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 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.36K+ 58.62% |
$144K - $161K
|
3.69K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.35K+ 1.8% |
$143K - $160K
|
76.7K
$8.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 4.32% |
$139K - $156K
|
31.8K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.31K+ 5.39% |
$138K - $155K
|
25.6K
$3M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.31K+ 138.27% |
$138K - $155K
|
2.25K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.27K+ 4.72% |
$134K - $150K
|
28.1K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.21K+ 0.31% |
$128K - $143K
|
394K
$46.1M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.2K+ 0.66% |
$126K - $142K
|
181K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.14K+ 1.04% |
$120K - $135K
|
110K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.09KNew |
$115K - $129K
|
1.09K
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 6.58% |
$115K - $129K
|
17.6K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.05K+ 19.26% |
$111K - $124K
|
6.51K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.05K+ 33.73% |
$111K - $124K
|
4.16K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1K+ 5.45% |
$106K - $119K
|
19.4K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
986+ 1.5% |
$104K - $117K
|
66.5K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
882+ 5.44% |
$93.1K - $104K
|
17.1K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
845+ 5.38% |
$89.2K - $100K
|
16.5K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
829New |
$87.5K - $98.1K
|
829
$97.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
822+ 24.91% |
$86.7K - $97.3K
|
4.12K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
809+ 2.17% |
$85.4K - $95.7K
|
38.1K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
771+ 49.71% |
$81.4K - $91.2K
|
2.32K
$272K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
750+ 6.1% |
$79.1K - $88.8K
|
13.1K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
710New |
$74.9K - $84K
|
710
$83.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
710+ 2.05% |
$74.9K - $84K
|
35.4K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
677+ 5641.67% |
$71.4K - $80.1K
|
689
$80.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
670+ 0.91% |
$70.7K - $79.3K
|
74.7K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
662+ 120.36% |
$69.9K - $78.3K
|
1.21K
$142K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
659+ 2.34% |
$69.5K - $78K
|
28.9K
$3.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
647New |
$68.3K - $76.6K
|
647
$75.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
645+ 0.32% |
$68.1K - $76.3K
|
201K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
588+ 14.55% |
$62.1K - $69.6K
|
4.63K
$542K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
575+ 1.88% |
$60.7K - $68K
|
31.1K
$3.64M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
550+ 1.07% |
$58K - $65.1K
|
51.7K
$6.06M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
532+ 0.22% |
$56.1K - $63K
|
238K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
532+ 25.0% |
$56.1K - $63K
|
2.66K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
529+ 9.8% |
$55.8K - $62.6K
|
5.93K
$694K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
498+ 1.11% |
$52.6K - $58.9K
|
45.5K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
475New |
$50.1K - $56.2K
|
475
$55.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
432+ 49.88% |
$45.6K - $51.1K
|
1.3K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
423+ 1.89% |
$44.6K - $50.1K
|
22.8K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
419+ 18.05% |
$44.2K - $49.6K
|
2.74K
$321K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
412+ 1.96% |
$43.5K - $48.8K
|
21.4K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
408+ 0.44% |
$43.1K - $48.3K
|
94K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
405+ 0.62% |
$42.7K - $47.9K
|
65.7K
$7.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
402+ 1.31% |
$42.4K - $47.6K
|
31.2K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
395+ 17.53% |
$41.7K - $46.7K
|
2.65K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
372+ 9.86% |
$39.3K - $44K
|
4.14K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
359+ 1.55% |
$37.9K - $42.5K
|
23.5K
$2.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
357+ 285.6% |
$37.7K - $42.2K
|
482
$56.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
355+ 5.84% |
$37.5K - $42K
|
6.43K
$753K
|