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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.22K+ 1.1% |
$350K - $389K
|
296K
$34.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Independent Family Office, LLC
|
BUY
|
- |
3.21K+ 17.97% |
$348K - $387K
|
21.1K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 2.26% |
$348K - $387K
|
145K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.2K+ 1.05% |
$347K - $386K
|
308K
$36M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.17K+ 7.6% |
$343K - $382K
|
44.8K
$5.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.15K+ 9.0% |
$342K - $380K
|
38.1K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.14K+ 9.57% |
$341K - $379K
|
36K
$4.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.14K+ 1.26% |
$341K - $379K
|
252K
$29.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.11K+ 0.66% |
$337K - $375K
|
474K
$55.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.11K+ 124.84% |
$337K - $375K
|
5.59K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.1K+ 4.01% |
$336K - $374K
|
80.4K
$9.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.09K+ 2.18% |
$335K - $373K
|
145K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.08K+ 107.16% |
$334K - $372K
|
5.96K
$696K
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.07KNew |
$333K - $370K
|
3.07K
$358K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 3.42% |
$331K - $368K
|
92.2K
$10.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3.05K+ 16.41% |
$330K - $367K
|
21.6K
$2.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.04K+ 7.94% |
$330K - $367K
|
41.3K
$4.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 0.87% |
$327K - $363K
|
351K
$41M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.99K+ 50.96% |
$324K - $360K
|
8.85K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.96K+ 28.76% |
$321K - $357K
|
13.2K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.94KNew |
$318K - $354K
|
2.94K
$343K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.89K+ 5.27% |
$313K - $348K
|
57.7K
$6.74M
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.86K+ 1.7% |
$311K - $345K
|
171K
$20M
|
|
|
Oct 06, 2025
Q3 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.86K+ 3.59% |
$310K - $345K
|
82.7K
$9.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.86KNew |
$310K - $345K
|
2.86K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.83KNew |
$307K - $341K
|
2.83K
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 1.59% |
$305K - $339K
|
179K
$21M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.8K+ 1.95% |
$304K - $338K
|
146K
$17.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.77K+ 12.91% |
$300K - $334K
|
24.2K
$2.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.77K+ 7.71% |
$300K - $334K
|
38.6K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
2.76KNew |
$299K - $333K
|
2.76K
$323K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$299K - $333K
|
2.76K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.76K+ 3.92% |
$299K - $332K
|
73.1K
$8.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.72K+ 9.61% |
$295K - $328K
|
31.1K
$3.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.72K+ 1.95% |
$295K - $328K
|
142K
$16.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.7K+ 3.63% |
$292K - $325K
|
76.8K
$8.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.66K+ 2.87% |
$289K - $321K
|
95.2K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.64K+ 39.45% |
$286K - $319K
|
9.34K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
2.61K+ 16.67% |
$283K - $314K
|
18.2K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$282K - $313K
|
2.6K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.6KNew |
$282K - $313K
|
2.6K
$303K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.58K+ 5.3% |
$280K - $312K
|
51.4K
$6M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 1.56% |
$279K - $310K
|
167K
$19.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.57K+ 0.84% |
$279K - $310K
|
308K
$35.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.55K+ 3.16% |
$276K - $307K
|
83.3K
$9.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.54K+ 3.89% |
$275K - $306K
|
67.7K
$7.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.53K+ 1.68% |
$274K - $305K
|
153K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.48KNew |
$269K - $299K
|
2.48K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.48K+ 2.89% |
$269K - $299K
|
88.3K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.46K+ 0.71% |
$267K - $297K
|
348K
$40.6M
|
|