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 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 0.89% |
$487K - $546K
|
521K
$66M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.6K+ 32.91% |
$485K - $544K
|
18.6K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
4.57K+ 25.32% |
$482K - $540K
|
22.6K
$2.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.55K+ 23.78% |
$480K - $538K
|
23.7K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.55K+ 3.15% |
$480K - $538K
|
149K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.54K+ 2.14% |
$479K - $537K
|
216K
$27.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$475K - $533K
|
4.5K
$569K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.48K+ 2.77% |
$473K - $530K
|
166K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.42K+ 10.63% |
$467K - $524K
|
46K
$5.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
4.42K+ 10.66% |
$466K - $523K
|
45.8K
$5.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.39K+ 5.02% |
$463K - $519K
|
91.8K
$11.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.38KNew |
$462K - $518K
|
4.38K
$554K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
BUY
|
- |
4.38K+ 3.54% |
$462K - $518K
|
128K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.37K+ 15.88% |
$461K - $517K
|
31.9K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.36KNew |
$460K - $516K
|
4.36K
$551K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$457K - $512K
|
4.33K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.29K+ 6.32% |
$453K - $508K
|
72.2K
$9.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.27K+ 10.07% |
$450K - $505K
|
46.6K
$5.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.26K+ 3.01% |
$450K - $505K
|
146K
$18.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.26K+ 3.76% |
$450K - $504K
|
118K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.25K+ 179.73% |
$448K - $503K
|
6.61K
$836K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.19K+ 13.74% |
$442K - $495K
|
34.6K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.17K+ 6.26% |
$440K - $493K
|
70.7K
$8.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.14K+ 66.81% |
$437K - $490K
|
10.3K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.08K+ 5.2% |
$431K - $483K
|
82.5K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.07K+ 58.1% |
$430K - $482K
|
11.1K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.05K+ 2.03% |
$428K - $480K
|
204K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.04K+ 11.15% |
$427K - $478K
|
40.3K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.02K+ 120.64% |
$424K - $476K
|
7.36K
$931K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.02K+ 3.37% |
$424K - $476K
|
123K
$15.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.98K+ 2.45% |
$420K - $471K
|
167K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.97K+ 3.25% |
$419K - $470K
|
126K
$16M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$419K - $469K
|
3.97K
$502K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.9K+ 8.08% |
$412K - $462K
|
52.2K
$6.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.89K+ 1.07% |
$411K - $461K
|
366K
$46.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 1.27% |
$411K - $460K
|
310K
$39.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.86KNew |
$407K - $457K
|
3.86K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.85K+ 2.63% |
$407K - $456K
|
150K
$19M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.84K+ 9.39% |
$406K - $455K
|
44.8K
$5.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.79K+ 9.15% |
$399K - $448K
|
45.1K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.77K+ 4.71% |
$398K - $447K
|
84K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.77K+ 3.57% |
$397K - $446K
|
109K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.76K+ 4.87% |
$396K - $445K
|
81K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.76K+ 2.25% |
$396K - $444K
|
171K
$21.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.75K+ 41.4% |
$396K - $444K
|
12.8K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.66K+ 7.17% |
$386K - $433K
|
54.7K
$6.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.64K+ 2.21% |
$384K - $431K
|
168K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.63KNew |
$383K - $430K
|
3.63K
$460K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
3.62K+ 1.32% |
$382K - $429K
|
279K
$35.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.61K+ 9.49% |
$381K - $428K
|
41.7K
$5.27M
|