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
|
Trust CO Of Virginia
|
BUY
|
- |
56+ 0.53% |
$5.07K - $6.13K
|
10.5K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
54+ 0.53% |
$4.89K - $5.91K
|
10.3K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
53+ 0.7% |
$4.8K - $5.8K
|
7.67K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
53+ 0.89% |
$4.8K - $5.8K
|
6.03K
$711K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
52+ 1.81% |
$4.71K - $5.69K
|
2.92K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
50+ 0.37% |
$4.53K - $5.47K
|
13.7K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
50+ 1.34% |
$4.53K - $5.47K
|
3.77K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
48+ 0.21% |
$4.35K - $5.26K
|
22.5K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
48New |
$4.35K - $5.26K
|
48
$5.66K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
BUY
|
- |
48+ 0.62% |
$4.35K - $5.26K
|
7.85K
$925K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
47+ 0.23% |
$4.26K - $5.15K
|
20.8K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
46+ 8.23% |
$4.17K - $5.04K
|
605
$71.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45+ 36.0% |
$4.08K - $4.93K
|
170
$20K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
45+ 0.12% |
$4.08K - $4.93K
|
36.9K
$4.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
45+ 0.4% |
$4.08K - $4.93K
|
11.4K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
43+ 1.02% |
$3.89K - $4.71K
|
4.26K
$502K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
40+ 1.43% |
$3.62K - $4.38K
|
2.84K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
40+ 0.35% |
$3.62K - $4.38K
|
11.5K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
40+ 1.53% |
$3.62K - $4.38K
|
2.66K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.23% |
$3.62K - $4.38K
|
17.1K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 0.16% |
$3.53K - $4.27K
|
24.3K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
38+ 1.73% |
$3.44K - $4.16K
|
2.23K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
38+ 0.2% |
$3.44K - $4.16K
|
18.9K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37+ 1.64% |
$3.35K - $4.05K
|
2.29K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
35+ 15.56% |
$3.17K - $3.83K
|
260
$30.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
34+ 0.15% |
$3.08K - $3.72K
|
23.5K
$2.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
34+ 1.58% |
$3.08K - $3.72K
|
2.19K
$258K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
34+ 0.76% |
$3.08K - $3.72K
|
4.53K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
33+ 0.47% |
$2.99K - $3.61K
|
6.99K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.24% |
$2.99K - $3.61K
|
13.7K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
32+ 0.34% |
$2.9K - $3.5K
|
9.46K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
32+ 8.49% |
$2.9K - $3.5K
|
409
$48.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
31+ 41.33% |
$2.81K - $3.39K
|
106
$12.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.98% |
$2.72K - $3.28K
|
3.09K
$364K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30+ 25.64% |
$2.72K - $3.28K
|
147
$17.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29+ 0.68% |
$2.63K - $3.18K
|
4.29K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
29+ 0.26% |
$2.63K - $3.18K
|
11.2K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28+ 0.11% |
$2.54K - $3.07K
|
25.6K
$3.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
28+ 1.02% |
$2.54K - $3.07K
|
2.76K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
28+ 0.37% |
$2.54K - $3.07K
|
7.63K
$900K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
27+ 1.04% |
$2.45K - $2.96K
|
2.63K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
26+ 0.27% |
$2.35K - $2.85K
|
9.82K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.12% |
$2.26K - $2.74K
|
20.8K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
25+ 0.65% |
$2.26K - $2.74K
|
3.87K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
24+ 0.02% |
$2.17K - $2.63K
|
98.9K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
24+ 0.26% |
$2.17K - $2.63K
|
9.34K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.5% |
$2.17K - $2.63K
|
4.83K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
23+ 9.27% |
$2.08K - $2.52K
|
271
$32K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
22+ 0.41% |
$1.99K - $2.41K
|
5.4K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.27% |
$1.9K - $2.3K
|
7.83K
$923K
|