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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-386- 94.38% |
$39.6K - $46.3K
|
23
$2.55K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-97- 0.04% |
$9.94K - $11.6K
|
242K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
361+ 1.0% |
$37K - $43.3K
|
36.4K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
129K+ 10.45% |
$13.2M - $15.5M
|
1.37M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
334+ 0.3% |
$34.2K - $40.1K
|
110K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
647+ 94.87% |
$66.3K - $77.6K
|
1.33K
$147K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
9New |
$922 - $1.08K
|
9
$999
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
445+ 2.34% |
$45.6K - $53.4K
|
19.4K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
7.57K+ 15.59% |
$776K - $908K
|
56.1K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-4.56K- 18.77% |
$468K - $547K
|
19.7K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-359- 5.66% |
$36.8K - $43.1K
|
5.98K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.04K- 6.55% |
$209K - $244K
|
29.1K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.94K+ 82.25% |
$1.02M - $1.19M
|
22K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
680+ 29.11% |
$69.7K - $81.6K
|
3.02K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-336- 0.5% |
$34.4K - $40.3K
|
67.4K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 63.52% |
$4.11M - $4.81M
|
23K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 3.81% |
$1.03M - $1.2M
|
253K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
35.8K+ 11.68% |
$3.67M - $4.29M
|
342K
$38M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-624- 18.35% |
$64K - $74.9K
|
2.78K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
89.1K+ 95.31% |
$9.13M - $10.7M
|
183K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
476+ 5.67% |
$48.8K - $57.1K
|
8.86K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
690+ 0.81% |
$70.7K - $82.8K
|
85.9K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 0.85% |
$20.5K - $24K
|
23.2K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.21K+ 46.71% |
$944K - $1.1M
|
28.9K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-233- 3.08% |
$23.9K - $28K
|
7.34K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-493- 19.06% |
$50.5K - $59.1K
|
2.09K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.68M+ 71.95% |
$275M - $322M
|
6.42M
$712M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-219- 2.48% |
$22.4K - $26.3K
|
8.6K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.3K+ 2.72% |
$1.26M - $1.47M
|
463K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.25K- 25.54% |
$231K - $270K
|
6.56K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-130- 1.04% |
$13.3K - $15.6K
|
12.4K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-793- 3.44% |
$81.3K - $95.1K
|
22.3K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
101+ 2.85% |
$10.4K - $12.1K
|
3.65K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
13KNew |
$1.33M - $1.56M
|
13K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
4.7K+ 16.73% |
$482K - $564K
|
32.8K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.24K+ 3.77% |
$742K - $868K
|
199K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4- 0.01% |
$410 - $480
|
71.8K
$7.97M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
295+ 10.29% |
$30.2K - $35.4K
|
3.16K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-657- 2.17% |
$67.3K - $78.8K
|
29.6K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-26- 0.03% |
$2.66K - $3.12K
|
82.7K
$9.18M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.11K- 3.29% |
$216K - $253K
|
61.9K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.2K+ 15.39% |
$123K - $144K
|
9.01K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-532- 11.56% |
$54.5K - $63.8K
|
4.07K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
61+ 2.04% |
$6.25K - $7.32K
|
3.06K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23.4K- 1.21% |
$2.4M - $2.81M
|
1.91M
$211M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.18% |
$717 - $840
|
3.92K
$434K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-667- 3.91% |
$68.4K - $80K
|
16.4K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
40+ 0.17% |
$4.1K - $4.8K
|
23.7K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
35.6KNew |
$3.65M - $4.27M
|
35.6K
$3.95M
|