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
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.82K+ 8.73% |
$346K - $418K
|
47.6K
$5.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.82K+ 92.36% |
$346K - $418K
|
7.96K
$883K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.67K+ 5.71% |
$333K - $402K
|
68K
$7.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.64K+ 104.33% |
$329K - $398K
|
7.12K
$790K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.49K+ 2.31% |
$316K - $382K
|
155K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.48K+ 5.24% |
$315K - $381K
|
69.8K
$7.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.38K+ 13.3% |
$306K - $371K
|
28.8K
$3.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.35K+ 0.36% |
$303K - $367K
|
922K
$102M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 5.86% |
$287K - $347K
|
57.3K
$6.36M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
3.06K+ 2.47% |
$277K - $335K
|
127K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 13.91% |
$271K - $328K
|
24.5K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.94K+ 12.75% |
$266K - $321K
|
26K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.76KNew |
$250K - $302K
|
2.76K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.54K+ 0.72% |
$230K - $278K
|
353K
$39.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.38K+ 10.03% |
$215K - $260K
|
26.1K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.31K+ 3.59% |
$209K - $253K
|
66.6K
$7.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2.3KNew |
$208K - $252K
|
2.3K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.19KNew |
$198K - $240K
|
2.19K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.17K+ 9.45% |
$197K - $238K
|
25.2K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 3.17% |
$195K - $236K
|
70.1K
$7.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$187K - $226K
|
2.06K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.05K+ 7.55% |
$186K - $224K
|
29.2K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2K+ 5.85% |
$181K - $219K
|
36.2K
$4.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.98K+ 4.31% |
$179K - $216K
|
47.8K
$5.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.95KNew |
$176K - $213K
|
1.95K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 7.35% |
$176K - $213K
|
28.4K
$3.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$209K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$166K - $201K
|
1.84K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.76K+ 31.57% |
$159K - $193K
|
7.33K
$813K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.75K+ 5.72% |
$159K - $192K
|
32.4K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.75K+ 13.11% |
$158K - $191K
|
15.1K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.65K+ 3.07% |
$149K - $180K
|
55.2K
$6.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.64K+ 10.97% |
$148K - $179K
|
16.6K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.51K+ 11.95% |
$137K - $165K
|
14.2K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.48K+ 14.85% |
$134K - $162K
|
11.5K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 7.35% |
$131K - $158K
|
21.1K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.44K+ 4.22% |
$130K - $158K
|
35.5K
$3.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.43K+ 3.72% |
$129K - $156K
|
39.8K
$4.41M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.42K+ 8.93% |
$129K - $156K
|
17.4K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.42K+ 2.48% |
$128K - $155K
|
58.6K
$6.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38K+ 47.68% |
$125K - $151K
|
4.27K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.34K+ 1.31% |
$121K - $147K
|
104K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.29K+ 6.13% |
$117K - $141K
|
22.4K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 6.87% |
$116K - $141K
|
20K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 0.71% |
$103K - $125K
|
162K
$18M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.1K+ 0.65% |
$99.7K - $121K
|
170K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
983+ 110.57% |
$89K - $108K
|
1.87K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
952+ 7.74% |
$86.2K - $104K
|
13.2K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
945+ 3.83% |
$85.6K - $103K
|
25.6K
$2.84M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
940+ 1.85% |
$85.1K - $103K
|
51.9K
$5.76M
|