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 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
918+ 4.37% |
$83.1K - $101K
|
21.9K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
897+ 9.36% |
$81.2K - $98.2K
|
10.5K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
895+ 1.41% |
$81.1K - $98K
|
64.4K
$7.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
815+ 1.17% |
$73.8K - $89.2K
|
70.3K
$7.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
799+ 31.73% |
$72.4K - $87.5K
|
3.32K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
700+ 3.44% |
$63.4K - $76.6K
|
21K
$2.33M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
689+ 4.85% |
$62.4K - $75.4K
|
14.9K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
648+ 2.38% |
$58.7K - $70.9K
|
27.9K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
640+ 0.31% |
$58K - $70.1K
|
205K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
603+ 4.26% |
$54.6K - $66K
|
14.8K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
542+ 11.83% |
$49.1K - $59.3K
|
5.12K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
528+ 22.01% |
$47.8K - $57.8K
|
2.93K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
508+ 7.95% |
$46K - $55.6K
|
6.89K
$765K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
505+ 1.34% |
$45.7K - $55.3K
|
38.2K
$4.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
460+ 21.23% |
$41.7K - $50.4K
|
2.63K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
459+ 2.53% |
$41.6K - $50.3K
|
18.6K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
455+ 2.0% |
$41.2K - $49.8K
|
23.2K
$2.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
414+ 17.48% |
$37.5K - $45.3K
|
2.78K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
362+ 22.17% |
$32.8K - $39.6K
|
2K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
351New |
$31.8K - $38.4K
|
351
$38.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 3.51% |
$30.8K - $37.2K
|
10K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
335+ 16.18% |
$30.3K - $36.7K
|
2.41K
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
329+ 7.0% |
$29.8K - $36K
|
5.03K
$558K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
300+ 1.62% |
$27.2K - $32.8K
|
18.9K
$2.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
272New |
$24.6K - $29.8K
|
272
$30.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
257+ 0.47% |
$23.3K - $28.1K
|
55.4K
$6.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
241+ 9.05% |
$21.8K - $26.4K
|
2.91K
$322K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
230+ 4.27% |
$20.8K - $25.2K
|
5.61K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
224+ 1.46% |
$20.3K - $24.5K
|
15.6K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
210+ 4.05% |
$19K - $23K
|
5.39K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
190+ 8.2% |
$17.2K - $20.8K
|
2.51K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
183+ 5.92% |
$16.6K - $20K
|
3.27K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
182+ 0.51% |
$16.5K - $19.9K
|
36.1K
$4M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
181+ 0.09% |
$16.4K - $19.8K
|
207K
$22.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
160+ 11.96% |
$14.5K - $17.5K
|
1.5K
$166K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
151+ 1.94% |
$13.7K - $16.5K
|
7.92K
$879K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
128+ 5.62% |
$11.6K - $14K
|
2.41K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
127+ 4.4% |
$11.5K - $13.9K
|
3.01K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
123+ 0.61% |
$11.1K - $13.5K
|
20.3K
$2.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
121+ 121.0% |
$11K - $13.2K
|
221
$24.5K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.54% |
$9.78K - $11.8K
|
2.49K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
87+ 2.51% |
$7.88K - $9.53K
|
3.55K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
86+ 30.07% |
$7.79K - $9.42K
|
372
$41.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
86+ 1.62% |
$7.79K - $9.42K
|
5.39K
$599K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 2.12% |
$7.7K - $9.31K
|
4.1K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
80+ 2.76% |
$7.24K - $8.76K
|
2.98K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
79+ 0.47% |
$7.15K - $8.65K
|
16.8K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
70+ 0.46% |
$6.34K - $7.66K
|
15.2K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
65+ 0.68% |
$5.89K - $7.12K
|
9.59K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
56+ 0.53% |
$5.07K - $6.13K
|
10.5K
$1.17M
|