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, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
349+ 7.35% |
$31.1K - $38K
|
5.1K
$597K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
265+ 0.61% |
$23.6K - $28.9K
|
43.8K
$5.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
223New |
$19.9K - $24.3K
|
223
$26.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
196+ 0.44% |
$17.4K - $21.4K
|
44.5K
$5.22M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
140+ 264.15% |
$12.5K - $15.3K
|
193
$22.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
132New |
$11.8K - $14.4K
|
132
$15.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
77+ 1.1% |
$6.86K - $8.39K
|
7.07K
$828K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
65New |
$5.79K - $7.09K
|
65
$7.61K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
28+ 0.25% |
$2.49K - $3.05K
|
11.3K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
24+ 0.1% |
$2.14K - $2.62K
|
24K
$2.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
11+ 0.15% |
$979 - $1.2K
|
7.25K
$849K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
9+ 0.06% |
$801 - $981
|
14.5K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
9+ 1.61% |
$801 - $981
|
567
$66.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.97% |
$712 - $872
|
837
$98.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$445 - $545
|
2.78K
$326K
|
|
|
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
$6.83M
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
10.6KNew |
$1.08M - $1.24M
|
10.6K
$1.24M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
87New |
$8.9K - $10.2K
|
87
$10.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 2.78% |
$102 - $117
|
37
$4.33K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
47.2KNew |
$5.11M - $5.68M
|
47.2K
$5.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
38.4KNew |
$4.16M - $4.62M
|
38.4K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$650K - $722K
|
6K
$703K
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.81KNew |
$629K - $699K
|
5.81K
$680K
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
5KNew |
$541K - $602K
|
5K
$586K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.48KNew |
$377K - $419K
|
3.48K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.33KNew |
$252K - $280K
|
2.33K
$273K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.4KNew |
$152K - $168K
|
1.4K
$164K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
975New |
$106K - $117K
|
975
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
18New |
$1.95K - $2.17K
|
18
$2.11K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
249KNew |
$26M - $28.3M
|
249K
$29.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.72KNew |
$494K - $537K
|
4.72K
$553K
|
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
2.4KNew |
$251K - $273K
|
2.4K
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
919New |
$96.1K - $104K
|
919
$108K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
40.3KNew |
$4.28M - $4.68M
|
40.3K
$4.72M
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.16KNew |
$123K - $135K
|
1.16K
$136K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
109New |
$11.6K - $12.7K
|
109
$12.8K
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
500New |
$45.5K - $57.5K
|
500
$58.6K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
290New |
$26.4K - $33.4K
|
290
$34K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.78KNew |
$198K - $257K
|
2.78K
$326K
|
|
|
Jan 19, 2021
Q4 2020
|
Cohen Klingenstein LLC
|
BUY
|
- |
2.4KNew |
$171K - $222K
|
2.4K
$281K
|
|
|
Feb 12, 2021
Q4 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
PUT |
200New |
$14.2K - $18.5K
|
200
$23.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
8New |
$570 - $739
|
8
$937
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
40.6KNew |
$2.67M - $3.09M
|
40.6K
$4.76M
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
8.3KNew |
$545K - $630K
|
8.3K
$972K
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
4.2KNew |
$276K - $319K
|
4.2K
$492K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.11KNew |
$311K - $461K
|
6.11K
$716K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.73K+ 1.97% |
$88.3K - $131K
|
89.8K
$10.5M
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1KNew |
$51K - $75.6K
|
1K
$117K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
39New |
$1.99K - $2.95K
|
39
$4.57K
|
|