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 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 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 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
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
316+ 3.91% |
$36.1K - $38.3K
|
8.4K
$982K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
290+ 1.59% |
$33.1K - $35.1K
|
18.5K
$2.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
287+ 0.77% |
$32.8K - $34.8K
|
37.8K
$4.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
284+ 3.73% |
$32.5K - $34.4K
|
7.9K
$923K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
283+ 10.82% |
$32.3K - $34.3K
|
2.9K
$339K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
273+ 15.34% |
$31.2K - $33.1K
|
2.05K
$240K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
270+ 1.39% |
$30.9K - $32.7K
|
19.8K
$2.31M
|
|
|
Jan 27, 2026
Q4 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
268+ 0.13% |
$30.6K - $32.5K
|
212K
$24.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
267+ 2.86% |
$30.5K - $32.3K
|
9.6K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
257+ 2.6% |
$29.4K - $31.1K
|
10.1K
$1.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
253+ 2.17% |
$28.9K - $30.7K
|
11.9K
$1.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
252New |
$28.8K - $30.5K
|
252
$29.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
248+ 7.85% |
$28.3K - $30K
|
3.41K
$398K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
218+ 2.47% |
$24.9K - $26.4K
|
9.03K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
216+ 2.15% |
$24.7K - $26.2K
|
10.3K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Single Point Partners, LLC
|
BUY
|
- |
209+ 0.09% |
$23.9K - $25.3K
|
243K
$28.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
204New |
$23.3K - $24.7K
|
204
$23.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Wealth Effects LLC
|
BUY
|
- |
200+ 3.34% |
$22.9K - $24.2K
|
6.18K
$722K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
199+ 2.72% |
$22.7K - $24.1K
|
7.51K
$878K
|
|
|
Jan 26, 2026
Q4 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
194+ 3.46% |
$22.2K - $23.5K
|
5.79K
$677K
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
187+ 6.43% |
$21.4K - $22.7K
|
3.09K
$361K
|
|
|
Jan 26, 2026
Q4 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
185+ 1.23% |
$21.1K - $22.4K
|
15.2K
$1.78M
|
|
|
Jan 27, 2026
Q4 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
181+ 4.01% |
$20.7K - $21.9K
|
4.7K
$549K
|
|
|
Jan 27, 2026
Q4 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
175+ 1.42% |
$20K - $21.2K
|
12.5K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175+ 25.89% |
$20K - $21.2K
|
851
$99.4K
|
|