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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150K+ 13.8% |
$17.1M - $19.1M
|
1.24M
$130M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-76- 49.35% |
$8.66K - $9.68K
|
78
$8.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3KNew |
$341K - $382K
|
3K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
386K+ 10.58% |
$44M - $49.2M
|
4.04M
$425M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22.6K+ 7.5% |
$2.58M - $2.88M
|
324K
$34.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$114 - $127
|
2.08K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
30+ 1.56% |
$3.42K - $3.82K
|
1.96K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.24K+ 4.69% |
$142K - $158K
|
27.7K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
471+ 0.7% |
$53.7K - $60K
|
68K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
116+ 11600.0% |
$13.2K - $14.8K
|
117
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
2.2KNew |
$251K - $281K
|
2.2K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
9.98KNew |
$1.14M - $1.27M
|
9.98K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$1.14M - $1.28M
|
10K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 2.89% |
$425K - $476K
|
133K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-796- 3.38% |
$90.7K - $101K
|
22.7K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-772- 3.77% |
$87.9K - $98.3K
|
19.7K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
105+ 1.41% |
$12K - $13.4K
|
7.57K
$798K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.07K- 25.63% |
$121K - $136K
|
3.09K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
305K+ 131.9% |
$34.7M - $38.8M
|
536K
$56.5M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-65- 2.76% |
$7.4K - $8.28K
|
2.29K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-18- -0.0% |
$2.05K - $2.29K
|
451K
$47.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
22+ 0.57% |
$2.51K - $2.8K
|
3.91K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-23.7K- 92.31% |
$2.7M - $3.02M
|
1.97K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
24+ 0.64% |
$2.73K - $3.06K
|
3.8K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
198+ 6.86% |
$22.6K - $25.2K
|
3.08K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-23KClosed |
$2.62M - $2.93M
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.11KNew |
$240K - $268K
|
2.11K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-627- 1.5% |
$71.4K - $79.9K
|
41.1K
$4.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.72K+ 2.94% |
$538K - $602K
|
165K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 0.34% |
$62.7K - $70.1K
|
160K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.75K- 1.17% |
$200K - $223K
|
148K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
39.3K+ 27.96% |
$4.47M - $5M
|
180K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
392+ 4.98% |
$44.7K - $49.9K
|
8.26K
$871K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-519- 3.14% |
$59.1K - $66.1K
|
16K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
1.64K+ 2.74% |
$187K - $209K
|
61.6K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-7.5K- 32.11% |
$855K - $956K
|
15.9K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
140K+ 7774.0% |
$15.9M - $17.8M
|
142K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.8K- 11.05% |
$1.23M - $1.38M
|
87K
$9.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
173+ 4.26% |
$19.7K - $22K
|
4.24K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-107- 1.04% |
$12.2K - $13.6K
|
10.2K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-202- 5.45% |
$23K - $25.7K
|
3.5K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-420- 0.02% |
$47.8K - $53.5K
|
1.83M
$193M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.2K- 5.94% |
$3.9M - $4.36M
|
543K
$57.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
765+ 33.94% |
$87.1K - $97.4K
|
3.02K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
377+ 3.85% |
$42.9K - $48K
|
10.2K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.25K- 9.22% |
$370K - $414K
|
32K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-53.1K- 21.6% |
$6.05M - $6.76M
|
193K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
6.67K+ 4.99% |
$760K - $849K
|
140K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-468- 3.04% |
$53.3K - $59.6K
|
14.9K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
14+ 0.35% |
$1.59K - $1.78K
|
4.03K
$424K
|