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 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78.3KNew |
$7.09M - $8.57M
|
78.3K
$9.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
78.2K+ 28.81% |
$7.09M - $8.57M
|
350K
$41M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
73K+ 23.44% |
$6.61M - $7.99M
|
384K
$45M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
71.4K+ 13.39% |
$6.46M - $7.82M
|
605K
$70.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.7K+ 5.93% |
$6.31M - $7.63M
|
1.24M
$146M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
61.4KNew |
$5.56M - $6.73M
|
61.4K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
59.1K+ 44.37% |
$5.36M - $6.48M
|
192K
$22.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58K+ 8.97% |
$5.26M - $6.35M
|
705K
$82.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
57.4K+ 17.64% |
$5.2M - $6.28M
|
383K
$44.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57K+ 50.55% |
$5.16M - $6.24M
|
170K
$19.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
56KNew |
$5.07M - $6.13M
|
56K
$6.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
55.3K+ 18.93% |
$5M - $6.05M
|
347K
$40.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
52.3K+ 27.14% |
$4.74M - $5.73M
|
245K
$28.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
51.5K+ 11.75% |
$4.66M - $5.63M
|
490K
$57.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
50K+ 45.55% |
$4.53M - $5.48M
|
160K
$18.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
50K+ 4.77% |
$4.53M - $5.47M
|
1.1M
$129M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50K+ 5.41% |
$4.53M - $5.47M
|
974K
$114M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.7K+ 233.1% |
$4.5M - $5.44M
|
71K
$8.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
49.4K+ 99.22% |
$4.48M - $5.41M
|
99.3K
$11.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
47.6K+ 112.26% |
$4.31M - $5.21M
|
90K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.7K+ 203.6% |
$4.05M - $4.9M
|
66.7K
$7.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
44.1K+ 1.98% |
$3.99M - $4.83M
|
2.27M
$265M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
43.9K+ 37.16% |
$3.98M - $4.81M
|
162K
$19M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
43.8K+ 17.6% |
$3.96M - $4.79M
|
292K
$34.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
43K+ 14.11% |
$3.89M - $4.7M
|
347K
$40.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.2K+ 3.78% |
$3.64M - $4.41M
|
1.1M
$129M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
39.6K+ 61.3% |
$3.58M - $4.33M
|
104K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.4K+ 19.61% |
$3.57M - $4.31M
|
240K
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
38.5K+ 20.52% |
$3.48M - $4.21M
|
226K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
38K+ 15.74% |
$3.45M - $4.17M
|
280K
$32.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
38KNew |
$3.44M - $4.16M
|
38K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.2K+ 1924.34% |
$3.37M - $4.08M
|
39.2K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.4K+ 20.7% |
$3.3M - $3.99M
|
212K
$24.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
35.9K+ 9.42% |
$3.25M - $3.93M
|
417K
$48.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.7K+ 51.45% |
$3.24M - $3.91M
|
105K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
35.7K+ 10.43% |
$3.24M - $3.91M
|
378K
$44.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
35.4KNew |
$3.21M - $3.88M
|
35.4K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
35K+ 0.92% |
$3.17M - $3.83M
|
3.83M
$449M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
34.1K+ 64.79% |
$3.09M - $3.73M
|
86.7K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
33.5KNew |
$3.04M - $3.67M
|
33.5K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
33.4K+ 4.19% |
$3.02M - $3.65M
|
830K
$97.3M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
32.8K+ 13.17% |
$2.97M - $3.59M
|
282K
$33M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
31.9KNew |
$2.89M - $3.49M
|
31.9K
$3.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
30.9K+ 25.54% |
$2.79M - $3.38M
|
152K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
30.8K+ 31.32% |
$2.79M - $3.38M
|
129K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
30.7K+ 7.06% |
$2.78M - $3.36M
|
466K
$54.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.7K+ 1.97% |
$2.78M - $3.36M
|
1.59M
$186M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
30.3K+ 13.6% |
$2.74M - $3.32M
|
253K
$29.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
30.2KNew |
$2.73M - $3.3M
|
30.2K
$3.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
29.6K+ 8.94% |
$2.68M - $3.24M
|
361K
$42.3M
|