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 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
351New |
$31.8K - $38.4K
|
351
$41.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
348+ 7.92% |
$31.5K - $38.1K
|
4.74K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
348+ 5.22% |
$31.5K - $38.1K
|
7.01K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
347+ 0.19% |
$31.4K - $38K
|
183K
$21.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 3.51% |
$30.8K - $37.2K
|
10K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
339+ 1.18% |
$30.7K - $37.1K
|
29.1K
$3.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
335+ 16.18% |
$30.3K - $36.7K
|
2.41K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
334+ 0.73% |
$30.2K - $36.6K
|
45.8K
$5.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
329+ 7.0% |
$29.8K - $36K
|
5.03K
$593K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
324+ 1.3% |
$29.3K - $35.5K
|
25.2K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
320+ 1.67% |
$29K - $35K
|
19.4K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
317+ 1.68% |
$28.7K - $34.7K
|
19.1K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
312+ 0.43% |
$28.3K - $34.2K
|
72.7K
$8.57M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
312+ 0.16% |
$28.3K - $34.2K
|
189K
$22.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
312+ 6.08% |
$28.3K - $34.2K
|
5.44K
$642K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
312+ 2.84% |
$28.3K - $34.2K
|
11.3K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
308+ 12.88% |
$27.9K - $33.7K
|
2.7K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
301+ 12.07% |
$27.3K - $33K
|
2.8K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
300+ 1.36% |
$27.2K - $32.8K
|
22.3K
$2.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
300+ 12.07% |
$27.2K - $32.8K
|
2.79K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
300+ 1.62% |
$27.2K - $32.8K
|
18.9K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
293+ 3.05% |
$26.5K - $32.1K
|
9.88K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
287+ 0.3% |
$26K - $31.4K
|
97.5K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
279+ 2.08% |
$25.3K - $30.5K
|
13.7K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
277+ 0.79% |
$25.1K - $30.3K
|
35.3K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
277+ 12.18% |
$25.1K - $30.3K
|
2.55K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
275+ 7.91% |
$24.9K - $30.1K
|
3.75K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
273+ 0.92% |
$24.7K - $29.9K
|
29.9K
$3.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
273+ 0.39% |
$24.7K - $29.9K
|
69.6K
$8.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
272New |
$24.6K - $29.8K
|
272
$32.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
271+ 0.58% |
$24.5K - $29.7K
|
47.1K
$5.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
269+ 26900.0% |
$24.4K - $29.5K
|
270
$31.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
258+ 0.22% |
$23.4K - $28.2K
|
119K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
257+ 0.47% |
$23.3K - $28.1K
|
55.4K
$6.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
256+ 12.49% |
$23.2K - $28K
|
2.31K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
251+ 4.66% |
$22.7K - $27.5K
|
5.64K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 18.12% |
$22.6K - $27.4K
|
1.63K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
249+ 6.15% |
$22.5K - $27.3K
|
4.3K
$507K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
249+ 8.0% |
$22.5K - $27.3K
|
3.36K
$396K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
245+ 10.65% |
$22.2K - $26.8K
|
2.55K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
245New |
$22.2K - $26.8K
|
245
$28.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
243+ 10.83% |
$22K - $26.6K
|
2.49K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
241+ 9.05% |
$21.8K - $26.4K
|
2.91K
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
240+ 1.53% |
$21.7K - $26.3K
|
16K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
232+ 1.77% |
$21K - $25.4K
|
13.4K
$1.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
230+ 4.27% |
$20.8K - $25.2K
|
5.61K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
228+ 3.02% |
$20.6K - $25K
|
7.78K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
228+ 0.93% |
$20.6K - $25K
|
24.6K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
227+ 0.38% |
$20.6K - $24.9K
|
60.6K
$7.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
227+ 6.63% |
$20.6K - $24.9K
|
3.65K
$430K
|