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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.7K+ 4.78% |
$2.42M - $2.84M
|
519K
$57.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
23.5K+ 38.27% |
$2.41M - $2.82M
|
84.9K
$9.42M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
23.2KNew |
$2.38M - $2.78M
|
23.2K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
22.9KNew |
$2.35M - $2.75M
|
22.9K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
22.2K+ 2.87% |
$2.28M - $2.66M
|
797K
$88.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.2K+ 7.42% |
$2.27M - $2.66M
|
321K
$35.6M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
22K+ 7.13% |
$2.26M - $2.64M
|
331K
$36.8M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
22K+ 6.19% |
$2.25M - $2.64M
|
377K
$41.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.8K+ 206.44% |
$2.24M - $2.62M
|
32.4K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21.5K+ 108.56% |
$2.2M - $2.58M
|
41.3K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21.1K+ 54.19% |
$2.16M - $2.53M
|
60K
$6.66M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
20.8K+ 50.43% |
$2.13M - $2.49M
|
61.9K
$6.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
20.7K+ 14.25% |
$2.13M - $2.49M
|
166K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
20.7K+ 18.16% |
$2.13M - $2.49M
|
135K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20.6K+ 16.09% |
$2.11M - $2.47M
|
149K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20.5K+ 3.83% |
$2.1M - $2.46M
|
557K
$61.8M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
20.2KNew |
$2.07M - $2.43M
|
20.2K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
20.1K+ 5.75% |
$2.06M - $2.41M
|
369K
$41M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
19.8K+ 2.93% |
$2.03M - $2.37M
|
695K
$77.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19.8K+ 19.79% |
$2.03M - $2.37M
|
120K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.4K+ 24.92% |
$1.99M - $2.33M
|
97.2K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19K+ 12.88% |
$1.95M - $2.28M
|
167K
$18.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18.9K+ 2.84% |
$1.94M - $2.27M
|
684K
$75.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.7K+ 4.8% |
$1.91M - $2.24M
|
407K
$45.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.4KNew |
$1.89M - $2.21M
|
18.4K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.2K+ 3.39% |
$1.86M - $2.18M
|
555K
$61.6M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18.1K+ 6.42% |
$1.85M - $2.17M
|
299K
$33.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.7K+ 8.76% |
$1.82M - $2.13M
|
220K
$24.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.7K+ 57.96% |
$1.81M - $2.12M
|
48.2K
$5.35M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.5K+ 84.87% |
$1.8M - $2.1M
|
38.2K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
17.5K+ 1.24% |
$1.8M - $2.1M
|
1.43M
$159M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17.4K+ 4.01% |
$1.78M - $2.08M
|
450K
$50M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17.2K+ 14.86% |
$1.77M - $2.07M
|
133K
$14.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
16.9K+ 22.87% |
$1.73M - $2.02M
|
90.6K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$1.73M - $2.02M
|
16.9K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
15.9K+ 2.11% |
$1.63M - $1.91M
|
769K
$85.3M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
15.8KNew |
$1.62M - $1.9M
|
15.8K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 1.73% |
$1.61M - $1.89M
|
924K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
15.7K+ 24.61% |
$1.61M - $1.89M
|
79.6K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.7K+ 724.65% |
$1.61M - $1.88M
|
17.8K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.5K+ 18.41% |
$1.58M - $1.85M
|
99.4K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 2.16% |
$1.57M - $1.83M
|
721K
$80M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
15.2K+ 22.35% |
$1.56M - $1.82M
|
83.2K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
15KNew |
$1.54M - $1.8M
|
15K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.8K+ 49.14% |
$1.52M - $1.78M
|
45K
$4.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 14.96% |
$1.49M - $1.75M
|
112K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.5K+ 7.68% |
$1.49M - $1.74M
|
203K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 19.06% |
$1.48M - $1.74M
|
90.4K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14.1K+ 7.9% |
$1.44M - $1.69M
|
193K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14K+ 7.1% |
$1.44M - $1.68M
|
212K
$23.5M
|