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 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
224+ 1.46% |
$20.3K - $24.5K
|
15.6K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
222+ 1.92% |
$20.1K - $24.3K
|
11.8K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
216+ 9.93% |
$19.6K - $23.6K
|
2.39K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
215+ 3.08% |
$19.5K - $23.5K
|
7.2K
$849K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
212+ 5.14% |
$19.2K - $23.2K
|
4.34K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
210+ 4.05% |
$19K - $23K
|
5.39K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
204+ 0.48% |
$18.5K - $22.3K
|
42.7K
$5.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
204+ 6.08% |
$18.5K - $22.3K
|
3.56K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
201+ 5.52% |
$18.2K - $22K
|
3.84K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
200+ 0.72% |
$18.1K - $21.9K
|
28.1K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
200+ 1.46% |
$18.1K - $21.9K
|
13.9K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
197+ 3.17% |
$17.8K - $21.6K
|
6.42K
$757K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
195+ 5.16% |
$17.7K - $21.4K
|
3.97K
$469K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
192+ 0.52% |
$17.4K - $21K
|
37.3K
$4.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
192+ 1.49% |
$17.4K - $21K
|
13.1K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
190+ 8.2% |
$17.2K - $20.8K
|
2.51K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
189+ 2.2% |
$17.1K - $20.7K
|
8.79K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
183+ 5.92% |
$16.6K - $20K
|
3.27K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
182+ 5.91% |
$16.5K - $19.9K
|
3.26K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
182+ 0.51% |
$16.5K - $19.9K
|
36.1K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
181+ 0.09% |
$16.4K - $19.8K
|
207K
$24.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
180+ 4.47% |
$16.3K - $19.7K
|
4.21K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
178New |
$16.1K - $19.5K
|
178
$21K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
176+ 4.21% |
$15.9K - $19.3K
|
4.36K
$514K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
171+ 1.7% |
$15.5K - $18.7K
|
10.2K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
167+ 2.87% |
$15.1K - $18.3K
|
5.99K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
164+ 38.59% |
$14.9K - $18K
|
589
$69.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
164+ 3.92% |
$14.9K - $18K
|
4.35K
$512K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
164+ 3.72% |
$14.9K - $18K
|
4.57K
$539K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
162New |
$14.7K - $17.7K
|
162
$19.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
160+ 11.96% |
$14.5K - $17.5K
|
1.5K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
158+ 4.96% |
$14.3K - $17.3K
|
3.34K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
156+ 1.96% |
$14.1K - $17.1K
|
8.13K
$959K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
155+ 4.58% |
$14K - $17K
|
3.54K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
151+ 1.94% |
$13.7K - $16.5K
|
7.92K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
150New |
$13.6K - $16.4K
|
150
$17.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
150+ 5.84% |
$13.6K - $16.4K
|
2.72K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
138+ 1.85% |
$12.5K - $15.1K
|
7.62K
$898K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
135+ 1.98% |
$12.2K - $14.8K
|
6.94K
$819K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
134+ 3.61% |
$12.1K - $14.7K
|
3.85K
$454K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
132+ 0.54% |
$12K - $14.5K
|
24.4K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
132+ 5.8% |
$12K - $14.5K
|
2.41K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
130New |
$11.8K - $14.2K
|
130
$15.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
128+ 1.73% |
$11.6K - $14K
|
7.55K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
128+ 5.62% |
$11.6K - $14K
|
2.41K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
127+ 92.03% |
$11.5K - $13.9K
|
265
$31.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
127+ 4.4% |
$11.5K - $13.9K
|
3.01K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
124+ 1.22% |
$11.2K - $13.6K
|
10.3K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
123+ 3.46% |
$11.1K - $13.5K
|
3.68K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
123+ 0.61% |
$11.1K - $13.5K
|
20.3K
$2.4M
|