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 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$1.64K - $1.92K
|
5.31K
$511K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12+ 0.5% |
$1.23K - $1.44K
|
2.4K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.02K - $1.2K
|
3.61K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.3% |
$922 - $1.08K
|
2.98K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$820 - $960
|
3.56K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
6+ 0.29% |
$615 - $720
|
2.04K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6+ 0.11% |
$615 - $720
|
5.35K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$410 - $480
|
3.36K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$307 - $360
|
2.94K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2+ 0.12% |
$205 - $240
|
1.7K
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$205 - $240
|
5.88K
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.2MNew |
$1.62B - $1.81B
|
14.2M
$1.37B
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79M+ 4.92% |
$204M - $228M
|
38.1M
$3.67B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 11.71% |
$187M - $209M
|
15.6M
$1.51B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05M+ 3.4% |
$120M - $134M
|
32.1M
$3.09B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.03M+ 6.37% |
$117M - $131M
|
17.2M
$1.65B
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
908K+ 22.96% |
$103M - $116M
|
4.86M
$468M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
819K+ 9.61% |
$93.3M - $104M
|
9.34M
$899M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
617KNew |
$70.3M - $78.7M
|
617K
$59.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
565K+ 4.98% |
$64.3M - $71.9M
|
11.9M
$1.14B
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
535K+ 195.14% |
$60.9M - $68.1M
|
809K
$77.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
519KNew |
$59.2M - $66.2M
|
519K
$50M
|
|
|
Feb 10, 2025
Q4 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
507K+ 55.98% |
$57.8M - $64.6M
|
1.41M
$136M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
485K+ 2.6% |
$55.3M - $61.8M
|
19.2M
$1.84B
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
477KNew |
$54.4M - $60.8M
|
477K
$45.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
470K+ 80.47% |
$53.5M - $59.8M
|
1.05M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
410K+ 20.12% |
$46.7M - $52.2M
|
2.45M
$236M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
395K+ 2.22% |
$45M - $50.3M
|
18.2M
$1.75B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
386K+ 10.58% |
$44M - $49.2M
|
4.04M
$388M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
351KNew |
$40M - $44.7M
|
351K
$33.8M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
340K+ 104.69% |
$38.7M - $43.3M
|
665K
$64M
|
|
|
Feb 12, 2025
Q4 2024
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
320KNew |
$36.5M - $40.8M
|
320K
$30.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
320K+ 37.91% |
$36.5M - $40.8M
|
1.16M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
305K+ 131.9% |
$34.7M - $38.8M
|
536K
$51.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
295K+ 59.16% |
$33.6M - $37.6M
|
794K
$76.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
286K+ 3863.1% |
$32.5M - $36.4M
|
293K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
254K+ 1860.01% |
$28.9M - $32.4M
|
268K
$25.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
252K+ 16.99% |
$28.7M - $32.1M
|
1.73M
$167M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
241K+ 6.24% |
$27.5M - $30.7M
|
4.1M
$395M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
228K+ 796.84% |
$26M - $29.1M
|
257K
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
223K+ 11.02% |
$25.4M - $28.4M
|
2.25M
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
220K+ 14.39% |
$25M - $28M
|
1.75M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201K+ 12.43% |
$22.9M - $25.7M
|
1.82M
$175M
|
|
|
Feb 12, 2025
Q4 2024
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
200KNew |
$22.8M - $25.5M
|
200K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
200K+ 51.55% |
$22.8M - $25.5M
|
588K
$56.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196KNew |
$22.3M - $24.9M
|
196K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
181KNew |
$20.7M - $23.1M
|
181K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
179K+ 2.18% |
$20.3M - $22.7M
|
8.37M
$806M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
168KNew |
$19.1M - $21.4M
|
168K
$16.1M
|
|