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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.5K- 28.3% |
$2.1M - $2.35M
|
46.8K
$5.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2- 0.53% |
$228 - $255
|
378
$44.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$207K - $232K
|
1.82K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-879- 1.47% |
$100K - $112K
|
59.1K
$7.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.56K+ 4.35% |
$975K - $1.09M
|
205K
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.27% |
$570 - $637
|
1.85K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-664- 10.19% |
$75.6K - $84.6K
|
5.85K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
582+ 3.93% |
$66.3K - $74.1K
|
15.4K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
94+ 0.95% |
$10.7K - $12K
|
9.99K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-45.3K- 5.35% |
$5.16M - $5.77M
|
801K
$95.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
150+ 0.67% |
$17.1K - $19.1K
|
22.7K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 13.77% |
$1.65M - $1.84M
|
120K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.64K+ 3.38% |
$642K - $718K
|
172K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.69K+ 3.71% |
$306K - $342K
|
75K
$8.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
386+ 4.84% |
$44K - $49.2K
|
8.37K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$46.8K - $52.4K
|
411
$48.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
205+ 0.96% |
$23.4K - $26.1K
|
21.6K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.26K+ 12.95% |
$257K - $288K
|
19.7K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
341+ 17.95% |
$38.8K - $43.4K
|
2.24K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
SELL
|
- |
-6.13K- 11.21% |
$698K - $781K
|
48.5K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-141- 3.66% |
$16.1K - $18K
|
3.71K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-416- 7.35% |
$47.4K - $53K
|
5.25K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
373+ 0.98% |
$42.5K - $47.5K
|
38.4K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
30+ 0.47% |
$3.42K - $3.82K
|
6.47K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
118+ 0.21% |
$13.4K - $15K
|
57.1K
$6.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.85K+ 24.3% |
$667K - $746K
|
29.9K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 0.5% |
$15.2K - $16.9K
|
26.7K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.73K+ 19.75% |
$425K - $476K
|
22.6K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-383- 4.58% |
$43.6K - $48.8K
|
7.97K
$946K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.94K- 8.58% |
$335K - $375K
|
31.4K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-274- 0.18% |
$31.2K - $34.9K
|
154K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-318- 1.12% |
$36.2K - $40.5K
|
28.1K
$3.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.51% |
$8.2K - $9.17K
|
14K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 1.82% |
$5.81K - $6.5K
|
2.85K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-84- 1.93% |
$9.57K - $10.7K
|
4.28K
$508K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.19K- 0.43% |
$136K - $152K
|
277K
$32.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-726- 16.18% |
$82.7K - $92.5K
|
3.76K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
144+ 5.66% |
$16.4K - $18.3K
|
2.69K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-161- 2.03% |
$18.3K - $20.5K
|
7.77K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.07K- 7.33% |
$122K - $136K
|
13.5K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
BUY
|
- |
61.1KNew |
$6.96M - $7.78M
|
61.1K
$7.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
212+ 10.24% |
$24.2K - $27K
|
2.28K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-2.32K- 2.25% |
$264K - $295K
|
101K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
5.1K+ 11.85% |
$581K - $650K
|
48.2K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
139+ 0.64% |
$15.8K - $17.7K
|
22K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
608+ 13.57% |
$69.3K - $77.4K
|
5.09K
$604K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
17K+ 8.3% |
$1.94M - $2.17M
|
222K
$26.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
20.5KNew |
$2.33M - $2.61M
|
20.5K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-191- 4.44% |
$21.8K - $24.3K
|
4.12K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.11K- 7.79% |
$127K - $142K
|
13.2K
$1.56M
|