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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.6K+ 9.12% |
$881K - $1.03M
|
103K
$11.4M
|
|
Apr 16, 2025
Q1 2025
|
Polianta LTD
|
BUY
|
- |
8.6K+ 14.08% |
$881K - $1.03M
|
69.7K
$7.73M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.5K+ 7.83% |
$871K - $1.02M
|
117K
$13M
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.44KNew |
$865K - $1.01M
|
8.44K
$936K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
8.38K+ 20.53% |
$859K - $1.01M
|
49.2K
$5.46M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8.34K+ 6.31% |
$855K - $1M
|
141K
$15.6M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.22K+ 30.06% |
$843K - $986K
|
35.6K
$3.95M
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
8.09K+ 1.66% |
$829K - $970K
|
496K
$55M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.07K+ 9.81% |
$827K - $968K
|
90.3K
$10M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.03K+ 80.74% |
$822K - $963K
|
18K
$1.99M
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8K+ 6.61% |
$820K - $960K
|
129K
$14.3M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.99K+ 5.4% |
$819K - $959K
|
156K
$17.3M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.98K+ 63.88% |
$817K - $957K
|
20.5K
$2.27M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.9K+ 5.15% |
$810K - $948K
|
161K
$17.9M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.89K+ 3.29% |
$808K - $946K
|
247K
$27.4M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.87K+ 4.05% |
$807K - $944K
|
202K
$22.5M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.74K+ 37.63% |
$794K - $929K
|
28.3K
$3.14M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.74K+ 2.79% |
$793K - $928K
|
285K
$31.6M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.68K+ 8.14% |
$787K - $921K
|
102K
$11.3M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.65K+ 10.73% |
$784K - $917K
|
78.9K
$8.76M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7.6K+ 11.17% |
$778K - $911K
|
75.6K
$8.39M
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
7.58KNew |
$777K - $910K
|
7.58K
$841K
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
7.57K+ 15.59% |
$776K - $908K
|
56.1K
$6.23M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.47K+ 383.68% |
$766K - $897K
|
9.42K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.33K+ 3.31% |
$751K - $879K
|
229K
$25.4M
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
7.32K+ 1.88% |
$750K - $878K
|
395K
$43.9M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.24K+ 3.77% |
$742K - $868K
|
199K
$22.1M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.18K+ 21.05% |
$735K - $861K
|
41.3K
$4.58M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.13K+ 26.72% |
$731K - $855K
|
33.8K
$3.75M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 2.71% |
$730K - $854K
|
270K
$30M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.04K+ 148.3% |
$722K - $845K
|
11.8K
$1.31M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.96KNew |
$713K - $835K
|
6.96K
$772K
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
6.94KNew |
$712K - $833K
|
6.94K
$771K
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.8K+ 4.26% |
$697K - $816K
|
166K
$18.5M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.77K+ 14.24% |
$694K - $812K
|
54.3K
$6.02M
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.75K+ 14.82% |
$692K - $810K
|
52.3K
$5.81M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.75K+ 1.3% |
$691K - $809K
|
524K
$58.1M
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
6.74K+ 3.65% |
$691K - $809K
|
191K
$21.2M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.73K+ 4.95% |
$690K - $807K
|
143K
$15.8M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.69K+ 4.05% |
$686K - $802K
|
172K
$19.1M
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
6.69K+ 4.88% |
$685K - $802K
|
144K
$16M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.68K+ 3.74% |
$685K - $801K
|
185K
$20.6M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6.63K+ 1.94% |
$680K - $795K
|
348K
$38.6M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 11.94% |
$674K - $788K
|
61.6K
$6.84M
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$728K
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$728K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.47K+ 2.68% |
$663K - $776K
|
248K
$27.5M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 15.3% |
$662K - $775K
|
48.7K
$5.4M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.37K+ 257.77% |
$653K - $764K
|
8.84K
$981K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.34K+ 11.7% |
$650K - $761K
|
60.5K
$6.72M
|