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 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
660+ 12.3% |
$75.2K - $84.1K
|
6.03K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.3% |
$75.2K - $84.1K
|
217K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
659+ 0.44% |
$75.1K - $83.9K
|
149K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
656+ 3.06% |
$74.7K - $83.6K
|
22.1K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
650+ 6.91% |
$74K - $82.8K
|
10.1K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
648+ 1.78% |
$73.8K - $82.5K
|
37.1K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
637+ 1.32% |
$72.6K - $81.1K
|
48.8K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
636+ 1.17% |
$72.5K - $81K
|
54.8K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
628New |
$71.5K - $80K
|
628
$66.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
626+ 1.25% |
$71.3K - $79.7K
|
50.8K
$5.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
625+ 2.0% |
$71.2K - $79.6K
|
31.8K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
621+ 9.28% |
$70.7K - $79.1K
|
7.31K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
621+ 21.2% |
$70.7K - $79.1K
|
3.55K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
612+ 1.89% |
$69.7K - $78K
|
33.1K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608New |
$69.3K - $77.4K
|
608
$64.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
608+ 13.57% |
$69.3K - $77.4K
|
5.09K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
601+ 5.36% |
$68.5K - $76.6K
|
11.8K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
601+ 9.34% |
$68.5K - $76.6K
|
7.04K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
596+ 1.03% |
$67.9K - $75.9K
|
58.3K
$6.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
596New |
$67.9K - $75.9K
|
596
$63.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
590+ 29.46% |
$67.2K - $75.2K
|
2.59K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
590+ 0.86% |
$67.2K - $75.2K
|
69.3K
$7.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
587+ 0.7% |
$66.9K - $74.8K
|
84.2K
$8.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
583+ 1.19% |
$66.4K - $74.3K
|
49.5K
$5.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
582+ 3.93% |
$66.3K - $74.1K
|
15.4K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
576+ 1.62% |
$65.6K - $73.4K
|
36.1K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
574+ 13.8% |
$65.4K - $73.1K
|
4.73K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
570+ 12.89% |
$64.9K - $72.6K
|
4.99K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
569+ 13.12% |
$64.8K - $72.5K
|
4.91K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
568+ 6.92% |
$64.7K - $72.4K
|
8.77K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
564New |
$64.3K - $71.8K
|
564
$60.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
559+ 19.15% |
$63.7K - $71.2K
|
3.48K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
547+ 4.9% |
$62.3K - $69.7K
|
11.7K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
545+ 13.74% |
$62.1K - $69.4K
|
4.51K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
531+ 0.64% |
$60.5K - $67.6K
|
83.1K
$8.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
527+ 12.01% |
$60K - $67.1K
|
4.92K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 2.13% |
$59.7K - $66.7K
|
25.1K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
519+ 20.2% |
$59.1K - $66.1K
|
3.09K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
516+ 5.8% |
$58.8K - $65.7K
|
9.41K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
515+ 5.05% |
$58.7K - $65.6K
|
10.7K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
514+ 4.49% |
$58.6K - $65.5K
|
12K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
509+ 0.49% |
$58K - $64.8K
|
104K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 4.76% |
$57.3K - $64.1K
|
11.1K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
503+ 25.55% |
$57.3K - $64.1K
|
2.47K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$57K - $63.7K
|
500
$53.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 4.59% |
$57K - $63.7K
|
11.4K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
496+ 4.09% |
$56.5K - $63.2K
|
12.6K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
496+ 2.55% |
$56.5K - $63.2K
|
19.9K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
492+ 1.96% |
$56K - $62.7K
|
25.6K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$2M
|