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 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$453 - $547
|
4.04K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$453 - $547
|
6.04K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
4+ 0.04% |
$362 - $438
|
9.93K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4+ 0.05% |
$362 - $438
|
7.97K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3+ 0.05% |
$272 - $328
|
5.93K
$700K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.08% |
$272 - $328
|
3.6K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.31% |
$272 - $328
|
972
$115K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.1% |
$272 - $328
|
3.01K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.05% |
$272 - $328
|
6.11K
$720K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$272 - $328
|
5.88K
$693K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3+ 0.02% |
$272 - $328
|
17.7K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.06% |
$181 - $219
|
3.48K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2New |
$181 - $219
|
2
$236
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$181 - $219
|
14K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.12% |
$181 - $219
|
1.67K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.1% |
$181 - $219
|
2K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.04% |
$90.6 - $109
|
2.43K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.05% |
$90.6 - $109
|
2.15K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.03% |
$90.6 - $109
|
3.26K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.21% |
$90.6 - $109
|
480
$56.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.1% |
$90.6 - $109
|
965
$114K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$90.6 - $109
|
4.52K
$532K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.01% |
$90.6 - $109
|
7.31K
$862K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.4% |
$90.6 - $109
|
251
$29.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$90.6 - $109
|
3.16K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$90.6 - $109
|
4.5K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 0.14% |
$90.6 - $109
|
711
$83.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.27% |
$90.6 - $109
|
80
$9.43K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.25% |
$90.6 - $109
|
401
$47.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.32% |
$90.6 - $109
|
317
$37.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$90.6 - $109
|
2.22K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.42% |
$90.6 - $109
|
238
$28.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$90.6 - $109
|
1.78K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.16% |
$90.6 - $109
|
87
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 28, 2025
Q1 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
4.32MNew |
$443M - $518M
|
4.32M
$510M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
180K+ 14.59% |
$18.4M - $21.6M
|
1.41M
$166M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
170K+ 9.33% |
$17.4M - $20.4M
|
1.99M
$235M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
138KNew |
$14.2M - $16.6M
|
138K
$16.3M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
135KNew |
$13.9M - $16.2M
|
135K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
127K+ 4333.72% |
$13M - $15.2M
|
130K
$15.3M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
44.6KNew |
$4.57M - $5.34M
|
44.6K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
40.6KNew |
$4.16M - $4.87M
|
40.6K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
35.8K+ 11.68% |
$3.67M - $4.29M
|
342K
$40.3M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.6KNew |
$3.65M - $4.27M
|
35.6K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
33.3K+ 27.61% |
$3.42M - $4M
|
154K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
30K+ 5.1% |
$3.07M - $3.6M
|
618K
$72.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
29.8K+ 9.59% |
$3.06M - $3.58M
|
341K
$40.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
19.8K+ 2.93% |
$2.03M - $2.37M
|
695K
$81.9M
|
|