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
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16.8K+ 8.47% |
$1.52M - $1.84M
|
215K
$25.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.7K+ 511.05% |
$1.52M - $1.83M
|
20K
$2.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.5K+ 3.11% |
$1.5M - $1.81M
|
548K
$64.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
16.3K+ 147.24% |
$1.48M - $1.78M
|
27.4K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.7KNew |
$1.42M - $1.72M
|
15.7K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15.3K+ 3.0% |
$1.38M - $1.67M
|
524K
$61.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
15.2KNew |
$1.38M - $1.67M
|
15.2K
$1.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 3.11% |
$1.37M - $1.66M
|
504K
$59M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15.2K+ 85.7% |
$1.37M - $1.66M
|
32.8K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1K+ 337.1% |
$1.37M - $1.65M
|
19.6K
$2.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15K+ 6.64% |
$1.36M - $1.64M
|
241K
$28.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
15K+ 2.35% |
$1.36M - $1.64M
|
652K
$76.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
15K+ 44.25% |
$1.36M - $1.64M
|
48.8K
$5.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
14.9K+ 1.04% |
$1.35M - $1.63M
|
1.45M
$170M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.7K+ 18118.52% |
$1.33M - $1.61M
|
14.8K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.5K+ 8.66% |
$1.31M - $1.59M
|
182K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
13.9KNew |
$1.26M - $1.52M
|
13.9K
$1.63M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.4K+ 22.69% |
$1.22M - $1.47M
|
72.7K
$8.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 1.59% |
$1.2M - $1.45M
|
842K
$98.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
13.2K+ 35586.49% |
$1.19M - $1.44M
|
13.2K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13.1K+ 3.51% |
$1.19M - $1.44M
|
387K
$45.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.1K+ 9.71% |
$1.19M - $1.43M
|
148K
$17.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.4K+ 2.4% |
$1.13M - $1.36M
|
531K
$62.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
12.1KNew |
$1.1M - $1.33M
|
12.1K
$1.42M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
12.1KNew |
$1.1M - $1.33M
|
12.1K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
12.1K+ 3.62% |
$1.09M - $1.32M
|
345K
$40.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12K+ 5.51% |
$1.09M - $1.31M
|
230K
$26.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11.7K+ 18.72% |
$1.06M - $1.28M
|
74.1K
$8.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
11.7KNew |
$1.06M - $1.28M
|
11.7K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.6K+ 212.09% |
$1.05M - $1.27M
|
17.1K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 9.34% |
$1.04M - $1.26M
|
135K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.5K+ 2.46% |
$1.04M - $1.26M
|
479K
$56.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.5KNew |
$1.04M - $1.25M
|
11.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
11.5K+ 9.9% |
$1.04M - $1.25M
|
127K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.4K+ 8.76% |
$1.04M - $1.25M
|
142K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11.4K+ 1.02% |
$1.03M - $1.25M
|
1.12M
$132M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
11.3K+ 144.35% |
$1.02M - $1.23M
|
19.1K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
11.2K+ 6.11% |
$1.02M - $1.23M
|
195K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 78.2% |
$1.02M - $1.23M
|
25.6K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.2KNew |
$1.01M - $1.22M
|
11.2K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.1K+ 7.34% |
$1M - $1.21M
|
162K
$19M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11K+ 393.03% |
$996K - $1.2M
|
13.8K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 7.48% |
$973K - $1.18M
|
154K
$18.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.7K+ 10.82% |
$968K - $1.17M
|
109K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 23.96% |
$967K - $1.17M
|
55.3K
$6.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
10.6K+ 13.56% |
$956K - $1.16M
|
88.4K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.4K+ 37.68% |
$945K - $1.14M
|
38.1K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 5.29% |
$938K - $1.13M
|
206K
$24.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
10.3K+ 13.13% |
$932K - $1.13M
|
88.7K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 9.19% |
$930K - $1.12M
|
122K
$14.3M
|