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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 1.47% |
$1.41M - $1.65M
|
949K
$105M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
13.7K+ 20.0% |
$1.4M - $1.64M
|
82.2K
$9.12M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.6K+ 189.34% |
$1.4M - $1.64M
|
20.8K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.5K+ 4.1% |
$1.38M - $1.62M
|
343K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.1K+ 2.97% |
$1.35M - $1.57M
|
454K
$50.4M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
13K+ 23.36% |
$1.33M - $1.56M
|
68.8K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13K+ 7.5% |
$1.33M - $1.56M
|
186K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
13KNew |
$1.33M - $1.56M
|
13K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.9KNew |
$1.32M - $1.55M
|
12.9K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.8K+ 1.96% |
$1.31M - $1.54M
|
667K
$74M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.7K+ 10.39% |
$1.3M - $1.52M
|
135K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12.6K+ 2.34% |
$1.29M - $1.51M
|
550K
$61M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
12.5K+ 14.91% |
$1.28M - $1.5M
|
96.4K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3K+ 2.72% |
$1.26M - $1.47M
|
463K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
12K+ 19.67% |
$1.23M - $1.44M
|
73K
$8.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
11.7K+ 1.87% |
$1.2M - $1.4M
|
637K
$70.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
11.5K+ 470.05% |
$1.18M - $1.38M
|
13.9K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
11.4K+ 6.37% |
$1.16M - $1.36M
|
189K
$21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11.2K+ 10.87% |
$1.15M - $1.34M
|
114K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11.1K+ 5.42% |
$1.14M - $1.33M
|
216K
$23.9M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11K+ 318.95% |
$1.13M - $1.32M
|
14.5K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8K+ 46.6% |
$1.11M - $1.3M
|
34.1K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.7K+ 0.73% |
$1.09M - $1.28M
|
1.47M
$163M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
10.6KNew |
$1.09M - $1.27M
|
10.6K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 17.8% |
$1.08M - $1.27M
|
70K
$7.76M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
10.4K+ 65.86% |
$1.07M - $1.25M
|
26.2K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 11.59% |
$1.04M - $1.21M
|
97.4K
$10.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
10K+ 25.13% |
$1.02M - $1.2M
|
49.8K
$5.52M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.97KNew |
$1.02M - $1.2M
|
9.97K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.94K+ 82.25% |
$1.02M - $1.19M
|
22K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.72KNew |
$996K - $1.17M
|
9.72K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.66K+ 6.75% |
$990K - $1.16M
|
153K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9.39K+ 522.14% |
$962K - $1.13M
|
11.2K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
9.38K+ 26.16% |
$962K - $1.13M
|
45.3K
$5.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.33K+ 417.5% |
$956K - $1.12M
|
11.6K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
9.3K+ 7.1% |
$954K - $1.12M
|
140K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.25K+ 5.36% |
$948K - $1.11M
|
182K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.21K+ 46.71% |
$944K - $1.1M
|
28.9K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.12KNew |
$935K - $1.09M
|
9.12K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.09K+ 18.12% |
$932K - $1.09M
|
59.3K
$6.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.03K+ 13.64% |
$926K - $1.08M
|
75.2K
$8.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
9.01K+ 5.99% |
$924K - $1.08M
|
159K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.95K+ 2.62% |
$917K - $1.07M
|
350K
$38.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.95K+ 14.81% |
$917K - $1.07M
|
69.3K
$7.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.95K+ 91.79% |
$917K - $1.07M
|
18.7K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.89K+ 16.96% |
$911K - $1.07M
|
61.3K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.79K+ 13.82% |
$901K - $1.05M
|
72.4K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8.77K+ 115.74% |
$898K - $1.05M
|
16.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.67K+ 59.66% |
$888K - $1.04M
|
23.2K
$2.57M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.63K+ 17.45% |
$884K - $1.03M
|
58K
$6.44M
|