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 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
807+ 4.15% |
$73.1K - $88.4K
|
20.3K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
799+ 31.73% |
$72.4K - $87.5K
|
3.32K
$391K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
793+ 3.56% |
$71.8K - $86.8K
|
23K
$2.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
789+ 3.65% |
$71.5K - $86.4K
|
22.4K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
789+ 9.48% |
$71.5K - $86.4K
|
9.11K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
761+ 3.08% |
$68.9K - $83.3K
|
25.5K
$3.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
747+ 0.77% |
$67.6K - $81.8K
|
98.4K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
746+ 29.15% |
$67.6K - $81.7K
|
3.31K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
745+ 5.06% |
$67.5K - $81.6K
|
15.5K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
742+ 24.97% |
$67.2K - $81.2K
|
3.71K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
730+ 7.0% |
$66.1K - $79.9K
|
11.2K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
720New |
$65.2K - $78.8K
|
720
$84.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
712+ 1.87% |
$64.5K - $78K
|
38.9K
$4.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
708+ 23.66% |
$64.1K - $77.5K
|
3.7K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
706+ 4.95% |
$63.9K - $77.3K
|
15K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
700+ 3.44% |
$63.4K - $76.6K
|
21K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
690+ 2.37% |
$62.5K - $75.5K
|
29.8K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
690+ 1.34% |
$62.5K - $75.5K
|
52K
$6.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
689+ 2.63% |
$62.4K - $75.4K
|
26.9K
$3.17M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
689+ 4.85% |
$62.4K - $75.4K
|
14.9K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
683+ 0.95% |
$61.9K - $74.8K
|
72.5K
$8.55M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
682+ 8.73% |
$61.8K - $74.7K
|
8.49K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
680+ 18.45% |
$61.6K - $74.5K
|
4.37K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
670+ 1.42% |
$60.7K - $73.4K
|
47.8K
$5.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
668+ 6.69% |
$60.5K - $73.1K
|
10.6K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
665+ 2.85% |
$60.2K - $72.8K
|
24K
$2.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
665+ 11.16% |
$60.2K - $72.8K
|
6.63K
$781K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
658+ 21.5% |
$59.6K - $72K
|
3.72K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
650+ 14.13% |
$58.9K - $71.2K
|
5.25K
$619K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
648+ 2.38% |
$58.7K - $70.9K
|
27.9K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
643+ 8.51% |
$58.2K - $70.4K
|
8.2K
$967K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
640+ 0.31% |
$58K - $70.1K
|
205K
$24.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
638New |
$57.8K - $69.9K
|
638
$75.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
635+ 9.32% |
$57.5K - $69.5K
|
7.45K
$878K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
631+ 8.68% |
$57.1K - $69.1K
|
7.9K
$931K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
629+ 1.52% |
$57K - $68.9K
|
42.1K
$4.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
623+ 16.05% |
$56.4K - $68.2K
|
4.5K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
617+ 3.44% |
$55.9K - $67.6K
|
18.5K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
604+ 6.84% |
$54.7K - $66.1K
|
9.44K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
604+ 544.14% |
$54.7K - $66.1K
|
715
$84.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
603+ 4.26% |
$54.6K - $66K
|
14.8K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
598+ 8.94% |
$54.2K - $65.5K
|
7.29K
$859K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
591+ 25.44% |
$53.5K - $64.7K
|
2.91K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
586+ 7.63% |
$53.1K - $64.2K
|
8.27K
$975K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
582+ 11.06% |
$52.7K - $63.7K
|
5.85K
$689K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
578+ 8.98% |
$52.3K - $63.3K
|
7.02K
$827K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
574+ 5.15% |
$52K - $62.8K
|
11.7K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
570+ 0.66% |
$51.6K - $62.4K
|
87.4K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
549+ 94.01% |
$49.7K - $60.1K
|
1.13K
$134K
|
|
|
Aug 07, 2025
Q2 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
545+ 0.52% |
$49.4K - $59.7K
|
105K
$12.4M
|