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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.74K- 7.74% |
$881K - $985K
|
92.1K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
21+ 0.35% |
$2.39K - $2.67K
|
6.11K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.76K+ 0.71% |
$428K - $479K
|
533K
$57.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
706+ 3.43% |
$80.4K - $89.9K
|
21.3K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
656+ 3.06% |
$74.7K - $83.6K
|
22.1K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
155+ 0.67% |
$17.7K - $19.7K
|
23.2K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.2MNew |
$1.62B - $1.81B
|
14.2M
$1.54B
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
19New |
$2.16K - $2.42K
|
19
$2.06K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.47K+ 2.52% |
$167K - $187K
|
59.9K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-195- 3.14% |
$22.2K - $24.8K
|
6.02K
$654K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$45.6K - $51K
|
400
$43.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7.36K- 12.72% |
$839K - $938K
|
50.5K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.69K+ 17.83% |
$420K - $470K
|
24.4K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.28K- 46.35% |
$260K - $290K
|
2.64K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.07% |
$456 - $510
|
5.49K
$596K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.3K+ 129.03% |
$1.06M - $1.19M
|
16.5K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6.78KNew |
$772K - $864K
|
6.78K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.11K- 0.64% |
$126K - $141K
|
172K
$18.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
76.8K+ 5.56% |
$8.75M - $9.79M
|
1.46M
$158M
|
|
|
Feb 06, 2025
Q4 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.64K+ 5.17% |
$415K - $464K
|
74.1K
$8.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
19.6K+ 57.59% |
$2.23M - $2.49M
|
53.5K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-14.8K- 1.87% |
$1.68M - $1.88M
|
775K
$84.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
14.1K+ 3.78% |
$1.61M - $1.8M
|
388K
$42.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
201+ 5.93% |
$22.9K - $25.6K
|
3.59K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
396+ 1.26% |
$45.1K - $50.4K
|
31.8K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-516- 5.21% |
$58.8K - $65.7K
|
9.4K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.85K+ 11.55% |
$780K - $872K
|
66.1K
$7.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 7.96% |
$2.21M - $2.47M
|
263K
$28.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.51KNew |
$286K - $320K
|
2.51K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-107- 0.82% |
$12.2K - $13.6K
|
12.9K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.6K+ 0.59% |
$5.88M - $6.57M
|
8.8M
$956M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
27.1KNew |
$3.08M - $3.45M
|
27.1K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-169- 1.93% |
$19.3K - $21.5K
|
8.59K
$933K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.58K+ 18.05% |
$180K - $201K
|
10.3K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 1.34% |
$12.5K - $14K
|
8.34K
$906K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
151+ 2.08% |
$17.2K - $19.2K
|
7.4K
$803K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-115- 1.77% |
$13.1K - $14.6K
|
6.4K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.72K+ 36.64% |
$310K - $347K
|
10.2K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.71K+ 1.4% |
$423K - $472K
|
270K
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-52- 1.4% |
$5.92K - $6.62K
|
3.67K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
100+ 3.25% |
$11.4K - $12.7K
|
3.17K
$345K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.92KNew |
$218K - $244K
|
1.92K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-61- 0.06% |
$6.95K - $7.77K
|
98.1K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15.9KNew |
$1.82M - $2.03M
|
15.9K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
15.5KNew |
$1.76M - $1.97M
|
15.5K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11.8K- 7.36% |
$1.35M - $1.51M
|
149K
$16.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-721K- 50.0% |
$82.1M - $91.9M
|
721K
$78.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-490- 1.01% |
$55.8K - $62.4K
|
47.9K
$5.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.93K- 9.24% |
$904K - $1.01M
|
77.9K
$8.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
79+ 0.82% |
$9K - $10.1K
|
9.68K
$1.05M
|