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 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
543+ 0.6% |
$49.2K - $59.5K
|
90.6K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
542+ 11.83% |
$49.1K - $59.3K
|
5.12K
$604K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
539+ 0.14% |
$48.8K - $59K
|
384K
$45.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
537+ 7.6% |
$48.6K - $58.8K
|
7.61K
$897K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
533+ 95.35% |
$48.3K - $58.4K
|
1.09K
$129K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
528+ 22.01% |
$47.8K - $57.8K
|
2.93K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
527+ 2635.0% |
$47.7K - $57.7K
|
547
$64.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
519+ 2.67% |
$47K - $56.8K
|
20K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
508+ 7.95% |
$46K - $55.6K
|
6.89K
$813K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
505+ 1.34% |
$45.7K - $55.3K
|
38.2K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
503+ 5.98% |
$45.6K - $55.1K
|
8.91K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
500+ 61.05% |
$45.3K - $54.7K
|
1.32K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
490+ 6.65% |
$44.4K - $53.7K
|
7.85K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
489+ 1.15% |
$44.3K - $53.5K
|
42.9K
$5.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
486+ 0.91% |
$44K - $53.2K
|
54.2K
$6.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
482+ 0.46% |
$43.6K - $52.8K
|
104K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
474+ 74.29% |
$42.9K - $51.9K
|
1.11K
$131K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
469+ 1.01% |
$42.5K - $51.4K
|
46.7K
$5.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
465+ 22.36% |
$42.1K - $50.9K
|
2.55K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
461+ 0.57% |
$41.7K - $50.5K
|
80.7K
$9.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
460+ 21.23% |
$41.7K - $50.4K
|
2.63K
$310K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
460+ 8.89% |
$41.7K - $50.4K
|
5.64K
$664K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
460+ 21.23% |
$41.7K - $50.4K
|
2.63K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
459+ 2.53% |
$41.6K - $50.3K
|
18.6K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
455+ 2.0% |
$41.2K - $49.8K
|
23.2K
$2.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
452New |
$40.9K - $49.5K
|
452
$53.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
449+ 0.76% |
$40.7K - $49.2K
|
59.4K
$7.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
442+ 2.92% |
$40K - $48.4K
|
15.6K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
430+ 3.67% |
$38.9K - $47.1K
|
12.2K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
421+ 1.25% |
$38.1K - $46.1K
|
34.1K
$4.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
414+ 17.48% |
$37.5K - $45.3K
|
2.78K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
413+ 4.49% |
$37.4K - $45.2K
|
9.62K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
409+ 2.23% |
$37K - $44.8K
|
18.8K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
400+ 23.49% |
$36.2K - $43.8K
|
2.1K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
399+ 6.52% |
$36.1K - $43.7K
|
6.52K
$768K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
398+ 9.52% |
$36K - $43.6K
|
4.58K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
395+ 0.36% |
$35.8K - $43.2K
|
111K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
391+ 7.64% |
$35.4K - $42.8K
|
5.51K
$650K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
390+ 2.66% |
$35.3K - $42.7K
|
15.1K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
390+ 11.45% |
$35.3K - $42.7K
|
3.8K
$448K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
383+ 2.38% |
$34.7K - $41.9K
|
16.5K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
382+ 5.65% |
$34.6K - $41.8K
|
7.15K
$843K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
380+ 3.86% |
$34.4K - $41.6K
|
10.2K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
371+ 2.47% |
$33.6K - $40.6K
|
15.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
370+ 0.03% |
$33.5K - $40.5K
|
1.23M
$145M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
367+ 10.04% |
$33.2K - $40.2K
|
4.02K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
367+ 0.41% |
$33.2K - $40.2K
|
89.5K
$10.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
362+ 22.17% |
$32.8K - $39.6K
|
2K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
359+ 1.21% |
$32.5K - $39.3K
|
30.1K
$3.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
353+ 14.59% |
$32K - $38.6K
|
2.77K
$327K
|