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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
90+ 5.83% |
$9.21K - $9.95K
|
1.63K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
77+ 0.56% |
$7.88K - $8.51K
|
13.8K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 34.86% |
$3.89K - $4.2K
|
147
$15.5K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
38+ 1.6% |
$3.89K - $4.2K
|
2.41K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
23New |
$2.35K - $2.54K
|
23
$2.42K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15New |
$1.54K - $1.66K
|
15
$1.58K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 31.82% |
$716 - $774
|
29
$3.06K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.38% |
$102 - $111
|
263
$27.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.39% |
$102 - $111
|
260
$27.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.81MNew |
$159M - $200M
|
1.81M
$191M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$9.72M - $12.2M
|
111K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
83.8KNew |
$7.34M - $9.23M
|
83.8K
$8.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
67.2KNew |
$5.89M - $7.4M
|
67.2K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
66.5KNew |
$5.83M - $7.32M
|
66.5K
$7.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
31KNew |
$2.72M - $3.42M
|
31K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
28.1KNew |
$2.46M - $3.09M
|
28.1K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
27.4K+ 6.77% |
$2.4M - $3.02M
|
433K
$45.6M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
23.5KNew |
$2.06M - $2.58M
|
23.5K
$2.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18KNew |
$1.58M - $1.98M
|
18K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$1.15M - $1.44M
|
13.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$948K - $1.19M
|
10.8K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.4K+ 13.99% |
$908K - $1.14M
|
84.5K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
9.15KNew |
$802K - $1.01M
|
9.15K
$964K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
9.13KNew |
$800K - $1.01M
|
9.13K
$962K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.88KNew |
$690K - $867K
|
7.88K
$830K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.76K+ 22.4% |
$417K - $524K
|
26K
$2.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 64.65% |
$326K - $410K
|
9.49K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.36K+ 26.22% |
$295K - $370K
|
16.2K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.92K+ 2.96% |
$255K - $321K
|
102K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.76KNew |
$242K - $304K
|
2.76K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
2.51KNew |
$219K - $276K
|
2.51K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.4KNew |
$210K - $264K
|
2.4K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.3K+ 13.99% |
$201K - $253K
|
18.7K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.21KNew |
$194K - $243K
|
2.21K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.16K+ 59.23% |
$189K - $237K
|
5.8K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.15KNew |
$188K - $237K
|
2.15K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$221K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
2.07KNew |
$182K - $228K
|
2.07K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.05KNew |
$179K - $225K
|
2.05K
$216K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.01KNew |
$176K - $222K
|
2.01K
$212K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.99KNew |
$174K - $219K
|
1.99K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.93KNew |
$169K - $212K
|
1.93K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.91KNew |
$167K - $210K
|
1.91K
$201K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.9KNew |
$166K - $209K
|
1.9K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 47400.0% |
$166K - $209K
|
1.9K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$199K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$195K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.55K+ 56.65% |
$136K - $171K
|
4.29K
$452K
|
|