Latest Institutional Transactions on Ishares Core S&P Sm Cap ETF (IJR)
This table provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-274- 6.6% |
$24.8K - $30K
|
3.88K
$430K
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 0.75% |
$187K - $226K
|
274K
$30.4M
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.74K+ 2.94% |
$429K - $519K
|
166K
$18.4M
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-846- 2.13% |
$76.6K - $92.6K
|
38.8K
$4.31M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.25K- 25.57% |
$385K - $465K
|
12.4K
$1.37M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
11K+ 393.03% |
$996K - $1.2M
|
13.8K
$1.53M
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-15.4K- 31.2% |
$1.4M - $1.69M
|
34K
$3.78M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.22K- 33.93% |
$110K - $133K
|
2.37K
$263K
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
16.3K+ 147.24% |
$1.48M - $1.78M
|
27.4K
$3.04M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19.7K+ 6.37% |
$1.78M - $2.16M
|
329K
$36.5M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-702- 93.23% |
$63.6K - $76.9K
|
51
$5.66K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
505+ 1.34% |
$45.7K - $55.3K
|
38.2K
$4.23M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-138K- 6.46% |
$12.5M - $15.1M
|
1.99M
$221M
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5+ 0.08% |
$453 - $547
|
6.04K
$670K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-104- 2.05% |
$9.42K - $11.4K
|
4.98K
$552K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
6.91KNew |
$625K - $756K
|
6.91K
$766K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.93K+ 6.62% |
$628K - $759K
|
112K
$12.4M
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-260KClosed |
$23.6M - $28.5M
|
0
$0
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
224+ 1.46% |
$20.3K - $24.5K
|
15.6K
$1.73M
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4+ 0.05% |
$362 - $438
|
7.97K
$884K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
897+ 9.36% |
$81.2K - $98.2K
|
10.5K
$1.16M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-92- 0.97% |
$8.33K - $10.1K
|
9.35K
$1.04M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
52+ 1.81% |
$4.71K - $5.69K
|
2.92K
$324K
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
3.38K+ 13.3% |
$306K - $371K
|
28.8K
$3.2M
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 15.27% |
$619K - $748K
|
51.6K
$5.72M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$11.8M - $14.2M
|
130K
$14.4M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 1.83% |
$4.98K - $6.02K
|
2.95K
$327K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13.1K+ 3.51% |
$1.19M - $1.44M
|
387K
$43M
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-6.43K- 28.98% |
$582K - $704K
|
15.7K
$1.75M
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
182+ 0.51% |
$16.5K - $19.9K
|
36.1K
$4M
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-11.7K- 6.01% |
$1.06M - $1.28M
|
183K
$20.3M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86.5K+ 8.34% |
$7.84M - $9.48M
|
1.12M
$125M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20.6K- 59.57% |
$1.87M - $2.26M
|
14K
$1.55M
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-94- 0.05% |
$8.51K - $10.3K
|
180K
$20M
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
151+ 1.94% |
$13.7K - $16.5K
|
7.92K
$879K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.41K- 18.75% |
$399K - $483K
|
19.1K
$2.12M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9.88K+ 2.96% |
$894K - $1.08M
|
344K
$38.1M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.2% |
$1.27K - $1.53K
|
7.06K
$784K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-22.5K- 15.75% |
$2.03M - $2.46M
|
120K
$13.3M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 10.36% |
$9.06K - $10.9K
|
865
$96K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
32+ 8.49% |
$2.9K - $3.5K
|
409
$45.4K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.29K+ 6.13% |
$117K - $141K
|
22.4K
$2.48M
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.52K- 18.91% |
$409K - $495K
|
19.4K
$2.15M
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-117- 1.48% |
$10.6K - $12.8K
|
7.77K
$862K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.82K+ 92.36% |
$346K - $418K
|
7.96K
$883K
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-85- 3.79% |
$7.7K - $9.31K
|
2.16K
$240K
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
123+ 0.61% |
$11.1K - $13.5K
|
20.3K
$2.25M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 6.87% |
$116K - $141K
|
20K
$2.22M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 5.29% |
$938K - $1.13M
|
206K
$22.9M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
542+ 11.83% |
$49.1K - $59.3K
|
5.12K
$569K
|