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 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.16KNew |
$123K - $135K
|
1.16K
$147K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
109New |
$11.6K - $12.7K
|
109
$13.8K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
500New |
$45.5K - $57.5K
|
500
$63.3K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
290New |
$26.4K - $33.4K
|
290
$36.7K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.78KNew |
$198K - $257K
|
2.78K
$352K
|
|
|
Jan 28, 2021
Q4 2020
|
Terril Brothers, Inc.
|
BUY
|
- |
2.44KNew |
$174K - $226K
|
2.44K
$309K
|
|
|
Jan 19, 2021
Q4 2020
|
Cohen Klingenstein LLC
|
BUY
|
- |
2.4KNew |
$171K - $222K
|
2.4K
$304K
|
|
|
Feb 12, 2021
Q4 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
PUT |
200New |
$14.2K - $18.5K
|
200
$25.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
8New |
$570 - $739
|
8
$1.01K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
40.6KNew |
$2.67M - $3.09M
|
40.6K
$5.14M
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
8.3KNew |
$545K - $630K
|
8.3K
$1.05M
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
4.2KNew |
$276K - $319K
|
4.2K
$531K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.11KNew |
$311K - $461K
|
6.11K
$773K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.73K+ 1.97% |
$88.3K - $131K
|
89.8K
$11.4M
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1KNew |
$51K - $75.6K
|
1K
$127K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
39New |
$1.99K - $2.95K
|
39
$4.93K
|
|
| Q1 2020 | |||||||
|
Jul 16, 2020
Q1 2020
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.55K+ 92.45% |
$273K - $475K
|
11.6K
$1.46M
|
|
|
May 05, 2020
Q1 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3.18K+ 122.35% |
$156K - $272K
|
5.78K
$731K
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.3K+ 50.0% |
$63.8K - $111K
|
3.9K
$493K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
21.6KNew |
$1.58M - $1.76M
|
21.6K
$2.73M
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
121KNew |
$8.28M - $9.83M
|
121K
$15.3M
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.43KNew |
$234K - $278K
|
3.43K
$433K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
54.1KNew |
$3.53M - $4.65M
|
54.1K
$6.85M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
130New |
$11K - $11.7K
|
130
$16.4K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.38KNew |
$321K - $352K
|
4.38K
$554K
|
|
| Q3 2017 | |||||||
|
Oct 18, 2017
Q3 2017
|
Peoples Financial Services Corp.
|
BUY
|
- |
250New |
$18.1K - $18.6K
|
250
$31.6K
|
|