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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.72K+ 88.57% |
$182K - $204K
|
3.66K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.72KNew |
$181K - $203K
|
1.72K
$183K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 45.68% |
$180K - $202K
|
5.43K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.67K+ 176.75% |
$176K - $197K
|
2.61K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.52K+ 14.34% |
$160K - $180K
|
12.1K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.52K+ 3.42% |
$160K - $180K
|
45.9K
$4.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.47K+ 2.99% |
$156K - $174K
|
50.8K
$5.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.36K+ 58.62% |
$144K - $161K
|
3.69K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.27K+ 4.72% |
$134K - $150K
|
28.1K
$2.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.21K+ 0.31% |
$128K - $143K
|
394K
$41.9M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
1.2K+ 0.66% |
$126K - $142K
|
181K
$19.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.14K+ 1.04% |
$120K - $135K
|
110K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.09KNew |
$115K - $129K
|
1.09K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 6.58% |
$115K - $129K
|
17.6K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.05K+ 19.26% |
$111K - $124K
|
6.51K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
986+ 1.5% |
$104K - $117K
|
66.5K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
829New |
$87.5K - $98.1K
|
829
$88.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
771+ 49.71% |
$81.4K - $91.2K
|
2.32K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
710New |
$74.9K - $84K
|
710
$75.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
710+ 2.05% |
$74.9K - $84K
|
35.4K
$3.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
647New |
$68.3K - $76.6K
|
647
$68.9K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
554+ 2.23% |
$58.5K - $65.6K
|
25.4K
$2.71M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
532+ 0.22% |
$56.1K - $63K
|
238K
$25.3M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
529+ 9.8% |
$55.8K - $62.6K
|
5.93K
$631K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
498+ 1.11% |
$52.6K - $58.9K
|
45.5K
$4.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
475New |
$50.1K - $56.2K
|
475
$50.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
432+ 49.88% |
$45.6K - $51.1K
|
1.3K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
423+ 1.89% |
$44.6K - $50.1K
|
22.8K
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
419+ 18.05% |
$44.2K - $49.6K
|
2.74K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
408+ 0.44% |
$43.1K - $48.3K
|
94K
$10M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
402+ 1.31% |
$42.4K - $47.6K
|
31.2K
$3.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
357+ 285.6% |
$37.7K - $42.2K
|
482
$51.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
354+ 13.11% |
$37.4K - $41.9K
|
3.06K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
330+ 16.53% |
$34.8K - $39.1K
|
2.33K
$248K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
303+ 8.06% |
$32K - $35.9K
|
4.06K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
254+ 40.0% |
$26.8K - $30.1K
|
889
$94.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
232+ 3.42% |
$24.5K - $27.5K
|
7.02K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
198+ 21.71% |
$20.9K - $23.4K
|
1.11K
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
183+ 5.43% |
$19.3K - $21.7K
|
3.55K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
178+ 3.12% |
$18.8K - $21.1K
|
5.89K
$628K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
150+ 7.18% |
$15.8K - $17.8K
|
2.24K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
138+ 0.94% |
$14.6K - $16.3K
|
14.8K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
130+ 5.19% |
$13.7K - $15.4K
|
2.63K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
128+ 4.91% |
$13.5K - $15.1K
|
2.73K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
122New |
$12.9K - $14.4K
|
122
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
116+ 1.61% |
$12.2K - $13.7K
|
7.31K
$779K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 134.15% |
$11.6K - $13K
|
192
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
105+ 1.52% |
$11.1K - $12.4K
|
7.03K
$749K
|