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 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.31K- 1.24% |
$134K - $157K
|
104K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-70- 47.3% |
$7.17K - $8.4K
|
78
$8.65K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.79K+ 36.79% |
$286K - $335K
|
10.4K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.82K- 37.46% |
$802K - $938K
|
13.1K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-669- 10.29% |
$68.6K - $80.3K
|
5.83K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-268K- 25.72% |
$27.4M - $32.1M
|
773K
$85.7M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-33.4K- 80.05% |
$3.42M - $4M
|
8.32K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
2.85K+ 118.63% |
$292K - $341K
|
5.25K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.11K- 46.13% |
$626K - $733K
|
7.14K
$792K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.09K+ 18.12% |
$932K - $1.09M
|
59.3K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
93+ 2.61% |
$9.53K - $11.2K
|
3.66K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5KNew |
$512K - $600K
|
5K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-246- 2.87% |
$25.2K - $29.5K
|
8.33K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-232- 1.18% |
$23.8K - $27.8K
|
19.4K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.75K- 1.95% |
$282K - $330K
|
138K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-207- 0.79% |
$21.2K - $24.8K
|
25.9K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-8.77K- 13.56% |
$898K - $1.05M
|
55.9K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.6K+ 10.01% |
$4.06M - $4.75M
|
435K
$48.3M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.15K- 11.73% |
$118K - $138K
|
8.66K
$961K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-166K- 2.99% |
$17M - $19.9M
|
5.39M
$599M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.28K+ 16.32% |
$234K - $274K
|
16.3K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.12% |
$512 - $600
|
4.03K
$447K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-123- 4.77% |
$12.6K - $14.8K
|
2.46K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-757- 1.95% |
$77.6K - $90.8K
|
38.1K
$4.23M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
85+ 0.44% |
$8.71K - $10.2K
|
19.2K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-64.6K- 12.44% |
$6.62M - $7.75M
|
455K
$50.5M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-22.1K- 10.99% |
$2.27M - $2.66M
|
179K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
111K+ 11.63% |
$11.4M - $13.3M
|
1.06M
$118M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.9K- 22.21% |
$810K - $948K
|
27.7K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-93- 2.57% |
$9.53K - $11.2K
|
3.52K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3+ 0.12% |
$307 - $360
|
2.43K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.38% |
$1.23K - $1.44K
|
3.15K
$350K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-12- 0.02% |
$1.23K - $1.44K
|
73.3K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
8.77K+ 115.74% |
$898K - $1.05M
|
16.3K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
198+ 2.04% |
$20.3K - $23.8K
|
9.93K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.13% |
$1.02K - $1.2K
|
7.68K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.8K- 0.7% |
$1.52M - $1.78M
|
2.1M
$233M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-28.9K- 1.96% |
$2.96M - $3.47M
|
1.44M
$160M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
194+ 95.1% |
$19.9K - $23.3K
|
398
$44.2K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.77K- 41.12% |
$181K - $212K
|
2.53K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
924K+ 2.42% |
$94.7M - $111M
|
39.1M
$4.33B
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
153+ 6.16% |
$15.7K - $18.4K
|
2.64K
$292K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
50.9K+ 9.5% |
$5.22M - $6.11M
|
587K
$65.1M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-787- 19.82% |
$80.7K - $94.4K
|
3.18K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.8K- 61.27% |
$3.56M - $4.17M
|
22K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
12K+ 19.67% |
$1.23M - $1.44M
|
73K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
237+ 4.84% |
$24.3K - $28.4K
|
5.13K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
244KNew |
$25M - $29.3M
|
244K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-579- 2.69% |
$59.3K - $69.5K
|
20.9K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55+ 28.5% |
$5.64K - $6.6K
|
248
$27.5K
|