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 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
289+ 13.89% |
$29.6K - $34.7K
|
2.37K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
281+ 0.63% |
$28.8K - $33.7K
|
44.7K
$4.31M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
275+ 1.58% |
$28.2K - $33K
|
17.7K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
272+ 8.74% |
$27.9K - $32.6K
|
3.38K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
268New |
$27.5K - $32.1K
|
268
$25.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
262+ 7.77% |
$26.9K - $31.4K
|
3.63K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
251+ 1.71% |
$25.7K - $30.1K
|
14.9K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250+ 3.48% |
$25.6K - $30K
|
7.43K
$715K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
247+ 3.18% |
$25.3K - $29.6K
|
8.02K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
245+ 2.25% |
$25.1K - $29.4K
|
11.1K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
239+ 6.06% |
$24.5K - $28.7K
|
4.18K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
227+ 4.97% |
$23.3K - $27.2K
|
4.8K
$462K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
224+ 2.34% |
$23K - $26.9K
|
9.79K
$942K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
222+ 3.26% |
$22.8K - $26.6K
|
7.02K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
220+ 1.91% |
$22.5K - $26.4K
|
11.7K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
215+ 4.0% |
$22K - $25.8K
|
5.59K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 3.09% |
$20.5K - $24K
|
6.67K
$641K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
194+ 7.46% |
$19.9K - $23.3K
|
2.8K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
154+ 1.4% |
$15.8K - $18.5K
|
11.1K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
148+ 0.05% |
$15.2K - $17.8K
|
276K
$26.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
145+ 1.1% |
$14.9K - $17.4K
|
13.3K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
134+ 4.1% |
$13.7K - $16.1K
|
3.4K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
131+ 0.18% |
$13.4K - $15.7K
|
74K
$7.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
128+ 105.79% |
$13.1K - $15.4K
|
249
$24K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
115+ 5.02% |
$11.8K - $13.8K
|
2.4K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
112+ 6.07% |
$11.5K - $13.4K
|
1.96K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
100+ 2.08% |
$10.2K - $12K
|
4.9K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
99+ 0.83% |
$10.1K - $11.9K
|
12.1K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
98+ 0.99% |
$10K - $11.8K
|
9.97K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
84+ 14.89% |
$8.61K - $10.1K
|
648
$62.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
82+ 2.43% |
$8.4K - $9.84K
|
3.46K
$333K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
79+ 1.86% |
$8.1K - $9.48K
|
4.33K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
68+ 0.3% |
$6.97K - $8.16K
|
22.4K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
64+ 0.14% |
$6.56K - $7.68K
|
46.9K
$4.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
63+ 0.73% |
$6.46K - $7.56K
|
8.74K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
59+ 2.82% |
$6.05K - $7.08K
|
2.15K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
59+ 1.07% |
$6.05K - $7.08K
|
5.6K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
54+ 0.25% |
$5.53K - $6.48K
|
21.9K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
51+ 1.36% |
$5.23K - $6.12K
|
3.81K
$367K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49+ 1.43% |
$5.02K - $5.88K
|
3.48K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.1K - $4.8K
|
56.8K
$5.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$4K - $4.68K
|
56K
$5.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.24% |
$4K - $4.68K
|
16.1K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
37+ 1.35% |
$3.79K - $4.44K
|
2.77K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
35+ 0.36% |
$3.59K - $4.2K
|
9.71K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.2% |
$3.48K - $4.08K
|
17.1K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 0.64% |
$3.07K - $3.6K
|
4.7K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
21+ 0.28% |
$2.15K - $2.52K
|
7.51K
$722K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21+ 3.52% |
$2.15K - $2.52K
|
618
$59.5K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
20+ 0.29% |
$2.05K - $2.4K
|
6.81K
$655K
|