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 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.02K+ 3.18% |
$1.03M - $1.09M
|
293K
$34.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.81K+ 12.54% |
$1.01M - $1.07M
|
79K
$9.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
8.73K+ 5.54% |
$998K - $1.06M
|
166K
$19.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.4K+ 26.33% |
$960K - $1.02M
|
40.3K
$4.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
8.35K+ 2.37% |
$954K - $1.01M
|
361K
$42.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.22K+ 35.51% |
$939K - $996K
|
31.4K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.1K+ 2.54% |
$926K - $982K
|
327K
$38.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
7.63K+ 33.09% |
$872K - $925K
|
30.7K
$3.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.45K+ 1.79% |
$851K - $903K
|
424K
$49.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.34K+ 4.38% |
$839K - $889K
|
175K
$20.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.27K+ 100.0% |
$830K - $880K
|
14.5K
$1.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.68KNew |
$763K - $809K
|
6.68K
$780K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.45K+ 2.58% |
$737K - $781K
|
257K
$30M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
6.43K+ 12.09% |
$735K - $779K
|
59.6K
$6.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.4K+ 12.42% |
$731K - $775K
|
57.9K
$6.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
6.1K+ 9.02% |
$697K - $739K
|
73.7K
$8.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.03K+ 50.78% |
$689K - $730K
|
17.9K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
6.03K+ 77.94% |
$688K - $730K
|
13.8K
$1.61M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.96K+ 4.2% |
$681K - $722K
|
148K
$17.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.66K+ 147.68% |
$646K - $685K
|
9.49K
$1.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.44KNew |
$621K - $658K
|
5.44K
$635K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 2.59% |
$617K - $654K
|
214K
$25M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.33K+ 24.25% |
$609K - $645K
|
27.3K
$3.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.3KNew |
$606K - $642K
|
5.3K
$619K
|
|
|
Jan 23, 2026
Q4 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5.28K+ 37.39% |
$603K - $640K
|
19.4K
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.2K+ 6.47% |
$594K - $630K
|
85.6K
$10M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.17K+ 8.96% |
$591K - $626K
|
62.9K
$7.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.11K+ 7.67% |
$584K - $619K
|
71.8K
$8.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
4.89K+ 11.42% |
$559K - $592K
|
47.7K
$5.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.75K+ 16.24% |
$543K - $576K
|
34K
$3.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.66K+ 16.71% |
$532K - $564K
|
32.5K
$3.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
4.51K+ 28.68% |
$515K - $546K
|
20.2K
$2.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.51K+ 51.42% |
$515K - $546K
|
13.3K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
4.32K+ 1675.19% |
$494K - $524K
|
4.58K
$535K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
4.32K+ 34.34% |
$493K - $523K
|
16.9K
$1.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.21K+ 10.11% |
$481K - $510K
|
45.8K
$5.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2K+ 7.94% |
$479K - $508K
|
57.1K
$6.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.13K+ 15.87% |
$472K - $501K
|
30.2K
$3.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.98K+ 1.9% |
$455K - $482K
|
214K
$25M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
3.97KNew |
$453K - $480K
|
3.97K
$463K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.93K+ 2.48% |
$449K - $476K
|
162K
$19M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.83K+ 162.25% |
$438K - $464K
|
6.2K
$724K
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.82K+ 3.31% |
$437K - $463K
|
119K
$13.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.76K+ 72.06% |
$430K - $456K
|
8.99K
$1.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.75K+ 4.5% |
$429K - $454K
|
87K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.62K+ 11.74% |
$413K - $438K
|
34.4K
$4.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.58K+ 3.15% |
$409K - $433K
|
117K
$13.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
3.53K+ 1.58% |
$404K - $428K
|
227K
$26.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.51K+ 18.43% |
$402K - $426K
|
22.6K
$2.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$401K - $425K
|
3.51K
$410K
|
|