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
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.2KNew |
$925K - $1.12M
|
10.2K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
10.2K+ 13.05% |
$925K - $1.12M
|
88.5K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
10.1K+ 10.57% |
$915K - $1.11M
|
106K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.96KNew |
$902K - $1.09M
|
9.96K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.89K+ 35.93% |
$896K - $1.08M
|
37.4K
$4.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9.88K+ 2.96% |
$894K - $1.08M
|
344K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
9.58K+ 4.29% |
$867K - $1.05M
|
233K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9.48K+ 7.46% |
$858K - $1.04M
|
137K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.43K+ 7.26% |
$854K - $1.03M
|
139K
$16.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
9.4K+ 14.05% |
$851K - $1.03M
|
76.3K
$8.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.37K+ 2.29% |
$848K - $1.03M
|
419K
$49.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
9.28KNew |
$840K - $1.02M
|
9.28K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.19K+ 2.26% |
$832K - $1.01M
|
416K
$48.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
9.12K+ 16.45% |
$825K - $998K
|
64.5K
$7.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
9.11K+ 6.33% |
$825K - $997K
|
153K
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
9.02K+ 7.53% |
$817K - $987K
|
129K
$15.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
8.96K+ 67.1% |
$812K - $981K
|
22.3K
$2.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
8.89K+ 12.77% |
$805K - $974K
|
78.6K
$9.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.85K+ 21.45% |
$801K - $969K
|
50.1K
$5.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.81K+ 47.26% |
$798K - $965K
|
27.5K
$3.22M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
8.8KNew |
$797K - $963K
|
8.8K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
8.69K+ 17.74% |
$787K - $952K
|
57.7K
$6.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.62K+ 12.58% |
$781K - $944K
|
77.2K
$9.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.5K+ 2.51% |
$769K - $930K
|
347K
$40.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.43K+ 73.32% |
$764K - $923K
|
19.9K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.25K+ 173.64% |
$747K - $903K
|
13K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.22K+ 124.59% |
$744K - $900K
|
14.8K
$1.74M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
8.2K+ 33.61% |
$742K - $898K
|
32.6K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.15K+ 23.41% |
$738K - $892K
|
42.9K
$5.03M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.08KNew |
$731K - $884K
|
8.08K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.05K+ 3.96% |
$729K - $881K
|
211K
$24.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.04K+ 40.2% |
$728K - $881K
|
28.1K
$3.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.96K+ 8.0% |
$721K - $871K
|
107K
$12.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.95K+ 29.41% |
$720K - $871K
|
35K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
7.67K+ 5.45% |
$695K - $840K
|
148K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.66K+ 6.06% |
$694K - $839K
|
134K
$15.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
7.64KNew |
$692K - $837K
|
7.64K
$895K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
7.59K+ 265.43% |
$687K - $831K
|
10.4K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
7.58K+ 5.06% |
$686K - $829K
|
157K
$18.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.56K+ 1.63% |
$684K - $827K
|
471K
$55.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.52K+ 8.75% |
$681K - $823K
|
93.4K
$10.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.47K+ 0.77% |
$677K - $818K
|
978K
$115M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.45K+ 5.91% |
$675K - $816K
|
134K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.45KNew |
$674K - $815K
|
7.45K
$873K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.36K+ 3.02% |
$666K - $806K
|
251K
$29.4M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
7.09KNew |
$642K - $776K
|
7.09K
$830K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.02K+ 12.09% |
$636K - $769K
|
65.1K
$7.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.98K+ 11.42% |
$632K - $764K
|
68.1K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.96K+ 44.64% |
$630K - $762K
|
22.5K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.93K+ 6.62% |
$628K - $759K
|
112K
$13.1M
|