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 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
122+ 1.43% |
$11K - $13.4K
|
8.67K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
121+ 121.0% |
$11K - $13.2K
|
221
$26.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
117+ 2.6% |
$10.6K - $12.8K
|
4.61K
$544K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 0.78% |
$9.87K - $11.9K
|
14.2K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
108New |
$9.78K - $11.8K
|
108
$12.7K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.54% |
$9.78K - $11.8K
|
2.49K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
106+ 4.45% |
$9.6K - $11.6K
|
2.49K
$293K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
103New |
$9.33K - $11.3K
|
103
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
103+ 0.55% |
$9.33K - $11.3K
|
19K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
103+ 0.31% |
$9.33K - $11.3K
|
33.6K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
102+ 1.03% |
$9.24K - $11.2K
|
10K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 1.37% |
$9.06K - $10.9K
|
7.41K
$874K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
100+ 2.04% |
$9.06K - $10.9K
|
5.01K
$591K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
97+ 3.62% |
$8.78K - $10.6K
|
2.77K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
97+ 0.14% |
$8.78K - $10.6K
|
71.9K
$8.48M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
96+ 0.19% |
$8.69K - $10.5K
|
51.5K
$6.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
95+ 1.07% |
$8.6K - $10.4K
|
8.98K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
93+ 2.75% |
$8.42K - $10.2K
|
3.48K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
89+ 4.47% |
$8.06K - $9.74K
|
2.08K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
87+ 2.51% |
$7.88K - $9.53K
|
3.55K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
86+ 30.07% |
$7.79K - $9.42K
|
372
$43.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
86+ 1.62% |
$7.79K - $9.42K
|
5.39K
$636K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
85+ 0.13% |
$7.7K - $9.31K
|
64.9K
$7.65M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 2.12% |
$7.7K - $9.31K
|
4.1K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
81+ 1.78% |
$7.34K - $8.87K
|
4.63K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
80+ 0.76% |
$7.24K - $8.76K
|
10.5K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
80+ 2.76% |
$7.24K - $8.76K
|
2.98K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
79+ 0.47% |
$7.15K - $8.65K
|
16.8K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
77+ 0.29% |
$6.97K - $8.43K
|
26.8K
$3.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
74+ 0.04% |
$6.7K - $8.1K
|
202K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
73+ 2.79% |
$6.61K - $7.99K
|
2.69K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
73+ 9.62% |
$6.61K - $7.99K
|
832
$98.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
73+ 114.06% |
$6.61K - $7.99K
|
137
$16.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
72+ 0.11% |
$6.52K - $7.88K
|
64.1K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
71+ 16.14% |
$6.43K - $7.77K
|
511
$60.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 0.27% |
$6.43K - $7.77K
|
26.6K
$3.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
71+ 1.29% |
$6.43K - $7.77K
|
5.57K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
70+ 0.91% |
$6.34K - $7.66K
|
7.74K
$913K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
70+ 0.46% |
$6.34K - $7.66K
|
15.2K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
69+ 3.0% |
$6.25K - $7.55K
|
2.37K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
68+ 1.62% |
$6.16K - $7.45K
|
4.26K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
66+ 1.18% |
$5.98K - $7.23K
|
5.64K
$665K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
65+ 0.68% |
$5.89K - $7.12K
|
9.59K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
63+ 1.04% |
$5.71K - $6.9K
|
6.14K
$724K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
62New |
$5.61K - $6.79K
|
62
$7.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
62+ 1.29% |
$5.61K - $6.79K
|
4.87K
$574K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
61+ 1.72% |
$5.52K - $6.68K
|
3.61K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
60+ 3.05% |
$5.43K - $6.57K
|
2.03K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
59+ 9.59% |
$5.34K - $6.46K
|
674
$79.5K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
59+ 0.18% |
$5.34K - $6.46K
|
32K
$3.78M
|