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
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
602+ 1135.85% |
$68.8K - $72.9K
|
655
$76.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
602+ 2.31% |
$68.8K - $72.9K
|
26.6K
$3.11M
|
|
|
Jan 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
599+ 3.73% |
$68.4K - $72.6K
|
16.7K
$1.95M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
591+ 2.99% |
$67.5K - $71.6K
|
20.4K
$2.38M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
588+ 1.32% |
$67.2K - $71.2K
|
45K
$5.26M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
583+ 6.76% |
$66.6K - $70.6K
|
9.21K
$1.08M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
579+ 4.46% |
$66.2K - $70.1K
|
13.6K
$1.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
576+ 1.88% |
$65.8K - $69.8K
|
31.2K
$3.65M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
570+ 2.81% |
$65.1K - $69.1K
|
20.9K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
553+ 3.44% |
$63.2K - $67K
|
16.6K
$1.94M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
552+ 1.84% |
$63.1K - $66.9K
|
30.5K
$3.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
548+ 4.91% |
$62.6K - $66.4K
|
11.7K
$1.37M
|
|
|
Jan 29, 2026
Q4 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
547+ 8.58% |
$62.5K - $66.3K
|
6.92K
$809K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
542+ 4.48% |
$61.9K - $65.7K
|
12.7K
$1.48M
|
|
|
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 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
503+ 34.01% |
$57.5K - $60.9K
|
1.98K
$232K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
503+ 8.28% |
$57.5K - $60.9K
|
6.58K
$768K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
502+ 16.66% |
$57.4K - $60.8K
|
3.52K
$411K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
496New |
$56.7K - $60.1K
|
496
$58K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
472+ 0.68% |
$53.9K - $57.2K
|
70.3K
$8.21M
|
|
|
Jan 29, 2026
Q4 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
465+ 0.88% |
$53.1K - $56.3K
|
53.1K
$6.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
456+ 0.91% |
$52.1K - $55.2K
|
50.7K
$5.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
453+ 1.49% |
$51.8K - $54.9K
|
30.9K
$3.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
449+ 4.61% |
$51.3K - $54.4K
|
10.2K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
439+ 2.56% |
$50.2K - $53.2K
|
17.6K
$2.05M
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
424+ 0.55% |
$48.5K - $51.4K
|
77.9K
$9.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
410+ 16.07% |
$46.9K - $49.7K
|
2.96K
$346K
|
|
|
Jan 29, 2026
Q4 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
402+ 1.5% |
$45.9K - $48.7K
|
27.2K
$3.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
391+ 1.37% |
$44.7K - $47.4K
|
28.9K
$3.37M
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
387+ 0.53% |
$44.2K - $46.9K
|
73.2K
$8.55M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
385+ 0.46% |
$44K - $46.6K
|
84.6K
$9.89M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
384New |
$43.9K - $46.5K
|
384
$44.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
375+ 24.53% |
$42.9K - $45.4K
|
1.9K
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
362+ 3.96% |
$41.4K - $43.9K
|
9.5K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
356+ 6.09% |
$40.7K - $43.1K
|
6.2K
$725K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
354+ 4.82% |
$40.5K - $42.9K
|
7.7K
$899K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
353+ 0.94% |
$40.3K - $42.8K
|
38K
$4.44M
|
|
|
Jan 28, 2026
Q4 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
350+ 0.58% |
$40K - $42.4K
|
60.7K
$7.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
347+ 2.29% |
$39.7K - $42K
|
15.5K
$1.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
347+ 0.3% |
$39.7K - $42K
|
118K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
345+ 1.35% |
$39.4K - $41.8K
|
26K
$3.03M
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Advisors LLC
|
BUY
|
- |
338+ 3.03% |
$38.6K - $40.9K
|
11.5K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
336+ 16.33% |
$38.4K - $40.7K
|
2.39K
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
334+ 2.13% |
$38.2K - $40.5K
|
16K
$1.87M
|
|
|
Jan 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
326+ 18.3% |
$37.3K - $39.5K
|
2.11K
$246K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
321+ 10.44% |
$36.7K - $38.9K
|
3.4K
$397K
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
318+ 9.06% |
$36.3K - $38.5K
|
3.83K
$447K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
316+ 5.22% |
$36.1K - $38.3K
|
6.37K
$744K
|
|