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 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
335+ 16.18% |
$30.3K - $36.7K
|
2.41K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-120K- 33.58% |
$10.9M - $13.2M
|
238K
$26.4M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
38+ 0.2% |
$3.44K - $4.16K
|
18.9K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-434- 4.43% |
$39.3K - $47.5K
|
9.37K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.54K+ 0.72% |
$230K - $278K
|
353K
$39.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.92K+ 39.89% |
$446K - $539K
|
17.3K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
603+ 4.26% |
$54.6K - $66K
|
14.8K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
79+ 0.47% |
$7.15K - $8.65K
|
16.8K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
257+ 0.47% |
$23.3K - $28.1K
|
55.4K
$6.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-78- 2.19% |
$7.06K - $8.54K
|
3.49K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-437- 1.92% |
$39.6K - $47.8K
|
22.4K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-15- 0.28% |
$1.36K - $1.64K
|
5.34K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-87- 2.84% |
$7.88K - $9.53K
|
2.97K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
183+ 5.92% |
$16.6K - $20K
|
3.27K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
127+ 4.4% |
$11.5K - $13.9K
|
3.01K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.78K+ 12.87% |
$523K - $633K
|
50.7K
$5.62M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$90.6 - $109
|
4.75K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
455+ 2.0% |
$41.2K - $49.8K
|
23.2K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.81K- 12.36% |
$345K - $417K
|
27K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 1.59% |
$1.2M - $1.45M
|
842K
$93.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2.36K- 11.89% |
$214K - $259K
|
17.5K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
815+ 1.17% |
$73.8K - $89.2K
|
70.3K
$7.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-158- 0.78% |
$14.3K - $17.3K
|
20.2K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.46% |
$30.5K - $36.9K
|
13.4K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.36K- 1.51% |
$123K - $149K
|
88.4K
$9.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-144- 2.24% |
$13K - $15.8K
|
6.27K
$696K
|