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
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.38K- 4.81% |
$141K - $165K
|
27.3K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$3.07M - $3.6M
|
30K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.39K+ 0.74% |
$348K - $407K
|
460K
$51M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.04K+ 7.5% |
$209K - $245K
|
29.3K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.74K+ 1.82% |
$383K - $448K
|
209K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
65+ 1.39% |
$6.66K - $7.8K
|
4.75K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.3K+ 2.66% |
$338K - $396K
|
127K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-21.7K- 67.25% |
$2.22M - $2.6M
|
10.6K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-8.97K- 18.4% |
$920K - $1.08M
|
39.8K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
124K+ 16.84% |
$12.7M - $14.9M
|
861K
$95.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
243+ 7.52% |
$24.9K - $29.2K
|
3.48K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3- 2.16% |
$307 - $360
|
136
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 7.15% |
$157K - $183K
|
19.8K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
15+ 0.77% |
$1.54K - $1.8K
|
1.97K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
265+ 3.79% |
$27.2K - $31.8K
|
7.27K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-197- 1.43% |
$20.2K - $23.6K
|
13.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
33.3K+ 27.61% |
$3.42M - $4M
|
154K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-381- 24.52% |
$39K - $45.7K
|
1.17K
$130K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
2.02K+ 3.28% |
$207K - $243K
|
63.6K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-548- 6.82% |
$56.2K - $65.7K
|
7.49K
$831K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.7K+ 4.78% |
$2.42M - $2.84M
|
519K
$57.5M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-70.2K- 56.74% |
$7.2M - $8.42M
|
53.5K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-19.2K- 21.03% |
$1.97M - $2.3M
|
72.1K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $120
|
18.4K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-19- 0.04% |
$1.95K - $2.28K
|
43.5K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-186K- 33.27% |
$19.1M - $22.3M
|
373K
$41.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-80.2K- 8.68% |
$8.22M - $9.62M
|
844K
$93.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.06KNew |
$314K - $367K
|
3.06K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.76KNew |
$283K - $332K
|
2.76K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-3.79K- 58.92% |
$389K - $455K
|
2.64K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-160- 3.32% |
$16.4K - $19.2K
|
4.66K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.03K+ 2.85% |
$618K - $724K
|
218K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.79K+ 13.82% |
$901K - $1.05M
|
72.4K
$8.03M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-98.9K- 5.42% |
$10.1M - $11.9M
|
1.72M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.7K+ 52.89% |
$8.68M - $10.2M
|
245K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
187+ 0.65% |
$19.2K - $22.4K
|
29.1K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.07K+ 0.36% |
$418K - $489K
|
1.13M
$126M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
68+ 1.19% |
$6.97K - $8.16K
|
5.81K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-27- 0.03% |
$2.77K - $3.24K
|
91.4K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 31.54% |
$447K - $523K
|
9.46K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
4.58K+ 6.44% |
$469K - $549K
|
75.7K
$8.4M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
BUY
|
- |
563+ 4.07% |
$57.7K - $67.5K
|
14.4K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-66- 1.86% |
$6.76K - $7.92K
|
3.48K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
343+ 1.51% |
$35.2K - $41.1K
|
23.1K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 1.16% |
$177K - $208K
|
151K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 7.55% |
$17.9K - $21K
|
2.49K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.01K- 1.32% |
$206K - $241K
|
150K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
4.07K+ 21.09% |
$417K - $488K
|
23.3K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
562KNew |
$57.6M - $67.4M
|
562K
$62.4M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
23+ 1.2% |
$2.36K - $2.76K
|
1.93K
$214K
|