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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
55.7K+ 21.45% |
$6.36M - $6.75M
|
315K
$36.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
49.8K+ 84.68% |
$5.69M - $6.03M
|
109K
$12.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.6K+ 23.47% |
$3.73M - $3.95M
|
172K
$20M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
31KNew |
$3.54M - $3.75M
|
31K
$3.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.3K+ 7.66% |
$3.34M - $3.54M
|
411K
$48M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
25.8K+ 22.27% |
$2.94M - $3.12M
|
141K
$16.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.87% |
$2.45M - $2.59M
|
461K
$53.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11K+ 38.03% |
$1.26M - $1.33M
|
39.9K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.1KNew |
$1.15M - $1.22M
|
10.1K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.02K+ 3.18% |
$1.03M - $1.09M
|
293K
$34.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.22K+ 35.51% |
$939K - $996K
|
31.4K
$3.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
7.63K+ 33.09% |
$872K - $925K
|
30.7K
$3.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.27K+ 100.0% |
$830K - $880K
|
14.5K
$1.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.44KNew |
$621K - $658K
|
5.44K
$635K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.33K+ 24.25% |
$609K - $645K
|
27.3K
$3.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.66K+ 16.71% |
$532K - $564K
|
32.5K
$3.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.13K+ 15.87% |
$472K - $501K
|
30.2K
$3.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.51K+ 18.43% |
$402K - $426K
|
22.6K
$2.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.5KNew |
$400K - $424K
|
3.5K
$409K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.11K+ 7.9% |
$355K - $377K
|
42.5K
$4.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
2.88KNew |
$329K - $348K
|
2.88K
$336K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.84K+ 3.58% |
$324K - $344K
|
82.1K
$9.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.76K+ 6.79% |
$315K - $334K
|
43.4K
$5.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.47K+ 18.54% |
$282K - $299K
|
15.8K
$1.84M
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.34K+ 1.36% |
$267K - $283K
|
175K
$20.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2.1KNew |
$240K - $254K
|
2.1K
$245K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.07K+ 1.09% |
$236K - $251K
|
192K
$22.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.97K+ 3.43% |
$225K - $238K
|
59.4K
$6.94M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.77K+ 8.02% |
$202K - $214K
|
23.8K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.72K+ 2.08% |
$197K - $208K
|
84.4K
$9.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.67KNew |
$191K - $203K
|
1.67K
$195K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.67KNew |
$191K - $202K
|
1.67K
$195K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.31K+ 25.97% |
$150K - $159K
|
6.36K
$743K
|
|
|
Jan 08, 2026
Q4 2025
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
1.3K+ 1.44% |
$149K - $158K
|
91.4K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.22K+ 3.14% |
$139K - $147K
|
40K
$4.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.07K+ 25.87% |
$123K - $130K
|
5.23K
$611K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
1.05K+ 0.85% |
$120K - $127K
|
124K
$14.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
990+ 1.21% |
$113K - $120K
|
82.5K
$9.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
BUY
|
- |
860+ 7.76% |
$98.3K - $104K
|
11.9K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
841+ 1.19% |
$96.1K - $102K
|
71.8K
$8.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
785+ 0.87% |
$89.7K - $95.1K
|
90.5K
$10.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
758+ 4.21% |
$86.6K - $91.8K
|
18.8K
$2.19M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
720+ 8.56% |
$82.3K - $87.2K
|
9.13K
$1.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
687New |
$78.5K - $83.2K
|
687
$80.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
602+ 2.31% |
$68.8K - $72.9K
|
26.6K
$3.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
548+ 4.91% |
$62.6K - $66.4K
|
11.7K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
539+ 8.77% |
$61.6K - $65.3K
|
6.68K
$781K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
529+ 5.33% |
$60.4K - $64.1K
|
10.5K
$1.22M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
505+ 0.9% |
$57.7K - $61.2K
|
56.6K
$6.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
453+ 1.49% |
$51.8K - $54.9K
|
30.9K
$3.61M
|
|