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 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.81K+ 8.17% |
$664K - $704K
|
77K
$9M
|
|
|
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 28, 2026
Q4 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.39K+ 11.92% |
$615K - $653K
|
50.6K
$5.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.33K+ 24.25% |
$609K - $645K
|
27.3K
$3.19M
|
|
|
Jan 27, 2026
Q4 2025
|
Arnold Financial Planning LLC
Hiawatha, IA |
BUY
|
- |
5.31KNew |
$607K - $644K
|
5.31K
$621K
|
|
|
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 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.99K+ 84.37% |
$571K - $605K
|
10.9K
$1.28M
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.9K+ 2.4% |
$560K - $594K
|
209K
$24.5M
|
|
|
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 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.57K+ 4.32% |
$522K - $554K
|
110K
$12.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
4.51K+ 28.68% |
$515K - $546K
|
20.2K
$2.36M
|
|
|
Jan 27, 2026
Q4 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.51K+ 49.28% |
$515K - $546K
|
13.7K
$1.6M
|
|
|
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 27, 2026
Q4 2025
|
High Road Wealth Advisors, LLC
Coos Bay, OR |
BUY
|
- |
4.13KNew |
$472K - $500K
|
4.13K
$483K
|
|
|
Jan 27, 2026
Q4 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.11K+ 7.04% |
$469K - $498K
|
62.5K
$7.3M
|
|
|
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
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
3.5KNew |
$400K - $424K
|
3.5K
$409K
|
|
|
Jan 26, 2026
Q4 2025
|
Adelphi Trust CO
Saint Petersburg, FL |
BUY
|
- |
3.45KNew |
$395K - $418K
|
3.45K
$404K
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.45K+ 1.45% |
$394K - $418K
|
242K
$28.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.39KNew |
$387K - $411K
|
3.39K
$396K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.32K+ 2.58% |
$379K - $402K
|
132K
$15.4M
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.29K+ 1.92% |
$376K - $398K
|
175K
$20.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.14K+ 22.18% |
$358K - $380K
|
17.3K
$2.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.11K+ 3.78% |
$356K - $377K
|
85.5K
$9.99M
|
|
|
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 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.1K+ 3.35% |
$354K - $375K
|
95.5K
$11.2M
|
|