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 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
118+ 2.58% |
$13.5K - $14.3K
|
4.69K
$548K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
117+ 0.85% |
$13.4K - $14.2K
|
13.9K
$1.63M
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
115+ 5.36% |
$13.1K - $13.9K
|
2.26K
$264K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114New |
$13K - $13.8K
|
114
$13.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
111+ 1.16% |
$12.7K - $13.4K
|
9.72K
$1.14M
|
|
|
Jan 29, 2026
Q4 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
105+ 1.34% |
$12K - $12.7K
|
7.92K
$926K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
103+ 2.56% |
$11.8K - $12.5K
|
4.12K
$482K
|
|
|
Jan 22, 2026
Q4 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
103+ 3.76% |
$11.8K - $12.5K
|
2.84K
$332K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
103+ 12.38% |
$11.8K - $12.5K
|
935
$109K
|
|
|
Jan 27, 2026
Q4 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
102+ 0.7% |
$11.7K - $12.4K
|
14.6K
$1.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.5% |
$11.7K - $12.4K
|
20.4K
$2.38M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
101+ 6.71% |
$11.5K - $12.2K
|
1.61K
$188K
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
100+ 0.09% |
$11.4K - $12.1K
|
111K
$13M
|
|
|
Jan 23, 2026
Q4 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
99+ 2.44% |
$11.3K - $12K
|
4.16K
$487K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
95+ 1.98% |
$10.9K - $11.5K
|
4.9K
$573K
|
|
|
Jan 26, 2026
Q4 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
93+ 4.65% |
$10.6K - $11.3K
|
2.09K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
93+ 5.47% |
$10.6K - $11.3K
|
1.79K
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
90+ 0.2% |
$10.3K - $10.9K
|
44.2K
$5.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Parthenon LLC
|
BUY
|
- |
85+ 0.15% |
$9.71K - $10.3K
|
56K
$6.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
81+ 1.09% |
$9.26K - $9.81K
|
7.54K
$880K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
80+ 1.37% |
$9.14K - $9.69K
|
5.9K
$690K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
79New |
$9.03K - $9.57K
|
79
$9.23K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
79+ 0.3% |
$9.03K - $9.57K
|
26.1K
$3.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
79+ 0.23% |
$9.03K - $9.57K
|
34.8K
$4.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
79+ 0.27% |
$9.03K - $9.57K
|
29.4K
$3.43M
|
|
|
Jan 29, 2026
Q4 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
73+ 29.8% |
$8.34K - $8.84K
|
318
$37.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
68+ 1.17% |
$7.77K - $8.24K
|
5.9K
$690K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
67+ 0.8% |
$7.66K - $8.12K
|
8.43K
$985K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
67+ 2.03% |
$7.66K - $8.12K
|
3.37K
$394K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
66+ 2.56% |
$7.54K - $8K
|
2.64K
$309K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
66+ 0.25% |
$7.54K - $8K
|
26.9K
$3.15M
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
65+ 3.48% |
$7.43K - $7.87K
|
1.93K
$226K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
63+ 0.47% |
$7.2K - $7.63K
|
13.5K
$1.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
60+ 0.72% |
$6.86K - $7.27K
|
8.42K
$984K
|
|
|
Jan 29, 2026
Q4 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
59+ 0.39% |
$6.74K - $7.15K
|
15.2K
$1.78M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
58+ 0.27% |
$6.63K - $7.03K
|
21.5K
$2.51M
|
|
|
Jan 27, 2026
Q4 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
56+ 0.42% |
$6.4K - $6.78K
|
13.4K
$1.56M
|
|
|
Jan 26, 2026
Q4 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
55+ 0.21% |
$6.28K - $6.66K
|
26K
$3.04M
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51+ 2.31% |
$5.83K - $6.18K
|
2.26K
$264K
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
50+ 2.08% |
$5.71K - $6.06K
|
2.46K
$287K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
49+ 2.53% |
$5.6K - $5.94K
|
1.98K
$232K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
48+ 30.77% |
$5.48K - $5.82K
|
204
$23.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
BUY
|
- |
47+ 0.46% |
$5.37K - $5.69K
|
10.2K
$1.19M
|
|
|
Jan 28, 2026
Q4 2025
|
Tufton Capital Management
|
BUY
|
- |
46+ 0.6% |
$5.26K - $5.57K
|
7.68K
$898K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
46+ 2.44% |
$5.26K - $5.57K
|
1.93K
$226K
|
|
|
Jan 27, 2026
Q4 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
44+ 0.22% |
$5.03K - $5.33K
|
19.8K
$2.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
43+ 1.04% |
$4.91K - $5.21K
|
4.19K
$490K
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
42+ 1.5% |
$4.8K - $5.09K
|
2.84K
$332K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
41+ 0.94% |
$4.69K - $4.97K
|
4.39K
$513K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
41+ 0.37% |
$4.69K - $4.97K
|
11.2K
$1.31M
|
|