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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-664- 9.63% |
$60.1K - $72.7K
|
6.23K
$692K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
70+ 0.46% |
$6.34K - $7.66K
|
15.2K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1K- 5.22% |
$90.6K - $109K
|
18.2K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
128+ 5.62% |
$11.6K - $14K
|
2.41K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 7.94% |
$110K - $133K
|
14K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.98K- 6.56% |
$270K - $326K
|
42.4K
$4.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-38.1K- 15.84% |
$3.45M - $4.17M
|
202K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.26K- 36.41% |
$567K - $685K
|
10.9K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.6K- 7.74% |
$1.05M - $1.27M
|
139K
$15.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-816- 17.41% |
$73.9K - $89.3K
|
3.87K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.83K+ 15.27% |
$619K - $748K
|
51.6K
$5.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
130KNew |
$11.8M - $14.2M
|
130K
$14.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-55- 1.83% |
$4.98K - $6.02K
|
2.95K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13.1K+ 3.51% |
$1.19M - $1.44M
|
387K
$43M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-6.43K- 28.98% |
$582K - $704K
|
15.7K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
182+ 0.51% |
$16.5K - $19.9K
|
36.1K
$4M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-11.7K- 6.01% |
$1.06M - $1.28M
|
183K
$20.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
86.5K+ 8.34% |
$7.84M - $9.48M
|
1.12M
$125M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20.6K- 59.57% |
$1.87M - $2.26M
|
14K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-94- 0.05% |
$8.51K - $10.3K
|
180K
$20M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
151+ 1.94% |
$13.7K - $16.5K
|
7.92K
$879K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.41K- 18.75% |
$399K - $483K
|
19.1K
$2.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
9.88K+ 2.96% |
$894K - $1.08M
|
344K
$38.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.2% |
$1.27K - $1.53K
|
7.06K
$784K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-22.5K- 15.75% |
$2.03M - $2.46M
|
120K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 10.36% |
$9.06K - $10.9K
|
865
$96K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
32+ 8.49% |
$2.9K - $3.5K
|
409
$45.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.29K+ 6.13% |
$117K - $141K
|
22.4K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.52K- 18.91% |
$409K - $495K
|
19.4K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-117- 1.48% |
$10.6K - $12.8K
|
7.77K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.82K+ 92.36% |
$346K - $418K
|
7.96K
$883K
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-85- 3.79% |
$7.7K - $9.31K
|
2.16K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
123+ 0.61% |
$11.1K - $13.5K
|
20.3K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 6.87% |
$116K - $141K
|
20K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 5.29% |
$938K - $1.13M
|
206K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
542+ 11.83% |
$49.1K - $59.3K
|
5.12K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
249KNew |
$22.6M - $27.3M
|
249K
$27.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.35K+ 0.36% |
$303K - $367K
|
922K
$102M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-233- 1.51% |
$21.1K - $25.5K
|
15.2K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
2K+ 5.85% |
$181K - $219K
|
36.2K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-451- 7.44% |
$40.8K - $49.4K
|
5.61K
$623K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 0.1% |
$1.9K - $2.3K
|
21.7K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-13.7K- 57.34% |
$1.24M - $1.5M
|
10.2K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
340+ 3.51% |
$30.8K - $37.2K
|
10K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
640+ 0.31% |
$58K - $70.1K
|
205K
$22.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-298- 1.28% |
$27K - $32.6K
|
22.9K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-35- 0.82% |
$3.17K - $3.83K
|
4.22K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-647- 6.1% |
$58.6K - $70.8K
|
9.97K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 16.43% |
$138K - $166K
|
7.73K
$858K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
648+ 2.38% |
$58.7K - $70.9K
|
27.9K
$3.1M
|