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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.64KNew |
$167K - $181K
|
1.64K
$192K
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.53KNew |
$156K - $170K
|
1.53K
$179K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.46K+ 6.99% |
$149K - $162K
|
22.3K
$2.61M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.34KNew |
$137K - $148K
|
1.34K
$157K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 40.01% |
$123K - $133K
|
4.2K
$492K
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.15KNew |
$118K - $128K
|
1.15K
$135K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
905+ 690.84% |
$92.4K - $100K
|
1.04K
$121K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
831New |
$84.9K - $92.1K
|
831
$97.4K
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
826New |
$84.4K - $91.6K
|
826
$96.8K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
800New |
$81.7K - $88.7K
|
800
$93.7K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
713+ 78.78% |
$72.8K - $79.1K
|
1.62K
$190K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
669+ 0.86% |
$68.3K - $74.2K
|
78.1K
$9.16M
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
637+ 2.27% |
$65.1K - $70.6K
|
28.7K
$3.37M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
513New |
$52.4K - $56.9K
|
513
$60.1K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
500New |
$51.1K - $55.4K
|
500
$58.6K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
500+ 6.58% |
$51.1K - $55.4K
|
8.1K
$949K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
495New |
$50.6K - $54.9K
|
495
$58K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
472New |
$48.2K - $52.3K
|
472
$55.3K
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
370+ 17.86% |
$37.8K - $41K
|
2.44K
$286K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
314+ 20.74% |
$32.1K - $34.8K
|
1.83K
$214K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
314+ 30.05% |
$32.1K - $34.8K
|
1.36K
$159K
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
280New |
$28.6K - $31K
|
280
$32.8K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
274+ 1.1% |
$28K - $30.4K
|
25.2K
$2.96M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
251+ 1.43% |
$25.6K - $27.8K
|
17.9K
$2.09M
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
241New |
$24.6K - $26.7K
|
241
$28.2K
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
235+ 1.43% |
$24K - $26.1K
|
16.7K
$1.95M
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
214+ 5.78% |
$21.9K - $23.7K
|
3.92K
$459K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
210New |
$21.4K - $23.3K
|
210
$24.6K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
187New |
$19.1K - $20.7K
|
187
$21.9K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
166+ 3.81% |
$17K - $18.4K
|
4.52K
$530K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
155New |
$15.8K - $17.2K
|
155
$18.2K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
148New |
$15.1K - $16.4K
|
148
$17.3K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
105+ 4.91% |
$10.7K - $11.6K
|
2.25K
$263K
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 0.61% |
$8.68K - $9.42K
|
14.1K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
55+ 177.42% |
$5.62K - $6.1K
|
86
$10.1K
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 1.91% |
$5.11K - $5.54K
|
2.66K
$312K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 10.77% |
$4.7K - $5.1K
|
473
$55.4K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 3.56% |
$4.7K - $5.1K
|
1.34K
$157K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
45+ 2.17% |
$4.6K - $4.99K
|
2.12K
$248K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.21% |
$4.6K - $4.99K
|
1.11K
$130K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 35.83% |
$4.39K - $4.77K
|
163
$19.1K
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.3% |
$4.29K - $4.66K
|
3.27K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$3.87K
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
27+ 0.4% |
$2.76K - $2.99K
|
6.7K
$785K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 51.92% |
$2.76K - $2.99K
|
79
$9.25K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.3% |
$2.35K - $2.55K
|
338
$39.6K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9New |
$919 - $998
|
9
$1.05K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 4.08% |
$817 - $887
|
204
$23.9K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$715 - $776
|
7
$820
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 14.29% |
$613 - $665
|
48
$5.62K
|