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 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 0.1% |
$1.9K - $2.3K
|
21.7K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
20+ 0.3% |
$1.81K - $2.19K
|
6.68K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 0.33% |
$1.72K - $2.08K
|
5.81K
$685K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
19+ 0.39% |
$1.72K - $2.08K
|
4.95K
$584K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
18+ 0.83% |
$1.63K - $1.97K
|
2.18K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18+ 0.43% |
$1.63K - $1.97K
|
4.18K
$493K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
17+ 0.21% |
$1.54K - $1.86K
|
8.04K
$947K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
16+ 0.42% |
$1.45K - $1.75K
|
3.81K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.74% |
$1.45K - $1.75K
|
2.18K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
15+ 0.65% |
$1.36K - $1.64K
|
2.34K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
15+ 0.06% |
$1.36K - $1.64K
|
24.4K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
14+ 0.17% |
$1.27K - $1.53K
|
8.34K
$983K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
14+ 0.44% |
$1.27K - $1.53K
|
3.22K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.2% |
$1.27K - $1.53K
|
7.06K
$833K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14+ 0.47% |
$1.27K - $1.53K
|
3.01K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13+ 0.66% |
$1.18K - $1.42K
|
1.97K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
13+ 0.19% |
$1.18K - $1.42K
|
6.72K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 0.63% |
$1.09K - $1.31K
|
1.92K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12+ 0.35% |
$1.09K - $1.31K
|
3.44K
$406K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
12+ 0.57% |
$1.09K - $1.31K
|
2.11K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
11+ 0.25% |
$996 - $1.2K
|
4.34K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.37% |
$996 - $1.2K
|
2.99K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
11+ 2.76% |
$996 - $1.2K
|
409
$48.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11+ 0.36% |
$996 - $1.2K
|
3.07K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
11+ 0.26% |
$996 - $1.2K
|
4.3K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11New |
$996 - $1.2K
|
11
$1.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
11+ 0.35% |
$996 - $1.2K
|
3.18K
$375K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.32% |
$996 - $1.2K
|
3.47K
$410K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
11+ 0.2% |
$996 - $1.2K
|
5.61K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.39% |
$906 - $1.09K
|
2.55K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$906 - $1.09K
|
5.75K
$678K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.26% |
$906 - $1.09K
|
3.9K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
10+ 0.13% |
$906 - $1.09K
|
7.59K
$895K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.24% |
$815 - $985
|
3.72K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$815 - $985
|
2.42K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.17% |
$815 - $985
|
5.28K
$623K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.23% |
$815 - $985
|
3.95K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.33% |
$724 - $876
|
2.4K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
8+ 0.2% |
$724 - $876
|
3.92K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8+ 8.42% |
$724 - $876
|
103
$12.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.2% |
$724 - $876
|
3.92K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8+ 0.24% |
$724 - $876
|
3.32K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8+ 0.14% |
$724 - $876
|
5.81K
$685K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7+ 0.11% |
$634 - $766
|
6.16K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$634 - $766
|
6.11K
$720K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.17% |
$634 - $766
|
4.11K
$484K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7+ 0.03% |
$634 - $766
|
26.1K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7+ 0.03% |
$634 - $766
|
27.2K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
6+ 0.11% |
$543 - $657
|
5.31K
$626K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6+ 0.25% |
$543 - $657
|
2.4K
$283K
|