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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.12K+ 3.52% |
$101K - $122K
|
32.9K
$3.87M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.12K+ 9.01% |
$101K - $122K
|
13.5K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.11K+ 56.89% |
$100K - $121K
|
3.05K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.11K+ 3.49% |
$100K - $121K
|
32.8K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.1KNew |
$99.9K - $121K
|
1.1K
$130K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.1K+ 0.65% |
$99.7K - $121K
|
170K
$20.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.08K+ 0.41% |
$98.1K - $119K
|
264K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.08K+ 95.57% |
$97.6K - $118K
|
2.21K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.04K+ 1.53% |
$93.8K - $113K
|
68.8K
$8.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.02K+ 17.05% |
$92.5K - $112K
|
7.01K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.02K+ 0.63% |
$92.4K - $112K
|
162K
$19.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1K+ 19.07% |
$90.9K - $110K
|
6.27K
$739K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
983+ 110.57% |
$89K - $108K
|
1.87K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
980+ 10.28% |
$88.7K - $107K
|
10.5K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
957+ 4.57% |
$86.7K - $105K
|
21.9K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
956+ 11.36% |
$86.6K - $105K
|
9.37K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
954+ 1.98% |
$86.4K - $104K
|
49.2K
$5.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
952+ 2.61% |
$86.2K - $104K
|
37.4K
$4.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
952+ 7.74% |
$86.2K - $104K
|
13.2K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
945+ 3.83% |
$85.6K - $103K
|
25.6K
$3.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
940+ 1.85% |
$85.1K - $103K
|
51.9K
$6.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
924+ 9.08% |
$83.7K - $101K
|
11.1K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
923+ 29.75% |
$83.6K - $101K
|
4.03K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
920New |
$83.3K - $101K
|
920
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
918+ 4.37% |
$83.1K - $101K
|
21.9K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
915+ 2.41% |
$82.9K - $100K
|
38.8K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
906+ 18.28% |
$82K - $99.2K
|
5.86K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
897+ 9.36% |
$81.2K - $98.2K
|
10.5K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
895+ 1.41% |
$81.1K - $98K
|
64.4K
$7.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
874+ 7.81% |
$79.1K - $95.7K
|
12.1K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
870+ 32.52% |
$78.8K - $95.3K
|
3.55K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Ltg Capital LLC
|
BUY
|
- |
868+ 0.65% |
$78.6K - $95K
|
134K
$15.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
862+ 2.48% |
$78.1K - $94.4K
|
35.6K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
850+ 32.29% |
$77K - $93.1K
|
3.48K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
845+ 3.03% |
$76.5K - $92.5K
|
28.8K
$3.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
845+ 2.07% |
$76.5K - $92.5K
|
41.7K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
844+ 16.56% |
$76.4K - $92.4K
|
5.94K
$701K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
841+ 0.49% |
$76.2K - $92.1K
|
173K
$20.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
841+ 16.02% |
$76.2K - $92.1K
|
6.09K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
840New |
$76.1K - $92K
|
840
$99K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
831+ 13.06% |
$75.3K - $91K
|
7.2K
$848K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
825+ 0.55% |
$74.7K - $90.3K
|
150K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
822+ 14.76% |
$74.4K - $90K
|
6.39K
$753K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
822+ 1.42% |
$74.4K - $90K
|
58.9K
$6.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
815+ 1.17% |
$73.8K - $89.2K
|
70.3K
$8.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
812+ 25.68% |
$73.5K - $88.9K
|
3.97K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
811+ 52.22% |
$73.4K - $88.8K
|
2.36K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
811+ 6.31% |
$73.4K - $88.8K
|
13.7K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
810+ 8.54% |
$73.4K - $88.7K
|
10.3K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
810+ 0.35% |
$73.4K - $88.7K
|
235K
$27.7M
|