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 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.73K+ 18.53% |
$198K - $210K
|
11.1K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.73KNew |
$197K - $209K
|
1.73K
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.73K+ 8.36% |
$197K - $209K
|
22.4K
$2.61M
|
|
|
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 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.72K+ 8.02% |
$196K - $208K
|
23.1K
$2.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
1.72K+ 0.2% |
$196K - $208K
|
847K
$98.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.69KNew |
$193K - $205K
|
1.69K
$197K
|
|
|
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 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.67KNew |
$190K - $202K
|
1.67K
$195K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.63K+ 299.26% |
$186K - $197K
|
2.17K
$254K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.63K+ 11.94% |
$186K - $197K
|
15.2K
$1.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.6KNew |
$183K - $194K
|
1.6K
$187K
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.57K+ 1.75% |
$180K - $191K
|
91.4K
$10.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.57KNew |
$179K - $190K
|
1.57K
$183K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.5K+ 4.17% |
$171K - $182K
|
37.5K
$4.38M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.5K+ 2.84% |
$171K - $181K
|
54.2K
$6.33M
|
|
|
Jan 26, 2026
Q4 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.48K+ 7.05% |
$169K - $179K
|
22.4K
$2.62M
|
|
|
Jan 27, 2026
Q4 2025
|
Busey Wealth Management
|
BUY
|
- |
1.45K+ 6.73% |
$166K - $176K
|
23.1K
$2.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 4.33% |
$160K - $169K
|
33.6K
$3.93M
|
|
|
Jan 27, 2026
Q4 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.39K+ 2.45% |
$158K - $168K
|
57.9K
$6.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.32K+ 13.23% |
$151K - $160K
|
11.3K
$1.32M
|
|
|
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 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.27K+ 0.75% |
$145K - $154K
|
171K
$19.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.26K+ 1.55% |
$144K - $153K
|
83K
$9.7M
|
|
|
Jan 20, 2026
Q4 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.26K+ 8.34% |
$144K - $153K
|
16.4K
$1.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.24K+ 16.74% |
$141K - $150K
|
8.61K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.23KNew |
$141K - $149K
|
1.23K
$144K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.22K+ 3.14% |
$139K - $147K
|
40K
$4.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.21K+ 4.27% |
$139K - $147K
|
29.6K
$3.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.18K+ 4207.14% |
$135K - $143K
|
1.21K
$141K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 1.26% |
$133K - $141K
|
93.4K
$10.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
1.15K+ 3.81% |
$132K - $140K
|
31.4K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.09K+ 3.18% |
$124K - $131K
|
35.2K
$4.11M
|
|
|
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 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 12.41% |
$118K - $126K
|
9.38K
$1.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.03K+ 8.12% |
$117K - $124K
|
13.6K
$1.59M
|
|
|
Jan 26, 2026
Q4 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.02K+ 54.27% |
$116K - $123K
|
2.89K
$337K
|
|
|
Jan 28, 2026
Q4 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1K+ 13.53% |
$114K - $121K
|
8.39K
$980K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
990+ 1.21% |
$113K - $120K
|
82.5K
$9.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
987+ 53.93% |
$113K - $120K
|
2.82K
$329K
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
975+ 1.51% |
$111K - $118K
|
65.4K
$7.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
968+ 1.72% |
$111K - $117K
|
57.3K
$6.7M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
959+ 3.02% |
$110K - $116K
|
32.7K
$3.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
946+ 23.84% |
$108K - $115K
|
4.91K
$574K
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
918+ 2.42% |
$105K - $111K
|
38.9K
$4.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
895+ 4.09% |
$102K - $108K
|
22.8K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
BUY
|
- |
860+ 7.76% |
$98.3K - $104K
|
11.9K
$1.4M
|
|