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 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
6+ 0.21% |
$526 - $661
|
2.86K
$335K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.14% |
$263 - $330
|
2.17K
$255K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.41% |
$175 - $220
|
494
$57.9K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.34% |
$87.6 - $110
|
299
$35K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$87.6 - $110
|
231
$27.1K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
48.2K+ 150.6% |
$4.48M - $5.07M
|
80.2K
$9.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
46.1K+ 252.43% |
$4.29M - $4.85M
|
64.4K
$7.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
34.2K+ 529.96% |
$3.17M - $3.59M
|
40.6K
$4.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
17.8KNew |
$1.65M - $1.87M
|
17.8K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.8K+ 4.75% |
$1.65M - $1.87M
|
392K
$45.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
14.3K+ 26.9% |
$1.33M - $1.5M
|
67.4K
$7.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$938K - $1.06M
|
10.1K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9KNew |
$836K - $946K
|
9K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
6.49KNew |
$603K - $682K
|
6.49K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.3KNew |
$585K - $663K
|
6.3K
$738K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5.03K+ 8.49% |
$468K - $529K
|
64.3K
$7.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.94KNew |
$458K - $519K
|
4.94K
$578K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.69K+ 9.22% |
$435K - $493K
|
55.5K
$6.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.6KNew |
$428K - $484K
|
4.6K
$539K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.83KNew |
$356K - $403K
|
3.83K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.58KNew |
$332K - $376K
|
3.58K
$419K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.07K+ 2.04% |
$285K - $323K
|
153K
$18M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.74KNew |
$255K - $288K
|
2.74K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.3KNew |
$214K - $242K
|
2.3K
$270K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.24KNew |
$208K - $236K
|
2.24K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.19KNew |
$203K - $230K
|
2.19K
$256K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.13KNew |
$198K - $224K
|
2.13K
$249K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$186K - $210K
|
2K
$234K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.55K+ 27.03% |
$144K - $162K
|
7.26K
$851K
|
|
|
Nov 14, 2023
Q3 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
1.5K+ 42.86% |
$139K - $158K
|
5K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.28K+ 46.3% |
$119K - $135K
|
4.05K
$474K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 11.56% |
$109K - $123K
|
11.3K
$1.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
770+ 0.96% |
$71.5K - $81K
|
81.3K
$9.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
563+ 3.58% |
$52.3K - $59.2K
|
16.3K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
496New |
$46.1K - $52.2K
|
496
$58.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
445New |
$41.3K - $46.8K
|
445
$52.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
396+ 12.73% |
$36.8K - $41.6K
|
3.51K
$411K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
238+ 4.25% |
$22.1K - $25K
|
5.84K
$684K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
117New |
$10.9K - $12.3K
|
117
$13.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.27% |
$9.48K - $10.7K
|
38.2K
$4.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
84+ 0.33% |
$7.8K - $8.83K
|
25.6K
$3M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.32K - $2.63K
|
25
$2.93K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.16% |
$1.86K - $2.1K
|
12.5K
$1.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$2.11K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.42% |
$1.49K - $1.68K
|
3.81K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.16% |
$1.39K - $1.58K
|
9.13K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11New |
$1.02K - $1.16K
|
11
$1.29K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.17K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.24% |
$929 - $1.05K
|
4.25K
$498K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.17K
|
|