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 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
29.5K+ 13.93% |
$2.67M - $3.23M
|
241K
$28.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
29.4K+ 13.63% |
$2.66M - $3.22M
|
245K
$28.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
28.5K+ 8.12% |
$2.58M - $3.12M
|
379K
$44.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
27.7K+ 5.43% |
$2.51M - $3.03M
|
538K
$63.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.7K+ 46.7% |
$2.51M - $3.03M
|
87K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
27.6K+ 48.67% |
$2.5M - $3.02M
|
84.2K
$9.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
27.6K+ 48.49% |
$2.5M - $3.02M
|
84.4K
$9.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.7K+ 6.1% |
$2.42M - $2.92M
|
464K
$54.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
26.4K+ 91.85% |
$2.39M - $2.89M
|
55.2K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.9K+ 1.81% |
$2.34M - $2.83M
|
1.46M
$171M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.7K+ 49.51% |
$2.33M - $2.81M
|
77.6K
$9.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
25.1K+ 2.16% |
$2.28M - $2.75M
|
1.19M
$139M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.1K+ 12.57% |
$2.27M - $2.75M
|
225K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
24.3K+ 7.24% |
$2.2M - $2.66M
|
360K
$42.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.3K+ 1.69% |
$2.2M - $2.66M
|
1.46M
$171M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24K+ 725.06% |
$2.17M - $2.63M
|
27.3K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
24KNew |
$2.17M - $2.62M
|
24K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.9K+ 29.78% |
$2.17M - $2.62M
|
104K
$12.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
23.4K+ 11.63% |
$2.12M - $2.56M
|
224K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
22.8K+ 12.53% |
$2.06M - $2.49M
|
205K
$24M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
22.5K+ 75.91% |
$2.04M - $2.47M
|
52.2K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
22.3K+ 49.29% |
$2.02M - $2.44M
|
67.6K
$7.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
22.3K+ 19.49% |
$2.02M - $2.44M
|
137K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22.1K+ 3.97% |
$2M - $2.42M
|
579K
$67.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
22K+ 22.78% |
$1.99M - $2.4M
|
118K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
21.8K+ 99.95% |
$1.97M - $2.38M
|
43.5K
$5.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
21K+ 23.22% |
$1.91M - $2.3M
|
112K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 2.83% |
$1.85M - $2.24M
|
742K
$86.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
20.2K+ 88.6% |
$1.83M - $2.21M
|
43K
$5.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
20K+ 9.2% |
$1.81M - $2.19M
|
238K
$27.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.8K+ 2.61% |
$1.8M - $2.17M
|
780K
$91.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.7K+ 6.37% |
$1.78M - $2.16M
|
329K
$38.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.6K+ 7.33% |
$1.78M - $2.15M
|
287K
$33.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.5K+ 80.25% |
$1.77M - $2.14M
|
43.9K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
19.2KNew |
$1.74M - $2.11M
|
19.2K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.2K+ 5.98% |
$1.74M - $2.1M
|
340K
$39.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
19K+ 18.02% |
$1.72M - $2.08M
|
124K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
19K+ 9.45% |
$1.72M - $2.08M
|
219K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.7KNew |
$1.69M - $2.05M
|
18.7K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
18.4K+ 11.7% |
$1.67M - $2.01M
|
176K
$20.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.1K+ 31.16% |
$1.64M - $1.99M
|
76.3K
$8.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
18.1K+ 241.28% |
$1.64M - $1.98M
|
25.6K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
18KNew |
$1.63M - $1.98M
|
18K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17.8K+ 3.11% |
$1.61M - $1.95M
|
591K
$69.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
17.8KNew |
$1.61M - $1.95M
|
17.8K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17.5K+ 42.54% |
$1.58M - $1.91M
|
58.5K
$6.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
17.4K+ 3.7% |
$1.58M - $1.91M
|
488K
$57.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17.3K+ 3.08% |
$1.57M - $1.9M
|
580K
$67.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 67.59% |
$1.56M - $1.88M
|
42.7K
$5M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 188.1% |
$1.53M - $1.86M
|
26K
$3.04M
|