
906New |
$80.7K - $92.5K
|
906
$91.4K
|
|