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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 3.96% |
$5.4M - $6.04M
|
1.24M
$141M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 6.45% |
$1.4M - $1.56M
|
202K
$22.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
11.5K+ 16.78% |
$1.31M - $1.47M
|
80.3K
$9.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.22K+ 1.92% |
$1.05M - $1.17M
|
490K
$55.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 20.0% |
$834K - $933K
|
43.9K
$4.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6.83K+ 1.96% |
$778K - $869K
|
356K
$40.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.38KNew |
$613K - $685K
|
5.38K
$608K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.27K+ 2.14% |
$486K - $543K
|
203K
$23M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.48K+ 24.94% |
$396K - $443K
|
17.4K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.9K+ 2.36% |
$330K - $370K
|
126K
$14.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
2.71K+ 3.61% |
$309K - $346K
|
77.9K
$8.81M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 1.68% |
$283K - $316K
|
150K
$17M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.15K+ 14.28% |
$245K - $274K
|
17.2K
$1.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.15K+ 3.44% |
$245K - $273K
|
64.5K
$7.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$224K - $251K
|
1.97K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.85KNew |
$210K - $235K
|
1.85K
$209K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
1.65K+ 1.35% |
$188K - $211K
|
124K
$14M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.6K+ 3.17% |
$182K - $203K
|
52K
$5.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.58K+ 2.26% |
$179K - $201K
|
71.3K
$8.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
947+ 8.03% |
$108K - $121K
|
12.7K
$1.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
922+ 5.51% |
$105K - $117K
|
17.6K
$2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
683+ 71.89% |
$77.8K - $87K
|
1.63K
$185K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
674+ 14.6% |
$76.8K - $85.9K
|
5.29K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
545+ 13.74% |
$62.1K - $69.4K
|
4.51K
$510K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
336+ 11.46% |
$38.3K - $42.8K
|
3.27K
$370K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
302+ 1.63% |
$34.4K - $38.5K
|
18.8K
$2.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
284+ 0.52% |
$32.4K - $36.2K
|
54.7K
$6.19M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
230+ 8.87% |
$26.2K - $29.3K
|
2.82K
$319K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
227+ 10.23% |
$25.9K - $28.9K
|
2.45K
$277K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
139+ 0.21% |
$15.8K - $17.7K
|
66.8K
$7.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
88+ 2.42% |
$10K - $11.2K
|
3.73K
$421K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
86+ 0.88% |
$9.8K - $11K
|
9.87K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
75+ 1.52% |
$8.54K - $9.55K
|
5.02K
$568K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 0.07% |
$8.2K - $9.17K
|
106K
$12M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39+ 354.55% |
$4.44K - $4.97K
|
50
$5.65K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
22+ 0.29% |
$2.51K - $2.8K
|
7.55K
$853K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
16+ 0.05% |
$1.82K - $2.04K
|
33.9K
$3.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.98% |
$570 - $637
|
513
$58K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
12.4K
$1.4M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.44M+ 4.12% |
$152M - $170M
|
36.3M
$4.11B
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
936K+ 184.82% |
$98.7M - $111M
|
1.44M
$163M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
824K+ 15751.48% |
$86.9M - $97.5M
|
829K
$93.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
768K+ 9428.27% |
$81.1M - $90.9M
|
777K
$87.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
689K+ 5.18% |
$72.8M - $81.6M
|
14M
$1.58B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
656K+ 21.9% |
$69.2M - $77.6M
|
3.65M
$413M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
655K+ 3.82% |
$69.1M - $77.5M
|
17.8M
$2.01B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
591K+ 1.94% |
$62.4M - $70M
|
31M
$3.51B
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
456K+ 242.82% |
$48.2M - $54M
|
644K
$72.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
447K+ 2.45% |
$47.1M - $52.9M
|
18.7M
$2.11B
|
|