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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.42KNew |
$732K - $818K
|
6.42K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.38KNew |
$726K - $812K
|
6.38K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.37K+ 1.94% |
$726K - $811K
|
334K
$35.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.36K+ 266.43% |
$724K - $810K
|
8.74K
$932K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.34KNew |
$722K - $807K
|
6.34K
$675K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.34K+ 25.96% |
$722K - $807K
|
30.7K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.34KNew |
$722K - $807K
|
6.34K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.26K+ 2.42% |
$713K - $797K
|
264K
$28.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.25K+ 2.78% |
$711K - $795K
|
231K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.21KNew |
$707K - $790K
|
6.21K
$661K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.2K+ 17.2% |
$706K - $789K
|
42.2K
$4.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.19K+ 4.04% |
$705K - $788K
|
159K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.17K+ 5.55% |
$703K - $786K
|
117K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.16K+ 2.81% |
$701K - $784K
|
225K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.01K+ 19.17% |
$684K - $765K
|
37.4K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6K+ 5.18% |
$683K - $764K
|
122K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6K+ 3.13% |
$683K - $764K
|
198K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
5.97K+ 17.13% |
$680K - $760K
|
40.8K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.96K+ 1.95% |
$679K - $759K
|
311K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.95K+ 10.9% |
$678K - $758K
|
60.5K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.93K+ 26.89% |
$676K - $756K
|
28K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.93K+ 8.22% |
$675K - $755K
|
78.1K
$8.32M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.85K+ 24.3% |
$667K - $746K
|
29.9K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.85K+ 3.07% |
$667K - $746K
|
197K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.79K+ 14.91% |
$660K - $738K
|
44.6K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.73K+ 15.99% |
$653K - $730K
|
41.6K
$4.43M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.72K+ 32.07% |
$651K - $728K
|
23.5K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.64K+ 3.38% |
$642K - $718K
|
172K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.63KNew |
$642K - $718K
|
5.63K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.6KNew |
$638K - $713K
|
5.6K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.58K+ 21.77% |
$635K - $710K
|
31.2K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
5.52K+ 177.66% |
$629K - $703K
|
8.63K
$919K
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
5.48K+ 3.06% |
$624K - $697K
|
184K
$19.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.46K+ 15.04% |
$622K - $695K
|
41.7K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.45K+ 15.24% |
$621K - $694K
|
41.2K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
5.44KNew |
$619K - $692K
|
5.44K
$579K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.43K+ 47.2% |
$619K - $692K
|
16.9K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.4K+ 1.02% |
$616K - $688K
|
537K
$57.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.39K+ 0.46% |
$614K - $687K
|
1.17M
$125M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.38KNew |
$613K - $685K
|
5.38K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.38K+ 0.31% |
$612K - $685K
|
1.72M
$184M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.35K+ 4.83% |
$609K - $681K
|
116K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$604K - $675K
|
5.3K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.25K+ 5.99% |
$598K - $668K
|
92.8K
$9.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.23KNew |
$596K - $666K
|
5.23K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.2KNew |
$593K - $663K
|
5.2K
$554K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.19K+ 56.68% |
$591K - $661K
|
14.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5.17K+ 41.83% |
$589K - $659K
|
17.5K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.14K+ 3.93% |
$585K - $654K
|
136K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.13KNew |
$584K - $653K
|
5.13K
$546K
|