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 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.3KNew |
$374K - $458K
|
4.3K
$503K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$362K - $443K
|
4.16K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.78KNew |
$329K - $403K
|
3.78K
$443K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.54KNew |
$308K - $377K
|
3.54K
$414K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.21KNew |
$280K - $342K
|
3.21K
$376K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.97K+ 16.6% |
$258K - $316K
|
20.8K
$2.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.48KNew |
$216K - $264K
|
2.48K
$290K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$212K - $259K
|
2.44K
$285K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.43KNew |
$211K - $258K
|
2.43K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.42K+ 16.39% |
$211K - $258K
|
17.2K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.36KNew |
$205K - $251K
|
2.36K
$276K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.3KNew |
$200K - $245K
|
2.3K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 32.25% |
$197K - $241K
|
9.27K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.92KNew |
$167K - $204K
|
1.92K
$225K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
855+ 3.29% |
$74.4K - $91.1K
|
26.8K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
755+ 22.93% |
$65.7K - $80.4K
|
4.05K
$474K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
600New |
$52.2K - $63.9K
|
600
$70.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
545+ 4.89% |
$47.4K - $58K
|
11.7K
$1.37M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
454+ 504.44% |
$39.5K - $48.4K
|
544
$63.7K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
329+ 0.52% |
$28.6K - $35K
|
63.8K
$7.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
221+ 24.5% |
$19.2K - $23.5K
|
1.12K
$132K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
197+ 3.66% |
$17.1K - $21K
|
5.58K
$653K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
161+ 1.05% |
$14K - $17.1K
|
15.5K
$1.82M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
130New |
$11.3K - $13.8K
|
130
$15.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
112New |
$9.75K - $11.9K
|
112
$13.1K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
100New |
$8.7K - $10.7K
|
100
$11.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
27+ 29.35% |
$2.35K - $2.88K
|
119
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$1.48K - $1.81K
|
17
$1.99K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3New |
$261 - $320
|
3
$351
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.04% |
$87 - $107
|
2.74K
$321K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
487KNew |
$43.3M - $53.1M
|
487K
$57M
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
181K+ 4.99% |
$16.1M - $19.7M
|
3.8M
$446M
|
|
|
Aug 11, 2022
Q2 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
172KNew |
$15.3M - $18.8M
|
172K
$20.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
159K+ 418.13% |
$14.1M - $17.3M
|
197K
$23.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
117KNew |
$10.4M - $12.7M
|
117K
$13.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
11.8KNew |
$1.05M - $1.29M
|
11.8K
$1.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
9.28K+ 37.92% |
$826K - $1.01M
|
33.8K
$3.95M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
9KNew |
$801K - $981K
|
9K
$1.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.19KNew |
$640K - $784K
|
7.19K
$843K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.58KNew |
$586K - $717K
|
6.58K
$771K
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
4.42KNew |
$393K - $482K
|
4.42K
$518K
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3KNew |
$267K - $327K
|
3K
$351K
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.57KNew |
$229K - $280K
|
2.57K
$301K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$221K - $270K
|
2.48K
$291K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.15KNew |
$192K - $235K
|
2.15K
$252K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.27KNew |
$113K - $138K
|
1.27K
$149K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
683New |
$60.8K - $74.5K
|
683
$80K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
679+ 2.0% |
$60.5K - $74K
|
34.7K
$4.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
413+ 0.85% |
$36.8K - $45K
|
49K
$5.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
359New |
$32K - $39.1K
|
359
$42.1K
|
|