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 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-7.53K- 55.41% |
$771K - $903K
|
6.06K
$672K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7.33K+ 3.31% |
$751K - $879K
|
229K
$25.4M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
306+ 0.73% |
$31.4K - $36.7K
|
42.4K
$4.71M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.18K+ 2.33% |
$224K - $262K
|
95.9K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.62K+ 6.43% |
$371K - $434K
|
60K
$6.65M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-398- 0.68% |
$40.8K - $47.7K
|
58.2K
$6.46M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
105New |
$10.8K - $12.6K
|
105
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238K- 97.78% |
$24.3M - $28.5M
|
5.38K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.08K+ 11.96% |
$418K - $489K
|
38.2K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.02K+ 0.89% |
$105K - $122K
|
116K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 3.12% |
$188K - $220K
|
60.4K
$6.71M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
79+ 0.11% |
$8.1K - $9.48K
|
73.8K
$8.19M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.25K+ 0.75% |
$436K - $510K
|
569K
$63.1M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
644+ 6.33% |
$66K - $77.3K
|
10.8K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
119+ 0.65% |
$12.2K - $14.3K
|
18.4K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
42+ 0.31% |
$4.3K - $5.04K
|
13.6K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-299- 6.99% |
$30.6K - $35.9K
|
3.98K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
19.8K+ 2.93% |
$2.03M - $2.37M
|
695K
$77.1M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-86- 2.1% |
$8.81K - $10.3K
|
4K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-112- 0.39% |
$11.5K - $13.4K
|
28.9K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
4.03KNew |
$413K - $483K
|
4.03K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-255K- 95.1% |
$26.1M - $30.5M
|
13.1K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.52K- 7.17% |
$463K - $542K
|
58.4K
$6.48M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-40K- 42.43% |
$4.1M - $4.8M
|
54.3K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5+ 0.19% |
$512 - $600
|
2.59K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.08K+ 47.42% |
$623K - $729K
|
18.9K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.07% |
$410 - $480
|
5.85K
$649K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
352K+ 4.2% |
$36M - $42.2M
|
8.73M
$968M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.3K+ 4.76% |
$440K - $515K
|
94.5K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-149K- 58.04% |
$15.3M - $17.9M
|
108K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
976+ 17.32% |
$100K - $117K
|
6.61K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-24- 0.28% |
$2.46K - $2.88K
|
8.57K
$950K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.58K- 3.09% |
$367K - $429K
|
112K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-284- 5.04% |
$29.1K - $34.1K
|
5.35K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-250- 4.64% |
$25.6K - $30K
|
5.14K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.09K+ 8.35% |
$419K - $490K
|
53K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.25K+ 16.31% |
$128K - $149K
|
8.88K
$985K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-176- 2.69% |
$18K - $21.1K
|
6.36K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-511- 1.6% |
$52.4K - $61.3K
|
31.5K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
113K+ 173.52% |
$11.5M - $13.5M
|
178K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.26K- 8.62% |
$129K - $151K
|
13.4K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.23K- 5.95% |
$229K - $268K
|
35.3K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
191+ 2.84% |
$19.6K - $22.9K
|
6.92K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8K+ 6.61% |
$820K - $960K
|
129K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
759New |
$77.8K - $91K
|
759
$84.2K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
12.6K+ 2.34% |
$1.29M - $1.51M
|
550K
$61M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-69- 1.63% |
$7.07K - $8.28K
|
4.16K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-566- 0.83% |
$58K - $67.9K
|
67.8K
$7.52M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-123K- 3.92% |
$12.6M - $14.7M
|
3.01M
$334M
|