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 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.17K+ 9.45% |
$197K - $238K
|
25.2K
$3M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.16KNew |
$196K - $237K
|
2.16K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 3.17% |
$195K - $236K
|
70.1K
$8.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.15KNew |
$195K - $236K
|
2.15K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.13K+ 11.83% |
$192K - $233K
|
20.1K
$2.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.1KNew |
$190K - $230K
|
2.1K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$187K - $226K
|
2.06K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.06K+ 107.37% |
$186K - $225K
|
3.97K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.05KNew |
$186K - $225K
|
2.05K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.05K+ 2.06% |
$186K - $224K
|
101K
$12.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.05K+ 7.55% |
$186K - $224K
|
29.2K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.04KNew |
$185K - $224K
|
2.04K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.04K+ 6.89% |
$185K - $224K
|
31.7K
$3.78M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.04K+ 8.09% |
$184K - $223K
|
27.2K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.02KNew |
$183K - $221K
|
2.02K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.01K+ 84.53% |
$182K - $220K
|
4.38K
$522K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.01K+ 5.92% |
$182K - $220K
|
35.9K
$4.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2K+ 5.85% |
$181K - $219K
|
36.2K
$4.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.99K+ 69.21% |
$180K - $218K
|
4.86K
$579K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.98KNew |
$179K - $217K
|
1.98K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.98K+ 4.31% |
$179K - $216K
|
47.8K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.97K+ 0.57% |
$178K - $215K
|
347K
$41.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.96KNew |
$177K - $214K
|
1.96K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.95KNew |
$176K - $213K
|
1.95K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.95K+ 1.42% |
$176K - $213K
|
139K
$16.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 7.35% |
$176K - $213K
|
28.4K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.94KNew |
$176K - $213K
|
1.94K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.94K+ 3.14% |
$176K - $213K
|
63.9K
$7.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 0.78% |
$176K - $213K
|
250K
$29.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.92K+ 16.08% |
$174K - $211K
|
13.9K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.92K+ 6.17% |
$174K - $210K
|
33K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.92K+ 32.57% |
$174K - $210K
|
7.8K
$929K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.91KNew |
$173K - $209K
|
1.91K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.9KNew |
$172K - $208K
|
1.9K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$172K - $208K
|
1.9K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$225K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1.89KNew |
$171K - $206K
|
1.89K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$171K - $206K
|
1.89K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.88KNew |
$170K - $206K
|
1.88K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.88K+ 1.13% |
$170K - $206K
|
168K
$20.1M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.88K+ 3.51% |
$170K - $205K
|
55.4K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.87K+ 36.53% |
$169K - $205K
|
6.99K
$833K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.87KNew |
$169K - $205K
|
1.87K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.87KNew |
$169K - $205K
|
1.87K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.87KNew |
$169K - $204K
|
1.87K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.86KNew |
$169K - $204K
|
1.86K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.86KNew |
$168K - $204K
|
1.86K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.86K+ 3.58% |
$168K - $204K
|
53.8K
$6.41M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.85KNew |
$168K - $203K
|
1.85K
$221K
|