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 31, 2025
Q3 2025
|
Redw Wealth LLC
|
BUY
|
- |
75+ 3.32% |
$8.13K - $9.05K
|
2.34K
$275K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-194- 8.66% |
$21K - $23.4K
|
2.05K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.14KNew |
$232K - $258K
|
2.14K
$252K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
793+ 1.36% |
$86K - $95.7K
|
59K
$6.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.42K- 8.83% |
$263K - $292K
|
25K
$2.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-537- 15.13% |
$58.2K - $64.8K
|
3.01K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$185K - $206K
|
1.71K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
391+ 16.26% |
$42.4K - $47.2K
|
2.8K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
714+ 9.02% |
$77.4K - $86.1K
|
8.63K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-321- 14.92% |
$34.8K - $38.7K
|
1.83K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.61K+ 5.6% |
$608K - $676K
|
106K
$12.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
924+ 8400.0% |
$100K - $111K
|
935
$110K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
839+ 5.81% |
$91K - $101K
|
15.3K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
806+ 10.05% |
$87.4K - $97.2K
|
8.82K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.38K+ 13.8% |
$150K - $167K
|
11.4K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.76M- 30.05% |
$299M - $332M
|
6.42M
$756M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.76KNew |
$299K - $333K
|
2.76K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-783- 1.42% |
$84.9K - $94.5K
|
54.3K
$6.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.17% |
$976 - $1.09K
|
5.29K
$623K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.21K+ 7.0% |
$132K - $146K
|
18.6K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
6K+ 6.76% |
$650K - $723K
|
94.7K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-211- 2.61% |
$22.9K - $25.5K
|
7.88K
$928K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.22K+ 1.1% |
$350K - $389K
|
296K
$34.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.31K- 11.09% |
$250K - $278K
|
18.5K
$2.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
56+ 0.56% |
$6.07K - $6.76K
|
10K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-16- 1.41% |
$1.74K - $1.93K
|
1.12K
$132K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
198+ 4.64% |
$21.5K - $23.9K
|
4.47K
$526K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.55K- 1.25% |
$169K - $187K
|
123K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.39K+ 10.17% |
$151K - $168K
|
15.1K
$1.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.16% |
$4.34K - $4.83K
|
24.9K
$2.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.71K- 17.79% |
$945K - $1.05M
|
40.3K
$4.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.73KNew |
$187K - $208K
|
1.73K
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-63.3K- 11.25% |
$6.87M - $7.64M
|
499K
$58.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-16- 0.29% |
$1.74K - $1.93K
|
5.55K
$654K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
477+ 12.06% |
$51.7K - $57.5K
|
4.43K
$522K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.11K+ 3.97% |
$554K - $616K
|
134K
$15.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-11- 0.52% |
$1.19K - $1.33K
|
2.09K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-25- 0.33% |
$2.71K - $3.02K
|
7.61K
$896K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.02K- 0.69% |
$111K - $123K
|
147K
$17.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 14.89% |
$125K - $139K
|
8.9K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-41.3K- 6.11% |
$4.48M - $4.98M
|
634K
$74.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-667- 10.12% |
$72.3K - $80.5K
|
5.92K
$698K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 13.96% |
$4.01K - $4.46K
|
302
$35.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-172K- 7.21% |
$18.6M - $20.7M
|
2.21M
$260M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-819- 6.69% |
$88.8K - $98.8K
|
11.4K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.33K- 6.04% |
$361K - $402K
|
51.8K
$6.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.54K+ 3.89% |
$275K - $306K
|
67.7K
$7.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
220+ 2.06% |
$23.9K - $26.5K
|
10.9K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
34+ 0.21% |
$3.69K - $4.1K
|
16.5K
$1.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
137+ 4.94% |
$14.9K - $16.5K
|
2.91K
$343K
|