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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.28K+ 66.19% |
$241K - $270K
|
5.73K
$672K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.28K+ 6.39% |
$241K - $270K
|
38K
$4.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.28K+ 8.01% |
$241K - $270K
|
30.7K
$3.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.26KNew |
$238K - $267K
|
2.26K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.21K+ 1.64% |
$233K - $262K
|
137K
$16M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.13KNew |
$225K - $253K
|
2.13K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.04K+ 2.65% |
$215K - $241K
|
79.1K
$9.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.03KNew |
$214K - $240K
|
2.03K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.02K+ 69.3% |
$213K - $239K
|
4.94K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.01KNew |
$212K - $238K
|
2.01K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2KNew |
$211K - $236K
|
2K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.93KNew |
$204K - $229K
|
1.93K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93K+ 1.79% |
$204K - $229K
|
110K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.93KNew |
$204K - $228K
|
1.93K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 90.98% |
$202K - $227K
|
4.02K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 2.11% |
$201K - $226K
|
92.5K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.89K+ 3.02% |
$199K - $223K
|
64.3K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.87K+ 32.03% |
$197K - $221K
|
7.69K
$901K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.86KNew |
$197K - $220K
|
1.86K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.86K+ 4.15% |
$196K - $220K
|
46.6K
$5.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$215K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$194K - $217K
|
1.84K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$193K - $216K
|
1.83K
$214K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$191K - $215K
|
1.81K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.81KNew |
$191K - $214K
|
1.81K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.8K+ 85.17% |
$190K - $213K
|
3.92K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.78K+ 5.61% |
$188K - $210K
|
33.4K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.76KNew |
$186K - $208K
|
1.76K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.76KNew |
$185K - $208K
|
1.76K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.75K+ 3.96% |
$185K - $207K
|
46K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.74KNew |
$184K - $206K
|
1.74K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.72K+ 88.57% |
$182K - $204K
|
3.66K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.72KNew |
$181K - $203K
|
1.72K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 45.68% |
$180K - $202K
|
5.43K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.67K+ 45.45% |
$176K - $198K
|
5.34K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.67K+ 20.6% |
$176K - $197K
|
9.75K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.67K+ 176.75% |
$176K - $197K
|
2.61K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.57K+ 0.98% |
$165K - $185K
|
161K
$18.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.53K+ 3.16% |
$162K - $181K
|
50K
$5.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.52K+ 14.34% |
$160K - $180K
|
12.1K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.52K+ 3.42% |
$160K - $180K
|
45.9K
$5.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.49K+ 19.4% |
$157K - $176K
|
9.16K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.47K+ 2.99% |
$156K - $174K
|
50.8K
$5.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.45K+ 16.14% |
$153K - $171K
|
10.4K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.42K+ 4.36% |
$150K - $168K
|
34K
$3.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.39K+ 1.68% |
$147K - $164K
|
84.1K
$9.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.37K+ 45.43% |
$145K - $162K
|
4.39K
$514K
|