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 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.8K+ 1.78% |
$344K - $416K
|
218K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.72K+ 12.68% |
$337K - $407K
|
33K
$3.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.71K+ 20.91% |
$336K - $406K
|
21.4K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.68K+ 1.67% |
$333K - $402K
|
224K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.67K+ 5.71% |
$333K - $402K
|
68K
$7.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.64K+ 104.33% |
$329K - $398K
|
7.12K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63K+ 10.23% |
$329K - $397K
|
39.1K
$4.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.6K+ 5.35% |
$326K - $394K
|
70.9K
$8.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
3.6K+ 4.93% |
$326K - $394K
|
76.6K
$8.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.56K+ 20.76% |
$322K - $390K
|
20.7K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.54K+ 3.76% |
$321K - $388K
|
97.7K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.54K+ 8.32% |
$321K - $388K
|
46.1K
$5.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.54KNew |
$320K - $387K
|
3.54K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.53K+ 4.13% |
$320K - $387K
|
89.2K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.53K+ 12.29% |
$319K - $386K
|
32.2K
$3.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.49K+ 2.31% |
$316K - $382K
|
155K
$18.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.48K+ 5.24% |
$315K - $381K
|
69.8K
$8.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.48K+ 3.4% |
$315K - $381K
|
106K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
3.46K+ 24.07% |
$314K - $379K
|
17.8K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.46KNew |
$314K - $379K
|
3.46K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.42KNew |
$310K - $375K
|
3.42K
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.41K+ 4.01% |
$309K - $373K
|
88.4K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.41K+ 2.79% |
$308K - $373K
|
125K
$14.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.39K+ 16.36% |
$307K - $371K
|
24.1K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.38K+ 13.3% |
$306K - $371K
|
28.8K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.38K+ 3.25% |
$306K - $370K
|
107K
$12.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
3.38K+ 31.81% |
$306K - $370K
|
14K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.37K+ 2.23% |
$305K - $369K
|
155K
$18.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.37K+ 13.79% |
$305K - $369K
|
27.8K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.35K+ 143.9% |
$303K - $367K
|
5.68K
$665K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.35K+ 0.36% |
$303K - $367K
|
922K
$108M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.33K+ 3.39% |
$302K - $365K
|
102K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.31K+ 13.36% |
$299K - $362K
|
28K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.31K+ 7.21% |
$299K - $362K
|
49.2K
$5.76M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.3KNew |
$299K - $362K
|
3.3K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
3.3K+ 25.11% |
$299K - $361K
|
16.4K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.28K+ 13.56% |
$297K - $359K
|
27.5K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.28K+ 6.31% |
$297K - $359K
|
55.2K
$6.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.27K+ 3.36% |
$296K - $358K
|
101K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.26KNew |
$295K - $357K
|
3.26K
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.23K+ 3.21% |
$293K - $354K
|
104K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.23K+ 3.46% |
$293K - $354K
|
96.5K
$11.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.19K+ 34.26% |
$289K - $350K
|
12.5K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 5.86% |
$287K - $347K
|
57.3K
$6.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3.16K+ 4.53% |
$286K - $346K
|
73K
$8.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
3.16KNew |
$286K - $346K
|
3.16K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.14K+ 4.34% |
$284K - $343K
|
75.4K
$8.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.13KNew |
$283K - $342K
|
3.13K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.12K+ 9.45% |
$283K - $342K
|
36.2K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
3.11K+ 5.91% |
$282K - $340K
|
55.7K
$6.53M
|