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
|
True Private Wealth Advisors
|
BUY
|
- |
508+ 2.34% |
$52.1K - $60.9K
|
22.3K
$2.47M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
22.2K+ 2.87% |
$2.28M - $2.66M
|
797K
$88.4M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
129New |
$13.2K - $15.5K
|
129
$14.3K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-170- 0.7% |
$17.4K - $20.4K
|
24.2K
$2.69M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8.34K+ 6.31% |
$855K - $1M
|
141K
$15.6M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.04K+ 5.88% |
$209K - $245K
|
36.8K
$4.08M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
801K+ 16.48% |
$82.1M - $96.1M
|
5.67M
$629M
|
|
May 15, 2025
Q1 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82.6K- 10.2% |
$8.46M - $9.9M
|
727K
$80.6M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-440- 3.97% |
$45.1K - $52.8K
|
10.6K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
957+ 22.98% |
$98.1K - $115K
|
5.12K
$568K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
158+ 32.92% |
$16.2K - $19K
|
638
$70.8K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
962+ 9.56% |
$98.6K - $115K
|
11K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.47KNew |
$459K - $537K
|
4.47K
$496K
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$102 - $120
|
2.12K
$235K
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-215K- 99.5% |
$22.1M - $25.8M
|
1.08K
$120K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.66K- 15.13% |
$170K - $199K
|
9.3K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.66K- 10.59% |
$272K - $319K
|
22.4K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.78K- 2.7% |
$797K - $933K
|
280K
$31M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75.5K- 1.03% |
$7.74M - $9.06M
|
7.25M
$804M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28K- 0.53% |
$2.87M - $3.36M
|
5.24M
$582M
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 8.51% |
$2.05K - $2.4K
|
255
$28.3K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56K- 3.1% |
$5.73M - $6.71M
|
1.75M
$194M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29K- 1.98% |
$2.97M - $3.47M
|
1.44M
$159M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-26.5K- 7.33% |
$2.72M - $3.18M
|
335K
$37.2M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.23% |
$1.84K - $2.16K
|
7.8K
$866K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
913+ 2.27% |
$93.6K - $110K
|
41K
$4.55M
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-116K- 21.85% |
$11.9M - $13.9M
|
415K
$46.1M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.37K- 8.06% |
$140K - $164K
|
15.6K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-9- 0.19% |
$922 - $1.08K
|
4.67K
$518K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
369+ 4.97% |
$37.8K - $44.3K
|
7.79K
$865K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
46K+ 77.32% |
$4.71M - $5.51M
|
105K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
22.9KNew |
$2.35M - $2.75M
|
22.9K
$2.54M
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
67+ 0.2% |
$6.87K - $8.04K
|
33.5K
$3.72M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
113+ 0.49% |
$11.6K - $13.6K
|
23.2K
$2.57M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
9.39K+ 522.14% |
$962K - $1.13M
|
11.2K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.7K+ 724.65% |
$1.61M - $1.88M
|
17.8K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
4.42KNew |
$453K - $530K
|
4.42K
$490K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
635+ 11.68% |
$65.1K - $76.2K
|
6.07K
$674K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.71K- 19.49% |
$175K - $205K
|
7.05K
$782K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-39- 8.14% |
$4K - $4.68K
|
440
$48.8K
|
|
May 15, 2025
Q1 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
1.96K+ 30.54% |
$201K - $235K
|
8.38K
$930K
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6K+ 15.55% |
$615K - $720K
|
44.6K
$4.95M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-68.4K- 28.01% |
$7.01M - $8.21M
|
176K
$19.5M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3+ 0.07% |
$307 - $360
|
4.59K
$509K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-972- 0.43% |
$99.6K - $117K
|
223K
$24.7M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
690+ 24.27% |
$70.7K - $82.8K
|
3.53K
$392K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-14.5K- 4.31% |
$1.48M - $1.74M
|
322K
$35.7M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-21.2K- 5.36% |
$2.17M - $2.54M
|
374K
$41.5M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.93K+ 6.99% |
$505K - $592K
|
75.5K
$8.38M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.61K- 1.84% |
$370K - $433K
|
192K
$21.3M
|