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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.45K+ 2.65% |
$166K - $185K
|
56.3K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 6.03% |
$163K - $182K
|
25.1K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.4K+ 0.99% |
$160K - $179K
|
144K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.4KNew |
$160K - $179K
|
1.4K
$150K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.4K+ 6.45% |
$159K - $178K
|
23.1K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.4K+ 5.17% |
$159K - $178K
|
28.4K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.39K+ 1.82% |
$158K - $177K
|
77.9K
$8.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.39KNew |
$158K - $177K
|
1.39K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.38K+ 8.98% |
$157K - $175K
|
16.7K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.21% |
$155K - $174K
|
63K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.36K+ 1.51% |
$155K - $173K
|
91.5K
$9.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.35K+ 21.78% |
$153K - $172K
|
7.53K
$803K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.33K+ 0.78% |
$152K - $170K
|
172K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.32K+ 1.66% |
$150K - $168K
|
80.4K
$8.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 15.37% |
$148K - $165K
|
9.73K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.29K+ 4.88% |
$147K - $165K
|
27.8K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.29K+ 0.59% |
$147K - $164K
|
221K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.29K+ 6.66% |
$147K - $164K
|
20.7K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.29K+ 42.96% |
$146K - $164K
|
4.28K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.27K+ 1.63% |
$145K - $162K
|
79.5K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.27K+ 22.14% |
$145K - $162K
|
7K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.26K+ 1.01% |
$144K - $160K
|
125K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.26K+ 7.36% |
$144K - $160K
|
18.4K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.26K+ 172.05% |
$143K - $160K
|
1.99K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.26K+ 1.09% |
$143K - $160K
|
117K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.25K+ 12.15% |
$142K - $159K
|
11.5K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.24K+ 4.69% |
$142K - $158K
|
27.7K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.23K+ 0.65% |
$140K - $156K
|
189K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.77% |
$138K - $154K
|
69.6K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.2K+ 22.76% |
$137K - $153K
|
6.48K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.03% |
$136K - $152K
|
117K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.19K+ 2.62% |
$136K - $152K
|
46.7K
$4.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.19K+ 1.1% |
$135K - $151K
|
109K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.17K+ 1.88% |
$133K - $149K
|
63.1K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.16K+ 168.21% |
$133K - $148K
|
1.86K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.16K+ 3.38% |
$132K - $148K
|
35.5K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.13K+ 27.23% |
$129K - $144K
|
5.29K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.13K+ 2.45% |
$129K - $144K
|
47.4K
$5.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 6.76% |
$128K - $143K
|
17.8K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.12K+ 49.23% |
$127K - $142K
|
3.38K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.1K+ 114.91% |
$126K - $140K
|
2.06K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 41.54% |
$125K - $140K
|
3.75K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.09K+ 3.79% |
$125K - $139K
|
29.9K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.09K+ 8.04% |
$124K - $139K
|
14.6K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.08K+ 6.13% |
$123K - $137K
|
18.7K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.07K+ 0.75% |
$121K - $136K
|
143K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
1.05K+ 0.96% |
$120K - $134K
|
110K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.05K+ 0.62% |
$120K - $134K
|
169K
$18M
|