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 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.69K+ 2.21% |
$245K - $268K
|
125K
$13.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.63K+ 100.08% |
$240K - $263K
|
5.27K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.41KNew |
$220K - $241K
|
2.41K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
2.32KNew |
$212K - $232K
|
2.32K
$248K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.01KNew |
$183K - $201K
|
2.01K
$215K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.39K+ 0.97% |
$127K - $139K
|
145K
$15.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$123K - $135K
|
1.35K
$144K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.2KNew |
$109K - $120K
|
1.2K
$128K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.02K+ 32.17% |
$92.5K - $101K
|
4.17K
$444K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
873+ 53.26% |
$79.6K - $87.1K
|
2.51K
$268K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
260+ 1300.0% |
$23.7K - $26K
|
280
$29.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254+ 29.2% |
$23.1K - $25.4K
|
1.12K
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
195New |
$17.8K - $19.5K
|
195
$20.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
167+ 1.75% |
$15.2K - $16.7K
|
9.73K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 14.47% |
$15K - $16.5K
|
1.31K
$139K
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
152+ 6.82% |
$13.9K - $15.2K
|
2.38K
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 5.26% |
$13.7K - $15K
|
3K
$320K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
141+ 4.66% |
$12.9K - $14.1K
|
3.17K
$337K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
128+ 4.0% |
$11.7K - $12.8K
|
3.33K
$355K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
113+ 104.63% |
$10.3K - $11.3K
|
221
$23.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
84+ 0.72% |
$7.66K - $8.38K
|
11.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
71New |
$6.47K - $7.09K
|
71
$7.57K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
16New |
$1.46K - $1.6K
|
16
$1.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.34K
$249K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.2MNew |
$1.4B - $1.63B
|
15.2M
$1.62B
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
127K+ 71.61% |
$11.7M - $13.7M
|
304K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
110KNew |
$10.1M - $11.8M
|
110K
$11.7M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
93KNew |
$8.58M - $10M
|
93K
$9.91M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
87.4K+ 61.28% |
$8.06M - $9.41M
|
230K
$24.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
67.2KNew |
$6.2M - $7.23M
|
67.2K
$7.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
22.6K+ 81.93% |
$2.08M - $2.43M
|
50.1K
$5.34M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.3KNew |
$1.78M - $2.08M
|
19.3K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
12.2K+ 45.08% |
$1.13M - $1.32M
|
39.3K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.58K+ 399.17% |
$884K - $1.03M
|
12K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.66KNew |
$615K - $717K
|
6.66K
$710K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.56K+ 101.71% |
$605K - $706K
|
13K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.62K+ 235.51% |
$519K - $606K
|
8.01K
$854K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.54KNew |
$511K - $596K
|
5.54K
$590K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
4.23K+ 3.15% |
$390K - $455K
|
139K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.99KNew |
$368K - $430K
|
3.99K
$425K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
3.75K+ 3.9% |
$346K - $404K
|
100K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
3KNew |
$277K - $323K
|
3K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.84KNew |
$262K - $306K
|
2.84K
$303K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.32KNew |
$214K - $250K
|
2.32K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.29KNew |
$211K - $246K
|
2.29K
$244K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
2.27KNew |
$209K - $244K
|
2.27K
$242K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.89KNew |
$174K - $203K
|
1.89K
$201K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
761+ 6.84% |
$70.2K - $81.9K
|
11.9K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
492+ 15.67% |
$45.4K - $53K
|
3.63K
$387K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
412+ 1.74% |
$38K - $44.4K
|
24.1K
$2.56M
|
|