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 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.86K+ 7.4% |
$440K - $492K
|
56.1K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.88K+ 1.93% |
$328K - $367K
|
153K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-338- 1.96% |
$38.5K - $43.1K
|
16.9K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.97K- 1.99% |
$338K - $378K
|
146K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5.3KNew |
$604K - $675K
|
5.3K
$571K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14.1K+ 20.14% |
$1.6M - $1.79M
|
83.9K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.1K- 2.86% |
$125K - $140K
|
37.3K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-378- 3.81% |
$43.1K - $48.1K
|
9.55K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.24% |
$5.13K - $5.73K
|
18.6K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8- 0.06% |
$911 - $1.02K
|
12.5K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.25K- 64.25% |
$484K - $541K
|
2.36K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-6.37K- 3.15% |
$725K - $811K
|
196K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
959+ 2.65% |
$109K - $122K
|
37.2K
$4.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.5K- 10.2% |
$171K - $191K
|
13.2K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
17.9K+ 11.6% |
$2.04M - $2.28M
|
173K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-101- 1.21% |
$11.5K - $12.9K
|
8.26K
$890K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.38K+ 8.98% |
$157K - $175K
|
16.7K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
766+ 12.58% |
$87.3K - $97.6K
|
6.85K
$738K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
23.8K+ 240.49% |
$2.71M - $3.03M
|
33.6K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
78K+ 30.37% |
$8.88M - $9.93M
|
335K
$36.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.13KNew |
$584K - $653K
|
5.13K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$114 - $127
|
15.2K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 4.04% |
$1.32M - $1.48M
|
299K
$32.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.36K+ 1.99% |
$269K - $301K
|
121K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
56K+ 244.06% |
$6.38M - $7.14M
|
79K
$8.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-19.4K- 22.66% |
$2.21M - $2.47M
|
66.1K
$7.12M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109K+ 50.63% |
$12.5M - $13.9M
|
325K
$35.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
862+ 4.06% |
$98.2K - $110K
|
22.1K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-90- 1.49% |
$10.3K - $11.5K
|
5.96K
$642K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.01K+ 29.4% |
$1.03M - $1.15M
|
39.6K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
63.7K+ 55.92% |
$7.25M - $8.11M
|
178K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
23.7KNew |
$2.7M - $3.02M
|
23.7K
$2.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.98KNew |
$225K - $252K
|
1.98K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4K+ 1.32% |
$456K - $510K
|
308K
$33.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
27+ 1.04% |
$3.08K - $3.44K
|
2.64K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
202+ 0.78% |
$23K - $25.7K
|
26.1K
$2.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-221- 0.56% |
$25.2K - $28.2K
|
39.6K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
403+ 0.43% |
$45.9K - $51.3K
|
95.1K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
251+ 3.78% |
$28.6K - $32K
|
6.89K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-769- 2.93% |
$87.6K - $98K
|
25.5K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
174+ 3.39% |
$19.8K - $22.2K
|
5.31K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
326+ 0.28% |
$37.1K - $41.5K
|
115K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
63+ 1.98% |
$7.18K - $8.02K
|
3.24K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.05K+ 1.47% |
$119K - $133K
|
72.3K
$7.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-64- 0.05% |
$7.29K - $8.15K
|
132K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-47- 0.54% |
$5.35K - $5.99K
|
8.68K
$935K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-25- 0.42% |
$2.85K - $3.18K
|
5.87K
$632K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-744- 5.88% |
$84.8K - $94.8K
|
11.9K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
399+ 0.32% |
$45.5K - $50.8K
|
124K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-74- 3.41% |
$8.43K - $9.43K
|
2.1K
$226K
|