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 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.46K+ 1.44% |
$267K - $297K
|
173K
$20.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.46K+ 2.17% |
$266K - $296K
|
115K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.45K+ 0.12% |
$266K - $296K
|
2.1M
$246M
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.44K+ 2.79% |
$264K - $294K
|
89.8K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.43KNew |
$264K - $293K
|
2.43K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.42KNew |
$263K - $292K
|
2.42K
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.41K+ 10.85% |
$261K - $291K
|
24.6K
$2.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.4KNew |
$260K - $289K
|
2.4K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.4K+ 4.87% |
$260K - $289K
|
51.5K
$6.02M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.39K+ 18.91% |
$259K - $288K
|
15K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.38K+ 7.51% |
$258K - $287K
|
34.1K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.38K+ 2.25% |
$258K - $287K
|
108K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.37K+ 3.35% |
$257K - $286K
|
73.3K
$8.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.36K+ 3.93% |
$256K - $285K
|
62.4K
$7.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.34K+ 0.96% |
$253K - $282K
|
246K
$28.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.33KNew |
$253K - $281K
|
2.33K
$272K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
2.32K+ 3.48% |
$252K - $280K
|
68.9K
$8.06M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
2.32KNew |
$251K - $280K
|
2.32K
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.32KNew |
$251K - $279K
|
2.32K
$271K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.31K+ 9.83% |
$250K - $278K
|
25.8K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.31K+ 22.37% |
$250K - $278K
|
12.6K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.27K+ 3.34% |
$246K - $274K
|
70.2K
$8.21M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.24K+ 3.7% |
$243K - $270K
|
62.8K
$7.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.22K+ 3.44% |
$240K - $267K
|
66.7K
$7.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.2K+ 6.14% |
$239K - $265K
|
38K
$4.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2.18KNew |
$236K - $262K
|
2.18K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.18K+ 6.63% |
$236K - $262K
|
35K
$4.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.16K+ 13.19% |
$234K - $261K
|
18.6K
$2.17M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.14KNew |
$232K - $258K
|
2.14K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
2.13KNew |
$231K - $257K
|
2.13K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
2.13K+ 1.09% |
$231K - $257K
|
198K
$23.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.12K+ 16.31% |
$230K - $256K
|
15.1K
$1.77M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 1.36% |
$228K - $254K
|
157K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.08KNew |
$226K - $251K
|
2.08K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.07K+ 11.08% |
$225K - $250K
|
20.8K
$2.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07KNew |
$225K - $250K
|
2.07K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 1.27% |
$224K - $250K
|
165K
$19.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.07K+ 4.12% |
$224K - $249K
|
52.3K
$6.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.06K+ 0.99% |
$223K - $248K
|
210K
$24.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.05K+ 2.66% |
$222K - $247K
|
79.2K
$9.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.04K+ 3.79% |
$222K - $246K
|
55.9K
$6.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.01K+ 1.6% |
$218K - $243K
|
128K
$14.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
2.01K+ 3.63% |
$218K - $242K
|
57.4K
$6.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2K+ 28.61% |
$217K - $242K
|
9.01K
$1.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2KNew |
$217K - $242K
|
2K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.99KNew |
$216K - $240K
|
1.99K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.99KNew |
$216K - $240K
|
1.99K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.99K+ 16.86% |
$216K - $240K
|
13.8K
$1.61M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.98K+ 6.04% |
$215K - $239K
|
34.7K
$4.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.97K+ 1.25% |
$214K - $238K
|
159K
$18.6M
|
|