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 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 1.23% |
$242K - $271K
|
176K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.11K+ 0.69% |
$241K - $269K
|
309K
$36.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.11K+ 11.78% |
$240K - $269K
|
20K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.09K+ 2.51% |
$238K - $266K
|
85.5K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.07K+ 15.16% |
$236K - $264K
|
15.7K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.07K+ 9.88% |
$236K - $264K
|
23K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.07K+ 2.74% |
$236K - $264K
|
77.6K
$9.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.06K+ 1.12% |
$235K - $263K
|
187K
$21.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.06K+ 9.27% |
$235K - $262K
|
24.3K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2K+ 55.11% |
$228K - $255K
|
5.64K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
2K+ 94.12% |
$228K - $255K
|
4.13K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2K+ 3.01% |
$228K - $255K
|
68.3K
$8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2K+ 16.65% |
$227K - $254K
|
14K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2KNew |
$227K - $254K
|
2K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.98K+ 4.02% |
$225K - $252K
|
51.2K
$5.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.97K+ 4.23% |
$225K - $251K
|
48.6K
$5.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.97KNew |
$224K - $251K
|
1.97K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.95KNew |
$222K - $248K
|
1.95K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
1.94K+ 7.31% |
$221K - $247K
|
28.5K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.94KNew |
$221K - $247K
|
1.94K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.94K+ 9.87% |
$221K - $247K
|
21.6K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.92K+ 61.25% |
$219K - $245K
|
5.07K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 18.21% |
$218K - $244K
|
12.5K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.92KNew |
$218K - $244K
|
1.92K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.92K+ 4.74% |
$218K - $244K
|
42.3K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.89K+ 0.5% |
$215K - $241K
|
379K
$44.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.89K+ 0.79% |
$215K - $241K
|
240K
$28.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.89K+ 1.61% |
$215K - $240K
|
119K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.88KNew |
$214K - $240K
|
1.88K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.87K+ 0.59% |
$213K - $238K
|
318K
$37.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.87KNew |
$212K - $238K
|
1.87K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 64.74% |
$210K - $235K
|
4.7K
$550K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.85KNew |
$210K - $235K
|
1.85K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.84K+ 0.91% |
$209K - $234K
|
204K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.83KNew |
$209K - $233K
|
1.83K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$207K - $232K
|
1.82K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.8KNew |
$205K - $229K
|
1.8K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.8K+ 3.67% |
$205K - $229K
|
50.8K
$5.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.79K+ 0.81% |
$204K - $228K
|
223K
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.78K+ 28.44% |
$203K - $226K
|
8.03K
$940K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.77KNew |
$202K - $226K
|
1.77K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.77K+ 12.29% |
$202K - $226K
|
16.2K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.77K+ 0.36% |
$201K - $225K
|
495K
$58M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.77KNew |
$201K - $225K
|
1.77K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.76K+ 0.68% |
$200K - $224K
|
260K
$30.4M
|