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 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.12K+ 29.87% |
$464K - $560K
|
22.3K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.12K+ 5.39% |
$463K - $560K
|
100K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.11K+ 1.59% |
$463K - $559K
|
328K
$38.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.1K+ 30.59% |
$462K - $558K
|
21.8K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.08K+ 52.29% |
$460K - $557K
|
14.8K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.05K+ 6.99% |
$458K - $553K
|
77.3K
$9.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.01K+ 15.47% |
$454K - $549K
|
37.4K
$4.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.01K+ 46.3% |
$454K - $549K
|
15.8K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 3.71% |
$453K - $548K
|
140K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.92K+ 17.41% |
$446K - $539K
|
33.2K
$3.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.92K+ 39.89% |
$446K - $539K
|
17.3K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.9K+ 1.73% |
$444K - $536K
|
288K
$33.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.89K+ 88.45% |
$443K - $536K
|
10.4K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.85K+ 2.2% |
$439K - $531K
|
225K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.83KNew |
$438K - $529K
|
4.83K
$566K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.76KNew |
$431K - $521K
|
4.76K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.74K+ 2.94% |
$429K - $519K
|
166K
$19.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
4.68K+ 9.47% |
$424K - $512K
|
54.1K
$6.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.67K+ 12.41% |
$423K - $511K
|
42.3K
$4.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.62KNew |
$418K - $506K
|
4.62K
$541K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.61K+ 17.01% |
$418K - $505K
|
31.7K
$3.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.58K+ 1.31% |
$415K - $502K
|
353K
$41.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.54K+ 4.8% |
$411K - $497K
|
99.2K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.51KNew |
$409K - $494K
|
4.51K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.5K+ 47.58% |
$407K - $492K
|
13.9K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
4.5K+ 49.95% |
$407K - $492K
|
13.5K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
4.41K+ 2.51% |
$400K - $483K
|
180K
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.4K+ 5.62% |
$399K - $482K
|
82.7K
$9.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
4.4K+ 2.3% |
$399K - $482K
|
196K
$22.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 6.02% |
$398K - $481K
|
77.3K
$9.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
4.35K+ 3.7% |
$394K - $477K
|
122K
$14.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
4.29K+ 7.24% |
$389K - $470K
|
63.6K
$7.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.28K+ 33.29% |
$388K - $469K
|
17.1K
$2.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.26KNew |
$385K - $466K
|
4.26K
$498K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.23K+ 1.85% |
$383K - $464K
|
233K
$27.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.2K+ 12.32% |
$380K - $460K
|
38.3K
$4.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.18K+ 8.3% |
$379K - $458K
|
54.6K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.12K+ 66.66% |
$373K - $452K
|
10.3K
$1.21M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
4.12KNew |
$373K - $451K
|
4.12K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.09K+ 7.98% |
$370K - $448K
|
55.3K
$6.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.08K+ 3.01% |
$369K - $447K
|
140K
$16.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.07K+ 12.47% |
$368K - $445K
|
36.7K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.99KNew |
$361K - $437K
|
3.99K
$467K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.92K+ 141.26% |
$355K - $429K
|
6.7K
$784K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.91K+ 10.56% |
$354K - $428K
|
40.9K
$4.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
3.85K+ 2.4% |
$348K - $421K
|
164K
$19.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.85K+ 38.23% |
$348K - $421K
|
13.9K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.83K+ 3.51% |
$347K - $419K
|
113K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.82K+ 8.73% |
$346K - $418K
|
47.6K
$5.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.82K+ 92.36% |
$346K - $418K
|
7.96K
$932K
|