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 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
55.7K+ 21.45% |
$6.36M - $6.75M
|
315K
$36.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
51KNew |
$5.83M - $6.18M
|
51K
$5.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
51K+ 5.74% |
$5.82M - $6.17M
|
939K
$110M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
49.8K+ 84.68% |
$5.69M - $6.03M
|
109K
$12.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36.3K+ 8.9% |
$4.15M - $4.4M
|
445K
$51.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34K+ 13.69% |
$3.89M - $4.12M
|
282K
$33M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33.7K+ 1303.17% |
$3.86M - $4.09M
|
36.3K
$4.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.6K+ 23.47% |
$3.73M - $3.95M
|
172K
$20M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
31KNew |
$3.54M - $3.75M
|
31K
$3.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
30.8K+ 574.65% |
$3.52M - $3.73M
|
36.2K
$4.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
30.7KNew |
$3.51M - $3.72M
|
30.7K
$3.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 8.06% |
$3.44M - $3.64M
|
403K
$47.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.3K+ 7.66% |
$3.34M - $3.54M
|
411K
$48M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
25.8K+ 22.27% |
$2.94M - $3.12M
|
141K
$16.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
24.2K+ 30.33% |
$2.76M - $2.93M
|
104K
$12.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21.9K+ 16.51% |
$2.51M - $2.66M
|
155K
$18.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21.7K+ 6.3% |
$2.47M - $2.62M
|
365K
$42.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.87% |
$2.45M - $2.59M
|
461K
$53.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
20K+ 2.04% |
$2.28M - $2.42M
|
1M
$117M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 12874.03% |
$2.27M - $2.4M
|
20K
$2.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17K+ 5.64% |
$1.94M - $2.06M
|
318K
$37.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15.4KNew |
$1.76M - $1.87M
|
15.4K
$1.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
15.1KNew |
$1.72M - $1.82M
|
15.1K
$1.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.5K+ 12.92% |
$1.65M - $1.75M
|
126K
$14.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13.9K+ 7.29% |
$1.59M - $1.68M
|
205K
$23.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
11.6KNew |
$1.33M - $1.4M
|
11.6K
$1.36M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11K+ 38.03% |
$1.26M - $1.33M
|
39.9K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.1KNew |
$1.15M - $1.22M
|
10.1K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9.79KNew |
$1.12M - $1.19M
|
9.79K
$1.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
9.3K+ 5.75% |
$1.06M - $1.13M
|
171K
$20M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
9.23K+ 45.07% |
$1.05M - $1.12M
|
29.7K
$3.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.02K+ 3.18% |
$1.03M - $1.09M
|
293K
$34.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.81K+ 12.54% |
$1.01M - $1.07M
|
79K
$9.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8.35K+ 2.37% |
$954K - $1.01M
|
361K
$42.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.22K+ 35.51% |
$939K - $996K
|
31.4K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.1K+ 2.54% |
$926K - $982K
|
327K
$38.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
7.63K+ 33.09% |
$872K - $925K
|
30.7K
$3.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.45K+ 1.79% |
$851K - $903K
|
424K
$49.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.34K+ 4.38% |
$839K - $889K
|
175K
$20.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.27K+ 100.0% |
$830K - $880K
|
14.5K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
6.1K+ 9.02% |
$697K - $739K
|
73.7K
$8.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.03K+ 50.78% |
$689K - $730K
|
17.9K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
6.03K+ 77.94% |
$688K - $730K
|
13.8K
$1.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.96K+ 4.2% |
$681K - $722K
|
148K
$17.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.44KNew |
$621K - $658K
|
5.44K
$635K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 2.59% |
$617K - $654K
|
214K
$25M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.33K+ 24.25% |
$609K - $645K
|
27.3K
$3.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.3KNew |
$606K - $642K
|
5.3K
$619K
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.17K+ 8.96% |
$591K - $626K
|
62.9K
$7.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.11K+ 7.67% |
$584K - $619K
|
71.8K
$8.39M
|
|