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 27, 2026
Q4 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
165+ 0.5% |
$18.9K - $20K
|
32.9K
$3.84M
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
160+ 3.21% |
$18.3K - $19.4K
|
5.14K
$600K
|
|
|
Jan 27, 2026
Q4 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
155+ 7.84% |
$17.7K - $18.8K
|
2.13K
$249K
|
|
|
Jan 22, 2026
Q4 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
153+ 1.14% |
$17.5K - $18.5K
|
13.5K
$1.58M
|
|
|
Jan 29, 2026
Q4 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
152+ 4.28% |
$17.4K - $18.4K
|
3.7K
$432K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
150+ 0.09% |
$17.1K - $18.2K
|
163K
$19M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
150+ 2.09% |
$17.1K - $18.2K
|
7.31K
$855K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
149+ 16.14% |
$17K - $18.1K
|
1.07K
$125K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
148+ 27.06% |
$16.9K - $17.9K
|
695
$81.2K
|
|
|
Jan 30, 2026
Q4 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
144+ 0.99% |
$16.5K - $17.4K
|
14.7K
$1.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
142+ 0.83% |
$16.2K - $17.2K
|
17.2K
$2.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
139+ 1.19% |
$15.9K - $16.8K
|
11.8K
$1.38M
|
|
|
Jan 30, 2026
Q4 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
137+ 0.59% |
$15.7K - $16.6K
|
23.4K
$2.73M
|
|
|
Jan 29, 2026
Q4 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
136+ 0.39% |
$15.5K - $16.5K
|
34.8K
$4.07M
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
136+ 1.19% |
$15.5K - $16.5K
|
11.6K
$1.35M
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
132+ 61.68% |
$15.1K - $16K
|
346
$40.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
131+ 26.1% |
$15K - $15.9K
|
633
$74K
|
|
|
Jan 28, 2026
Q4 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
128+ 0.06% |
$14.6K - $15.5K
|
201K
$23.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
127+ 1.13% |
$14.5K - $15.4K
|
11.4K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
125+ 7.26% |
$14.3K - $15.1K
|
1.85K
$216K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
122+ 0.37% |
$13.9K - $14.8K
|
33.4K
$3.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
120+ 3.51% |
$13.7K - $14.5K
|
3.54K
$414K
|
|
|
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 30, 2026
Q4 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
100+ 3.32% |
$11.4K - $12.1K
|
3.11K
$364K
|
|
|
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 30, 2026
Q4 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
82+ 3.47% |
$9.37K - $9.93K
|
2.44K
$285K
|
|
|
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 30, 2026
Q4 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
76+ 2.93% |
$8.68K - $9.21K
|
2.67K
$312K
|
|