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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.5K+ 8.84% |
$3.93M - $4.4M
|
425K
$40.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
34.5KNew |
$3.93M - $4.4M
|
34.5K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34.2K+ 23.77% |
$3.9M - $4.36M
|
178K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
34.1KNew |
$3.88M - $4.34M
|
34.1K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
33.7KNew |
$3.84M - $4.29M
|
33.7K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.6K+ 2.34% |
$3.82M - $4.28M
|
1.47M
$141M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
33.3KNew |
$3.79M - $4.24M
|
33.3K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
32.7KNew |
$3.72M - $4.16M
|
32.7K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
32.5K+ 192.96% |
$3.7M - $4.13M
|
49.3K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
32.3KNew |
$3.68M - $4.12M
|
32.3K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 85.16% |
$3.68M - $4.11M
|
70.2K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 101.21% |
$3.66M - $4.09M
|
63.9K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
32K+ 1343.08% |
$3.65M - $4.08M
|
34.4K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
32KNew |
$3.65M - $4.08M
|
32K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
31.9K+ 41.49% |
$3.64M - $4.07M
|
109K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
31.8K+ 35.07% |
$3.62M - $4.05M
|
122K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.8K+ 21.46% |
$3.62M - $4.05M
|
180K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.6K+ 10.69% |
$3.6M - $4.03M
|
327K
$31.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31K+ 24.01% |
$3.53M - $3.95M
|
160K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
30.2KNew |
$3.44M - $3.84M
|
30.2K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
29.8K+ 3.14% |
$3.39M - $3.8M
|
978K
$94.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
27.8K+ 6.7% |
$3.16M - $3.54M
|
442K
$42.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
27.7K+ 12.53% |
$3.16M - $3.53M
|
249K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27.7K+ 7.81% |
$3.15M - $3.52M
|
382K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 198.25% |
$3.1M - $3.47M
|
41K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
27.2K+ 397.21% |
$3.1M - $3.47M
|
34.1K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
27.1KNew |
$3.08M - $3.45M
|
27.1K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
27KNew |
$3.08M - $3.44M
|
27K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
27KNew |
$3.08M - $3.44M
|
27K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
26.7K+ 113.81% |
$3.04M - $3.4M
|
50.2K
$4.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26.6KNew |
$3.03M - $3.38M
|
26.6K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 0.35% |
$2.92M - $3.27M
|
7.32M
$705M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25.6KNew |
$2.92M - $3.26M
|
25.6K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
25.6K+ 0.73% |
$2.91M - $3.26M
|
3.53M
$340M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.1KNew |
$2.86M - $3.2M
|
25.1K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
25K+ 162.1% |
$2.85M - $3.18M
|
40.4K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.7K+ 74.77% |
$2.81M - $3.15M
|
57.7K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24.3KNew |
$2.77M - $3.1M
|
24.3K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
24.3KNew |
$2.77M - $3.09M
|
24.3K
$2.34M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
24.2KNew |
$2.76M - $3.09M
|
24.2K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 4.12% |
$2.75M - $3.07M
|
610K
$58.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.8K+ 240.49% |
$2.71M - $3.03M
|
33.6K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3K+ 15.49% |
$2.65M - $2.96M
|
173K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
23.2K+ 2.66% |
$2.64M - $2.95M
|
895K
$86.1M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
23.1KNew |
$2.63M - $2.95M
|
23.1K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
23.1K+ 4.24% |
$2.63M - $2.95M
|
569K
$54.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.9K+ 9.03% |
$2.61M - $2.92M
|
276K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
22.8KNew |
$2.6M - $2.91M
|
22.8K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.7KNew |
$2.58M - $2.89M
|
22.7K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6K+ 7.5% |
$2.58M - $2.88M
|
324K
$31.2M
|