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
$2.27B
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.6M+ 11144.76% |
$1.23B - $1.49B
|
13.7M
$1.62B
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
5.01MNew |
$453M - $548M
|
5.01M
$591M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.25M+ 5.77% |
$204M - $247M
|
41.3M
$4.88B
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27M+ 50.84% |
$115M - $139M
|
3.75M
$443M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14M+ 83.76% |
$103M - $124M
|
2.49M
$294M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
930K+ 10.66% |
$84.2M - $102M
|
9.66M
$1.14B
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
877K+ 7143.62% |
$79.4M - $96M
|
890K
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
615K+ 264.35% |
$55.7M - $67.3M
|
847K
$100M
|
|
|
Aug 06, 2025
Q2 2025
|
Swf LLC
Omaha, NE |
BUY
|
- |
590K+ 6382.52% |
$53.4M - $64.6M
|
599K
$70.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
461K+ 15.97% |
$41.8M - $50.5M
|
3.35M
$395M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
393KNew |
$35.6M - $43.1M
|
393K
$46.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
367K+ 2.31% |
$33.2M - $40.2M
|
16.3M
$1.92B
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
329K+ 61.26% |
$29.8M - $36M
|
866K
$102M
|
|
|
Aug 08, 2025
Q2 2025
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
321KNew |
$29.1M - $35.1M
|
321K
$37.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
283KNew |
$25.6M - $31M
|
283K
$33.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$22.6M - $27.3M
|
249K
$29.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
248KNew |
$22.4M - $27.1M
|
248K
$29.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
242K+ 9.89% |
$21.9M - $26.5M
|
2.69M
$317M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
232KNew |
$21M - $25.4M
|
232K
$27.3M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
213K+ 2.38% |
$19.3M - $23.3M
|
9.17M
$1.08B
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
211K+ 15.49% |
$19.1M - $23.2M
|
1.58M
$186M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 75.91% |
$18.7M - $22.7M
|
480K
$56.6M
|
|
|
Aug 08, 2025
Q2 2025
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
200KNew |
$18.2M - $21.9M
|
200K
$23.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
200K+ 5.56% |
$18.1M - $21.9M
|
3.8M
$448M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
170K+ 8.01% |
$15.4M - $18.6M
|
2.29M
$271M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
169K+ 156.4% |
$15.3M - $18.5M
|
276K
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
147KNew |
$13.3M - $16.1M
|
147K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
145K+ 75.47% |
$13.1M - $15.9M
|
337K
$39.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
136K+ 423471.88% |
$12.3M - $14.8M
|
136K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135K+ 489.84% |
$12.3M - $14.8M
|
163K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135K+ 27.37% |
$12.2M - $14.8M
|
628K
$74.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
133K+ 17.14% |
$12M - $14.5M
|
907K
$107M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$11.8M - $14.2M
|
130K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
120K+ 5.33% |
$10.8M - $13.1M
|
2.36M
$279M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
120KNew |
$10.8M - $13.1M
|
120K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
113K+ 63.48% |
$10.2M - $12.4M
|
291K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 2.09% |
$10.2M - $12.3M
|
5.51M
$650M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
112KNew |
$10.2M - $12.3M
|
112K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
112K+ 235.7% |
$10.1M - $12.3M
|
160K
$18.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
111K+ 432.63% |
$10.1M - $12.2M
|
137K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
107KNew |
$9.72M - $11.8M
|
107K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
107K+ 2914.07% |
$9.68M - $11.7M
|
111K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
106KNew |
$9.59M - $11.6M
|
106K
$12.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
100K+ 242.93% |
$9.09M - $11M
|
142K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
94.2KNew |
$8.53M - $10.3M
|
94.2K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
91.4K+ 262.49% |
$8.27M - $10M
|
126K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86.5K+ 8.34% |
$7.84M - $9.48M
|
1.12M
$133M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.7K+ 26.07% |
$7.58M - $9.17M
|
405K
$47.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
80.5K+ 35.37% |
$7.29M - $8.81M
|
308K
$36.4M
|