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 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5.81K+ 17.18% |
$613K - $687K
|
39.6K
$4.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.8K+ 2.97% |
$612K - $686K
|
201K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.78K+ 1.14% |
$609K - $683K
|
514K
$62M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
5.76K+ 2.18% |
$608K - $682K
|
270K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.74KNew |
$606K - $680K
|
5.74K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
5.74K+ 5.82% |
$606K - $680K
|
104K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.67K+ 5.17% |
$599K - $671K
|
115K
$13.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.65K+ 4.83% |
$596K - $668K
|
123K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.64K+ 4.08% |
$595K - $667K
|
144K
$17.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.62K+ 4.85% |
$593K - $665K
|
122K
$14.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.62K+ 4.73% |
$593K - $665K
|
124K
$15M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 1.9% |
$590K - $662K
|
300K
$36.3M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
5.59K+ 0.46% |
$590K - $662K
|
1.23M
$149M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.59K+ 115.14% |
$590K - $662K
|
10.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.55K+ 20.71% |
$586K - $657K
|
32.3K
$3.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.5K+ 1.32% |
$580K - $651K
|
423K
$51.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.47K+ 4.71% |
$577K - $647K
|
122K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.45K+ 3.28% |
$575K - $645K
|
172K
$20.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.4K+ 115.83% |
$570K - $639K
|
10.1K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.36K+ 7.93% |
$566K - $635K
|
73K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.36K+ 87.46% |
$565K - $634K
|
11.5K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
5.32K+ 14.09% |
$561K - $630K
|
43.1K
$5.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.31K+ 2.88% |
$560K - $628K
|
190K
$22.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.24K+ 10.99% |
$552K - $620K
|
52.9K
$6.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.12K+ 13.64% |
$540K - $605K
|
42.6K
$5.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.08KNew |
$536K - $601K
|
5.08K
$614K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.06K+ 26.23% |
$534K - $599K
|
24.4K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 3.45% |
$533K - $598K
|
151K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
5.04K+ 2.84% |
$532K - $597K
|
183K
$22M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 28.08% |
$532K - $597K
|
23K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.03K+ 4.23% |
$530K - $595K
|
124K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.02K+ 40.34% |
$530K - $594K
|
17.5K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.99K+ 4.89% |
$527K - $591K
|
107K
$12.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.97K+ 4.48% |
$524K - $588K
|
116K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.92K+ 1.6% |
$519K - $582K
|
312K
$37.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.89K+ 9.83% |
$516K - $578K
|
54.6K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.8K+ 9.74% |
$506K - $567K
|
54K
$6.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.78K+ 2.23% |
$505K - $566K
|
219K
$26.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.78K+ 2.46% |
$504K - $565K
|
199K
$24M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.77K+ 2.56% |
$503K - $565K
|
191K
$23M
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
4.77K+ 3.05% |
$503K - $564K
|
161K
$19.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 6.67% |
$501K - $562K
|
75.9K
$9.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.67K+ 9.3% |
$493K - $552K
|
54.9K
$6.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.64KNew |
$489K - $549K
|
4.64K
$560K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.62K+ 5.03% |
$488K - $547K
|
96.5K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 0.89% |
$487K - $546K
|
521K
$63M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.6K+ 32.91% |
$485K - $544K
|
18.6K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.57K+ 25.32% |
$482K - $540K
|
22.6K
$2.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.55K+ 23.78% |
$480K - $538K
|
23.7K
$2.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.55K+ 3.15% |
$480K - $538K
|
149K
$18M
|