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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
227+ 15.4% |
$25.9K - $28.9K
|
1.7K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3- 0.02% |
$342 - $382
|
17.8K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.09K- 2.71% |
$124K - $139K
|
39.1K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-425- 16.79% |
$48.4K - $54.1K
|
2.11K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.42K+ 4.8% |
$276K - $308K
|
52.9K
$6.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-39- 0.79% |
$4.44K - $4.97K
|
4.93K
$586K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.29K+ 6.55% |
$488K - $546K
|
69.7K
$8.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
396+ 293.33% |
$45.1K - $50.4K
|
531
$63.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24New |
$2.73K - $3.06K
|
24
$2.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
75.8KNew |
$8.63M - $9.65M
|
75.8K
$9.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
113+ 1.11% |
$12.9K - $14.4K
|
10.3K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 20.34% |
$2.44M - $2.73M
|
83.9K
$9.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.69K- 1.79% |
$307K - $343K
|
148K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.53K+ 0.76% |
$174K - $195K
|
203K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-286- 1.88% |
$32.6K - $36.4K
|
14.9K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
119+ 6.03% |
$13.6K - $15.2K
|
2.09K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.86K+ 375.75% |
$1.01M - $1.13M
|
11.2K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
3.86K+ 23.26% |
$439K - $491K
|
20.4K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-769- 0.53% |
$87.6K - $98K
|
146K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.15K+ 6.32% |
$245K - $274K
|
36.2K
$4.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-38.3K- 4.55% |
$4.36M - $4.88M
|
804K
$95.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.19K+ 2.62% |
$136K - $152K
|
46.7K
$5.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.96K+ 5.32% |
$451K - $504K
|
78.5K
$9.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3.32K+ 2.99% |
$378K - $423K
|
114K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
50+ 0.4% |
$5.7K - $6.37K
|
12.7K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.75K- 8.23% |
$769K - $859K
|
75.2K
$8.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25+ 9.23% |
$2.85K - $3.18K
|
296
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-744- 1.11% |
$84.8K - $94.8K
|
66.2K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
134+ 5.31% |
$15.3K - $17.1K
|
2.66K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-54- 2.34% |
$6.15K - $6.88K
|
2.25K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.25K+ 243.52% |
$484K - $541K
|
5.99K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.01K+ 10.28% |
$116K - $129K
|
10.9K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-141- 0.19% |
$16.1K - $18K
|
73.8K
$8.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-158- 1.2% |
$18K - $20.1K
|
13K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 5.2% |
$301K - $336K
|
48.1K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-245- 0.94% |
$27.9K - $31.2K
|
25.8K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.8K- 16.01% |
$1.23M - $1.37M
|
56.5K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
445+ 4.93% |
$50.7K - $56.7K
|
9.47K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
185+ 5.81% |
$21.1K - $23.6K
|
3.37K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.18% |
$684 - $764
|
3.34K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.21KNew |
$707K - $790K
|
6.21K
$738K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-213- 1.13% |
$24.3K - $27.1K
|
18.6K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.5K+ 272.19% |
$1.2M - $1.34M
|
14.4K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
295+ 9.45% |
$33.6K - $37.6K
|
3.42K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.64K+ 1.64% |
$301K - $336K
|
164K
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.25K+ 2.78% |
$711K - $795K
|
231K
$27.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
559+ 19.15% |
$63.7K - $71.2K
|
3.48K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-553- 15.34% |
$63K - $70.4K
|
3.05K
$363K
|