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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-111- 5.87% |
$12K - $13.4K
|
1.78K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27K+ 2.4% |
$2.92M - $3.25M
|
1.15M
$136M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.82K+ 16.27% |
$632K - $703K
|
41.6K
$4.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 1.27% |
$224K - $250K
|
165K
$19.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
596New |
$64.6K - $71.9K
|
596
$70.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-515- 1.35% |
$55.9K - $62.1K
|
37.6K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
717+ 6.43% |
$77.8K - $86.5K
|
11.9K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2.85K- 8.04% |
$309K - $344K
|
32.6K
$3.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
67.6KNew |
$7.33M - $8.15M
|
67.6K
$7.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-200- 8.8% |
$21.7K - $24.1K
|
2.07K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.55K- 2.39% |
$169K - $187K
|
63.5K
$7.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
586+ 2.52% |
$63.6K - $70.7K
|
23.8K
$2.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.74KNew |
$189K - $210K
|
1.74K
$205K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.11K+ 4.16% |
$120K - $134K
|
27.7K
$3.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 0.51% |
$138K - $154K
|
250K
$29.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-221- 6.78% |
$24K - $26.7K
|
3.04K
$358K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-15.6K- 12.0% |
$1.69M - $1.88M
|
114K
$13.5M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-511- 1.83% |
$55.4K - $61.6K
|
27.4K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-26- 0.01% |
$2.82K - $3.14K
|
417K
$49.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-6- 0.05% |
$651 - $724
|
11.7K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.49K- 22.49% |
$921K - $1.02M
|
29.3K
$3.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-27.5K- 28.78% |
$2.98M - $3.31M
|
68K
$8M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
28New |
$3.04K - $3.38K
|
28
$3.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-85- 0.37% |
$9.22K - $10.3K
|
22.9K
$2.69M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-146- 0.99% |
$15.8K - $17.6K
|
14.6K
$1.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 24.14% |
$2.28K - $2.53K
|
108
$12.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 5.49% |
$5.01M - $5.57M
|
888K
$105M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-299- 0.41% |
$32.4K - $36.1K
|
72.2K
$8.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
658+ 3.83% |
$71.4K - $79.4K
|
17.9K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
279+ 32.4% |
$30.3K - $33.7K
|
1.14K
$134K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-41- 1.93% |
$4.45K - $4.95K
|
2.08K
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.01K+ 0.87% |
$327K - $363K
|
351K
$41.3M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.85K- 9.6% |
$309K - $343K
|
26.8K
$3.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.73K+ 144.09% |
$188K - $209K
|
2.93K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
632+ 1.06% |
$68.5K - $76.2K
|
60.1K
$7.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.9K+ 0.57% |
$206K - $229K
|
336K
$39.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-104- 1.16% |
$11.3K - $12.5K
|
8.84K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-504- 1.91% |
$54.7K - $60.8K
|
25.9K
$3.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-88- 2.3% |
$9.54K - $10.6K
|
3.73K
$439K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
530+ 6.73% |
$57.5K - $63.9K
|
8.41K
$990K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-809- 1.66% |
$87.7K - $97.6K
|
48K
$5.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.17KNew |
$886K - $985K
|
8.17K
$962K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-2.15K- 4.79% |
$234K - $260K
|
42.8K
$5.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
243+ 0.27% |
$26.4K - $29.3K
|
88.7K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-275- 2.06% |
$29.8K - $33.2K
|
13.1K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 1.59% |
$305K - $339K
|
179K
$21.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.7K+ 482.72% |
$2.79M - $3.1M
|
31K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.77K- 8.52% |
$192K - $214K
|
19.1K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.25K+ 5.63% |
$461K - $512K
|
79.7K
$9.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.26K- 30.76% |
$245K - $272K
|
5.08K
$598K
|