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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
7.94K+ 8.2% |
$838K - $940K
|
105K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.93K+ 39.75% |
$837K - $938K
|
27.9K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.92K+ 172.93% |
$835K - $937K
|
12.5K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7.91KNew |
$835K - $936K
|
7.91K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
7.88K+ 6.26% |
$831K - $932K
|
134K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
7.82KNew |
$825K - $925K
|
7.82K
$989K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.57K+ 62.02% |
$799K - $896K
|
19.8K
$2.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.54K+ 138.79% |
$796K - $893K
|
13K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
7.52K+ 1.4% |
$794K - $890K
|
546K
$69M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7.51KNew |
$793K - $889K
|
7.51K
$950K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.49K+ 0.83% |
$790K - $886K
|
904K
$114M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.47K+ 134.82% |
$789K - $884K
|
13K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.46K+ 40.91% |
$787K - $882K
|
25.7K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.41K+ 60.02% |
$781K - $876K
|
19.7K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.39KNew |
$780K - $874K
|
7.39K
$935K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.36K+ 9.95% |
$777K - $871K
|
81.3K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7.36K+ 109.64% |
$776K - $871K
|
14.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.33K+ 3.76% |
$773K - $867K
|
202K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
7.28K+ 13.83% |
$768K - $861K
|
59.9K
$7.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.26K+ 3.6% |
$766K - $859K
|
209K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7.24K+ 4.42% |
$764K - $856K
|
171K
$21.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
7.22K+ 2.11% |
$762K - $854K
|
349K
$44.2M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.19K+ 2.75% |
$759K - $851K
|
269K
$34.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.17K+ 7.02% |
$757K - $849K
|
109K
$13.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.09K+ 1.46% |
$748K - $839K
|
493K
$62.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.08K+ 3.05% |
$747K - $838K
|
239K
$30.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7.04K+ 3.35% |
$742K - $833K
|
217K
$27.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.04K+ 9.57% |
$742K - $833K
|
80.5K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.9K+ 2.32% |
$728K - $817K
|
305K
$38.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.89K+ 2.91% |
$727K - $815K
|
244K
$30.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.82K+ 422.74% |
$720K - $807K
|
8.44K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.74K+ 279.25% |
$712K - $798K
|
9.16K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.7K+ 22.85% |
$707K - $793K
|
36K
$4.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
6.64K+ 16.47% |
$700K - $785K
|
46.9K
$5.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.63K+ 3.62% |
$699K - $784K
|
190K
$24M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.43K+ 4.47% |
$678K - $761K
|
150K
$19M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.43K+ 5.31% |
$678K - $760K
|
127K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 0.86% |
$668K - $749K
|
742K
$93.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.27K+ 2.69% |
$662K - $742K
|
240K
$30.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.22K+ 19.43% |
$657K - $737K
|
38.3K
$4.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.17K+ 3.38% |
$651K - $730K
|
189K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.16KNew |
$650K - $729K
|
6.16K
$780K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.16K+ 2.31% |
$650K - $728K
|
272K
$34.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
6.12K+ 2.06% |
$646K - $724K
|
304K
$38.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
6.1KNew |
$644K - $722K
|
6.1K
$772K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.1K+ 235.33% |
$644K - $722K
|
8.7K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
6.07K+ 2.32% |
$640K - $718K
|
268K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.03K+ 20.23% |
$636K - $713K
|
35.8K
$4.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.01K+ 5.5% |
$634K - $711K
|
115K
$14.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
6K+ 19.81% |
$633K - $710K
|
36.3K
$4.59M
|