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 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.3K+ 2.91% |
$263K - $279K
|
81.5K
$9.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.26KNew |
$258K - $274K
|
2.26K
$264K
|
|
|
Jan 23, 2026
Q4 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.24K+ 6.23% |
$256K - $272K
|
38.2K
$4.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.22K+ 1.31% |
$254K - $269K
|
172K
$20.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.22K+ 12.69% |
$253K - $269K
|
19.7K
$2.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.2K+ 8.52% |
$252K - $267K
|
28K
$3.27M
|
|
|
Jan 29, 2026
Q4 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.18K+ 61.25% |
$249K - $264K
|
5.73K
$670K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.16KNew |
$247K - $262K
|
2.16K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.15KNew |
$245K - $260K
|
2.15K
$251K
|
|
|
Jan 13, 2026
Q4 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
2.14KNew |
$245K - $260K
|
2.14K
$250K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.11K+ 43.6% |
$242K - $256K
|
6.96K
$814K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2.1KNew |
$240K - $254K
|
2.1K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
2.1K+ 24.94% |
$240K - $254K
|
10.5K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.07K+ 1.09% |
$236K - $251K
|
192K
$22.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.07K+ 137.67% |
$236K - $250K
|
3.57K
$417K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.06KNew |
$236K - $250K
|
2.06K
$241K
|
|
|
Jan 30, 2026
Q4 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.04K+ 8.57% |
$234K - $248K
|
25.9K
$3.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
2.01KNew |
$230K - $244K
|
2.01K
$235K
|
|
|
Jan 29, 2026
Q4 2025
|
Brindle & Bay Financial Advisors, LLC
Frisco, TX |
BUY
|
- |
2.01KNew |
$229K - $243K
|
2.01K
$235K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
2KNew |
$229K - $242K
|
2K
$234K
|
|
|
Jan 29, 2026
Q4 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.99KNew |
$227K - $241K
|
1.99K
$232K
|
|
|
Jan 29, 2026
Q4 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 3.82% |
$226K - $240K
|
53.8K
$6.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.98K+ 3.33% |
$226K - $240K
|
61.4K
$7.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.97K+ 3.43% |
$225K - $238K
|
59.4K
$6.94M
|
|
|
Jan 29, 2026
Q4 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.95K+ 21.01% |
$223K - $236K
|
11.2K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.86K+ 2.1% |
$212K - $225K
|
90.3K
$10.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.85K+ 5.42% |
$211K - $224K
|
36K
$4.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Breachway Investments LLC
Charlestown, RI |
BUY
|
- |
1.84KNew |
$210K - $223K
|
1.84K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.79KNew |
$204K - $217K
|
1.79K
$209K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.77K+ 8.02% |
$202K - $214K
|
23.8K
$2.79M
|
|
|
Jan 26, 2026
Q4 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.77K+ 20.16% |
$202K - $214K
|
10.5K
$1.23M
|
|
|
Jan 29, 2026
Q4 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
1.76K+ 0.9% |
$201K - $213K
|
198K
$23.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.74K+ 1.15% |
$198K - $210K
|
153K
$17.9M
|
|
|
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
|
|