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
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$102 - $120
|
1
$111
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.33KNew |
$239K - $280K
|
2.33K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-99- 0.6% |
$10.1K - $11.9K
|
16.4K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.54K- 15.52% |
$157K - $184K
|
8.36K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-115K- 8.14% |
$11.8M - $13.8M
|
1.3M
$144M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
245+ 6.05% |
$25.1K - $29.4K
|
4.29K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.95K+ 127.54% |
$302K - $354K
|
5.26K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.52K+ 2.7% |
$463K - $542K
|
172K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
900+ 2.17% |
$92.2K - $108K
|
42.5K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.7K- 33.36% |
$3.15M - $3.69M
|
61.4K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 0.11% |
$171K - $200K
|
1.56M
$173M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.17K- 5.81% |
$222K - $260K
|
35.2K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
43.7KNew |
$4.48M - $5.24M
|
43.7K
$4.85M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-850- 28.37% |
$87.1K - $102K
|
2.15K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-63.8K- 3.48% |
$6.54M - $7.66M
|
1.77M
$196M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.05K- 5.13% |
$108K - $126K
|
19.4K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
128+ 3.78% |
$13.1K - $15.4K
|
3.52K
$390K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.5K+ 84.87% |
$1.8M - $2.1M
|
38.2K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.65K+ 10.73% |
$784K - $917K
|
78.9K
$8.76M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
790+ 16.82% |
$81K - $94.8K
|
5.49K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.91K+ 2.63% |
$401K - $469K
|
152K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-8.77K- 17.62% |
$899K - $1.05M
|
41K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
11New |
$1.13K - $1.32K
|
11
$1.22K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8K+ 46.6% |
$1.11M - $1.3M
|
34.1K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.63KNew |
$270K - $316K
|
2.63K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-286K- 97.74% |
$29.4M - $34.4M
|
6.62K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-10- 0.16% |
$1.02K - $1.2K
|
6.08K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.45K- 18.96% |
$149K - $174K
|
6.2K
$688K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-186- 1.43% |
$19.1K - $22.3K
|
12.8K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-212- 0.66% |
$21.7K - $25.4K
|
32K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-739K- 18.31% |
$75.7M - $88.6M
|
3.3M
$366M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
64New |
$6.56K - $7.68K
|
64
$7.1K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-59.9K- 21.6% |
$6.14M - $7.19M
|
218K
$24.1M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
381+ 1.13% |
$39K - $45.7K
|
34.1K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
76.4K+ 152.22% |
$7.83M - $9.16M
|
127K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.94KNew |
$403K - $472K
|
3.94K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-764- 0.38% |
$78.3K - $91.6K
|
200K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 1.96% |
$182K - $213K
|
92.7K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-266- 2.12% |
$27.3K - $31.9K
|
12.3K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.31K- 5.03% |
$647K - $757K
|
119K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 0.97% |
$121K - $142K
|
123K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 10.4% |
$1.33K - $1.56K
|
138
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
60K+ 209.33% |
$6.15M - $7.2M
|
88.7K
$9.84M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
197+ 9.24% |
$20.2K - $23.6K
|
2.33K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
205+ 0.81% |
$21K - $24.6K
|
25.6K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-28- 0.11% |
$2.87K - $3.36K
|
25.1K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
10+ 0.32% |
$1.02K - $1.2K
|
3.17K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-13.3K- 15.49% |
$1.36M - $1.6M
|
72.6K
$8.06M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
425+ 2.69% |
$43.6K - $51K
|
16.2K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
249New |
$25.5K - $29.9K
|
249
$27.6K
|