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 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 3.63% |
$206K - $241K
|
57.4K
$6.37M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-113- 3.26% |
$11.6K - $13.6K
|
3.36K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-52.1K- 84.58% |
$5.34M - $6.25M
|
9.5K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-129- 3.79% |
$13.2K - $15.5K
|
3.28K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 0.23% |
$4.02M - $4.7M
|
17.1M
$1.9B
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-27.3K- 10.83% |
$2.8M - $3.27M
|
225K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.29K+ 5.21% |
$133K - $155K
|
26.1K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.28K- 7.5% |
$131K - $154K
|
15.8K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.52K- 1.9% |
$156K - $182K
|
78.3K
$8.69M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-6.77K- 4.06% |
$694K - $813K
|
160K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28.8K+ 9.75% |
$2.95M - $3.46M
|
325K
$36M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.83K- 2.74% |
$187K - $219K
|
64.8K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.88K+ 0.76% |
$602K - $705K
|
775K
$86M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-140K- 98.73% |
$14.3M - $16.8M
|
1.8K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
26+ 0.69% |
$2.66K - $3.12K
|
3.77K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
329+ 5.58% |
$33.7K - $39.5K
|
6.22K
$690K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.57K+ 11.94% |
$674K - $788K
|
61.6K
$6.84M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-54.2K- 9.99% |
$5.55M - $6.5M
|
488K
$54.2M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
135KNew |
$13.9M - $16.2M
|
135K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.6K+ 9.12% |
$881K - $1.03M
|
103K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.4K- 15.31% |
$1.58M - $1.84M
|
85K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-95- 1.52% |
$9.74K - $11.4K
|
6.15K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-212- 35.51% |
$21.7K - $25.4K
|
385
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-208- 9.75% |
$21.3K - $25K
|
1.93K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
148+ 2.61% |
$15.2K - $17.8K
|
5.82K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.65K+ 36.46% |
$169K - $198K
|
6.19K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
40New |
$4.1K - $4.8K
|
40
$4.44K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.56K- 16.83% |
$570K - $667K
|
27.5K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
15.5K+ 18.41% |
$1.58M - $1.85M
|
99.4K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-61.4K- 34.19% |
$6.3M - $7.37M
|
118K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
625+ 3.17% |
$64.1K - $75K
|
20.3K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-26.4K- 44.06% |
$2.7M - $3.17M
|
33.5K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
386+ 9.29% |
$39.6K - $46.3K
|
4.54K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 1.42% |
$208K - $243K
|
141K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-707- 11.44% |
$72.5K - $84.8K
|
5.48K
$608K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-100- 1.76% |
$10.2K - $12K
|
5.57K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
434+ 16.99% |
$44.5K - $52.1K
|
2.99K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-80- 3.51% |
$8.2K - $9.6K
|
2.2K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.4K+ 5.97% |
$3.74M - $4.37M
|
647K
$71.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-112- 2.64% |
$11.5K - $13.4K
|
4.13K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.6K+ 21.9% |
$164K - $191K
|
8.88K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-283- 0.47% |
$29K - $33.9K
|
59.4K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
759+ 2.34% |
$77.8K - $91K
|
33.2K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.39K+ 5.61% |
$245K - $287K
|
45.1K
$5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77.9K+ 7.03% |
$7.99M - $9.35M
|
1.19M
$132M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-408- 2.0% |
$41.8K - $48.9K
|
20K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.52K- 98.9% |
$156K - $183K
|
17
$1.89K
|
|
|
May 13, 2025
Q1 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
527+ 0.55% |
$54K - $63.2K
|
95.7K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
292New |
$29.9K - $35K
|
292
$32.4K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-38- 0.68% |
$3.89K - $4.56K
|
5.55K
$615K
|