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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.48K+ 5.42% |
$486K - $540K
|
87.2K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.48K+ 6.94% |
$486K - $540K
|
69K
$8.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.43K+ 2.79% |
$480K - $534K
|
163K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.4KNew |
$478K - $531K
|
4.4K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
4.37K+ 338.91% |
$474K - $527K
|
5.66K
$662K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
4.33KNew |
$469K - $522K
|
4.33K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.26K+ 4.03% |
$462K - $514K
|
110K
$12.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.25K+ 5.63% |
$461K - $512K
|
79.7K
$9.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.24K+ 174.28% |
$460K - $512K
|
6.68K
$780K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.13K+ 0.46% |
$448K - $499K
|
894K
$104M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.13K+ 3.32% |
$448K - $498K
|
129K
$15M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.07K+ 2.91% |
$441K - $491K
|
144K
$16.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.06K+ 7.36% |
$441K - $490K
|
59.3K
$6.93M
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
4.03K+ 4.36% |
$437K - $486K
|
96.3K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.97K+ 7.3% |
$430K - $479K
|
58.4K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.95K+ 28.32% |
$428K - $476K
|
17.9K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.94K+ 13.03% |
$427K - $475K
|
34.1K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.89K+ 4.61% |
$422K - $469K
|
88.1K
$10.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
BUY
|
- |
3.88K+ 7.45% |
$420K - $467K
|
55.9K
$6.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.86K+ 1.72% |
$419K - $466K
|
228K
$26.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
3.8K+ 2.29% |
$412K - $458K
|
170K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.78K+ 4.03% |
$410K - $456K
|
97.6K
$11.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.78K+ 64.41% |
$410K - $455K
|
9.64K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.76K+ 0.77% |
$408K - $454K
|
494K
$57.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.76K+ 2.95% |
$407K - $453K
|
131K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.74K+ 5.42% |
$405K - $451K
|
72.7K
$8.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.72K+ 6.75% |
$404K - $449K
|
58.9K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.71K+ 3.52% |
$402K - $447K
|
109K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.68K+ 1.74% |
$399K - $443K
|
215K
$25.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.66KNew |
$397K - $441K
|
3.66K
$427K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.65KNew |
$395K - $440K
|
3.65K
$426K
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.61K+ 0.69% |
$392K - $436K
|
528K
$61.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
3.57K+ 1.3% |
$388K - $431K
|
278K
$32.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.53K+ 9.75% |
$383K - $426K
|
39.8K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.51KNew |
$380K - $423K
|
3.51K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 150.13% |
$380K - $422K
|
5.83K
$682K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.5K+ 19.59% |
$380K - $422K
|
21.4K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.44K+ 11.95% |
$373K - $415K
|
32.2K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.43K+ 114.83% |
$372K - $414K
|
6.42K
$750K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
3.35KNew |
$364K - $404K
|
3.35K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.33KNew |
$362K - $402K
|
3.33K
$390K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.33K+ 2.96% |
$361K - $402K
|
116K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
3.33KNew |
$361K - $401K
|
3.33K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.31K+ 56.79% |
$359K - $400K
|
9.15K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.28K+ 53.02% |
$356K - $396K
|
9.48K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
3.28K+ 1.37% |
$356K - $396K
|
242K
$28.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3.28K+ 2.19% |
$356K - $395K
|
153K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.26K+ 41.27% |
$353K - $393K
|
11.2K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.24K+ 0.84% |
$352K - $391K
|
388K
$45.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.23K+ 1.91% |
$350K - $390K
|
172K
$20.1M
|
|