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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
48.6K+ 6.19% |
$4.98M - $5.83M
|
834K
$92.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
47.5KNew |
$4.87M - $5.7M
|
47.5K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47K+ 237.92% |
$4.81M - $5.64M
|
66.7K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
46K+ 77.32% |
$4.71M - $5.51M
|
105K
$11.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
45.6K+ 16.1% |
$4.67M - $5.47M
|
329K
$36.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45.1KNew |
$4.63M - $5.41M
|
45.1K
$5.01M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
44.9K+ 83.98% |
$4.61M - $5.39M
|
98.5K
$10.9M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
44.6KNew |
$4.57M - $5.34M
|
44.6K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
43.7KNew |
$4.48M - $5.24M
|
43.7K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
42.9K+ 25.77% |
$4.4M - $5.15M
|
209K
$23.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41.7K+ 59.45% |
$4.28M - $5M
|
112K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.7K+ 1.7% |
$4.27M - $5M
|
2.49M
$276M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.6K+ 8.96% |
$4.16M - $4.87M
|
493K
$54.7M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
40.6KNew |
$4.16M - $4.87M
|
40.6K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.8K+ 9.41% |
$4.07M - $4.77M
|
462K
$51.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.6K+ 10.01% |
$4.06M - $4.75M
|
435K
$48.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38K+ 33.99% |
$3.89M - $4.55M
|
150K
$16.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 7.36% |
$3.74M - $4.37M
|
532K
$59M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.4K+ 5.97% |
$3.74M - $4.37M
|
647K
$71.8M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
36.1K+ 6.77% |
$3.7M - $4.33M
|
570K
$63.2M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
35.8K+ 11.68% |
$3.67M - $4.29M
|
342K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.6KNew |
$3.65M - $4.27M
|
35.6K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35K+ 72.82% |
$3.59M - $4.2M
|
83.2K
$9.23M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
34.8K+ 28.43% |
$3.57M - $4.18M
|
157K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 31.76% |
$3.48M - $4.07M
|
141K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
33.3K+ 27.61% |
$3.42M - $4M
|
154K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
33.3K+ 18.35% |
$3.41M - $3.99M
|
215K
$23.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 4.55% |
$3.39M - $3.97M
|
760K
$84.3M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
32.7K+ 57.09% |
$3.35M - $3.93M
|
90.1K
$9.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
31.2K+ 20.16% |
$3.19M - $3.74M
|
186K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.4K+ 7.46% |
$3.11M - $3.64M
|
438K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
30K+ 5.1% |
$3.07M - $3.6M
|
618K
$68.6M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$3.07M - $3.6M
|
30K
$3.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
29.8K+ 9.59% |
$3.06M - $3.58M
|
341K
$37.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.5K+ 38.85% |
$3.03M - $3.54M
|
106K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29K+ 8.92% |
$2.98M - $3.48M
|
354K
$39.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 108.64% |
$2.96M - $3.46M
|
55.5K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28.8K+ 9.75% |
$2.95M - $3.46M
|
325K
$36M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.4KNew |
$2.91M - $3.41M
|
28.4K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
27.8K+ 40.14% |
$2.85M - $3.33M
|
97.1K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.3K+ 1.13% |
$2.79M - $3.27M
|
2.44M
$271M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
26.8KNew |
$2.75M - $3.22M
|
26.8K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 32.45% |
$2.73M - $3.2M
|
109K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
26.2K+ 32.68% |
$2.69M - $3.15M
|
107K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25.4K+ 6.61% |
$2.6M - $3.04M
|
409K
$45.4M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
25.1K+ 5.69% |
$2.58M - $3.02M
|
467K
$51.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25.1K+ 29.65% |
$2.57M - $3.01M
|
110K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
25.1K+ 160.85% |
$2.57M - $3.01M
|
40.6K
$4.51M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
24.6K+ 7.98% |
$2.52M - $2.95M
|
333K
$37M
|