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 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.37K+ 27.24% |
$270K - $301K
|
11.1K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.36K+ 1.99% |
$269K - $301K
|
121K
$12.9M
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.35KNew |
$268K - $300K
|
2.35K
$251K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.35KNew |
$268K - $299K
|
2.35K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.33KNew |
$266K - $297K
|
2.33K
$249K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.32K+ 25.71% |
$265K - $296K
|
11.4K
$1.21M
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$245K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
2.3K+ 82.14% |
$262K - $293K
|
5.1K
$543K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.3K+ 2017.54% |
$262K - $293K
|
2.41K
$257K
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.3K+ 2.84% |
$262K - $293K
|
83.3K
$8.87M
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$261K - $292K
|
2.3K
$245K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.29KNew |
$261K - $292K
|
2.29K
$244K
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.29K+ 11.72% |
$261K - $291K
|
21.8K
$2.32M
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 10.26% |
$261K - $291K
|
24.6K
$2.62M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
2.28K+ 49.12% |
$260K - $290K
|
6.92K
$738K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.26K+ 1.28% |
$258K - $288K
|
179K
$19M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.26K+ 12.95% |
$257K - $288K
|
19.7K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 1.18% |
$256K - $286K
|
192K
$20.5M
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.24K+ 1.84% |
$255K - $285K
|
124K
$13.2M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.24K+ 1.41% |
$255K - $285K
|
161K
$17.2M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 3.54% |
$255K - $285K
|
65.4K
$6.97M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.23KNew |
$254K - $285K
|
2.23K
$238K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.23K+ 13.13% |
$254K - $284K
|
19.2K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.22KNew |
$253K - $283K
|
2.22K
$236K
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.2KNew |
$251K - $281K
|
2.2K
$235K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.2KNew |
$250K - $280K
|
2.2K
$234K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.17KNew |
$247K - $277K
|
2.17K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.17K+ 108.56% |
$247K - $276K
|
4.17K
$444K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.16KNew |
$246K - $275K
|
2.16K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.16K+ 4.53% |
$245K - $275K
|
49.8K
$5.3M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.15K+ 5.21% |
$245K - $274K
|
43.5K
$4.64M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.15K+ 6.32% |
$245K - $274K
|
36.2K
$3.85M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.15K+ 14.28% |
$245K - $274K
|
17.2K
$1.83M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.15K+ 3.44% |
$245K - $273K
|
64.5K
$6.88M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.15K+ 49.22% |
$244K - $273K
|
6.5K
$693K
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.13KNew |
$243K - $272K
|
2.13K
$227K
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.13K+ 5.43% |
$243K - $272K
|
41.4K
$4.41M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 1.23% |
$242K - $271K
|
176K
$18.7M
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.11K+ 0.69% |
$241K - $269K
|
309K
$32.9M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.11K+ 11.78% |
$240K - $269K
|
20K
$2.13M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.11KNew |
$240K - $268K
|
2.11K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.1KNew |
$239K - $267K
|
2.1K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.09K+ 21.46% |
$238K - $266K
|
11.8K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.09K+ 2.51% |
$238K - $266K
|
85.5K
$9.11M
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.07K+ 15.16% |
$236K - $264K
|
15.7K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.07K+ 9.88% |
$236K - $264K
|
23K
$2.45M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.07K+ 2.74% |
$236K - $264K
|
77.6K
$8.27M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.06K+ 1.12% |
$235K - $263K
|
187K
$19.9M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.06K+ 9.27% |
$235K - $262K
|
24.3K
$2.59M
|