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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
20.6K+ 3.17% |
$2.24M - $2.49M
|
672K
$79.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 1.33% |
$113K - $125K
|
77.4K
$9.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-366- 2.67% |
$39.7K - $44.2K
|
13.3K
$1.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.51K- 0.38% |
$597K - $664K
|
1.45M
$170M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
413+ 2.5% |
$44.8K - $49.8K
|
16.9K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-860- 8.42% |
$93.3K - $104K
|
9.36K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
4.77K+ 1.37% |
$517K - $576K
|
352K
$41.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-218- 8.04% |
$23.6K - $26.3K
|
2.49K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
5.11KNew |
$554K - $617K
|
5.11K
$602K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-672- 1.64% |
$72.9K - $81.1K
|
40.2K
$4.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.11K+ 19.07% |
$120K - $133K
|
6.9K
$813K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.9K- 46.6% |
$1.29M - $1.44M
|
13.6K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
91+ 0.26% |
$9.87K - $11K
|
35K
$4.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-725- 2.32% |
$78.6K - $87.5K
|
30.6K
$3.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
773+ 21.18% |
$83.8K - $93.2K
|
4.42K
$521K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-11- 4.18% |
$1.19K - $1.33K
|
252
$29.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-434- 18.56% |
$47.1K - $52.4K
|
1.9K
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-131- 89.12% |
$14.2K - $15.8K
|
16
$1.88K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6+ 0.34% |
$651 - $724
|
1.8K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-122- 0.84% |
$13.2K - $14.7K
|
14.4K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-9.24K- 5.87% |
$1M - $1.11M
|
148K
$17.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
8.58K+ 7.39% |
$931K - $1.04M
|
125K
$14.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-69- 4.07% |
$7.48K - $8.32K
|
1.63K
$192K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$108 - $121
|
7.02K
$826K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-160K- 24.34% |
$17.4M - $19.3M
|
497K
$58.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
28+ 1.33% |
$3.04K - $3.38K
|
2.13K
$251K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.83K+ 62.31% |
$198K - $220K
|
4.76K
$561K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.42K- 30.46% |
$371K - $413K
|
7.82K
$921K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2K- 2.46% |
$217K - $241K
|
79.3K
$9.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66.2K+ 28.36% |
$7.17M - $7.98M
|
299K
$35.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
137+ 0.16% |
$14.9K - $16.5K
|
83.7K
$9.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-396- 1.3% |
$43K - $47.8K
|
30.1K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.26% |
$1.52K - $1.69K
|
5.39K
$634K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
281+ 0.69% |
$30.5K - $33.9K
|
41.1K
$4.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.83KNew |
$198K - $220K
|
1.83K
$215K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-54- 0.34% |
$5.86K - $6.51K
|
15.7K
$1.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.74K+ 4.34% |
$1.06M - $1.18M
|
234K
$27.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
55.8K+ 11.39% |
$6.05M - $6.73M
|
545K
$64.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.1K- 0.32% |
$120K - $133K
|
349K
$41.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.36K- 13.28% |
$364K - $405K
|
21.9K
$2.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-32- 0.58% |
$3.47K - $3.86K
|
5.53K
$651K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
160+ 7.27% |
$17.4K - $19.3K
|
2.36K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
67+ 3.21% |
$7.27K - $8.08K
|
2.15K
$253K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-867- 14.83% |
$94K - $105K
|
4.98K
$586K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.28K- 17.46% |
$573K - $637K
|
25K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-17.8K- 84.17% |
$1.93M - $2.14M
|
3.34K
$393K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-440- 16.19% |
$47.7K - $53.1K
|
2.28K
$268K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-209- 2.66% |
$22.7K - $25.2K
|
7.64K
$900K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1- 0.03% |
$108 - $121
|
3.25K
$383K
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
BUY
|
- |
3.88K+ 7.45% |
$420K - $467K
|
55.9K
$6.58M
|