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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
19.3MNew |
$1.74B - $2.11B
|
19.3M
$2.14B
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14M+ 83.76% |
$103M - $124M
|
2.49M
$277M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$22.6M - $27.3M
|
249K
$27.6M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 75.91% |
$18.7M - $22.7M
|
480K
$53.2M
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
136K+ 423471.88% |
$12.3M - $14.8M
|
136K
$15M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$11.8M - $14.2M
|
130K
$14.4M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
120K+ 5.33% |
$10.8M - $13.1M
|
2.36M
$262M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86.5K+ 8.34% |
$7.84M - $9.48M
|
1.12M
$125M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
39.6K+ 61.3% |
$3.58M - $4.33M
|
104K
$11.6M
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.2K+ 1924.34% |
$3.37M - $4.08M
|
39.2K
$4.35M
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.1K+ 12.57% |
$2.27M - $2.75M
|
225K
$25M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.7K+ 6.37% |
$1.78M - $2.16M
|
329K
$36.5M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.6K+ 7.33% |
$1.78M - $2.15M
|
287K
$31.9M
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19.2KNew |
$1.74M - $2.11M
|
19.2K
$2.13M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 188.1% |
$1.53M - $1.86M
|
26K
$2.88M
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
16.3K+ 147.24% |
$1.48M - $1.78M
|
27.4K
$3.04M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15K+ 6.64% |
$1.36M - $1.64M
|
241K
$26.7M
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.5K+ 8.66% |
$1.31M - $1.59M
|
182K
$20.2M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 1.59% |
$1.2M - $1.45M
|
842K
$93.4M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13.1K+ 3.51% |
$1.19M - $1.44M
|
387K
$43M
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
11.3K+ 144.35% |
$1.02M - $1.23M
|
19.1K
$2.12M
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
11.2K+ 6.11% |
$1.02M - $1.23M
|
195K
$21.6M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11K+ 393.03% |
$996K - $1.2M
|
13.8K
$1.53M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 7.48% |
$973K - $1.18M
|
154K
$17.1M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 5.29% |
$938K - $1.13M
|
206K
$22.9M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.89K+ 35.93% |
$896K - $1.08M
|
37.4K
$4.15M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9.88K+ 2.96% |
$894K - $1.08M
|
344K
$38.1M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
9.12K+ 16.45% |
$825K - $998K
|
64.5K
$7.16M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
8.89K+ 12.77% |
$805K - $974K
|
78.6K
$8.72M
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.62K+ 12.58% |
$781K - $944K
|
77.2K
$8.56M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.5K+ 2.51% |
$769K - $930K
|
347K
$38.5M
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.15K+ 23.41% |
$738K - $892K
|
42.9K
$4.76M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.93K+ 6.62% |
$628K - $759K
|
112K
$12.4M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
6.91KNew |
$625K - $756K
|
6.91K
$766K
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 15.27% |
$619K - $748K
|
51.6K
$5.72M
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
6.44K+ 8.78% |
$583K - $705K
|
79.8K
$8.85M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.39K+ 9.27% |
$579K - $700K
|
75.3K
$8.36M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.26K+ 5.03% |
$567K - $686K
|
131K
$14.5M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.78K+ 12.87% |
$523K - $633K
|
50.7K
$5.62M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.44KNew |
$492K - $595K
|
5.44K
$603K
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.27KNew |
$477K - $577K
|
5.27K
$585K
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
5.16KNew |
$467K - $565K
|
5.16K
$572K
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.11K+ 1.59% |
$463K - $559K
|
328K
$36.3M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.92K+ 39.89% |
$446K - $539K
|
17.3K
$1.91M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.9K+ 1.73% |
$444K - $536K
|
288K
$32M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.89K+ 88.45% |
$443K - $536K
|
10.4K
$1.16M
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.74K+ 2.94% |
$429K - $519K
|
166K
$18.4M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.61K+ 17.01% |
$418K - $505K
|
31.7K
$3.52M
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.26KNew |
$385K - $466K
|
4.26K
$472K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.07K+ 12.47% |
$368K - $445K
|
36.7K
$4.07M
|