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
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-314- 0.41% |
$32.2K - $37.7K
|
75.6K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.72K+ 4.55% |
$586K - $686K
|
131K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
758+ 1.15% |
$77.7K - $90.9K
|
66.9K
$7.42M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-1.75K- 17.24% |
$179K - $210K
|
8.41K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16+ 3.9% |
$1.64K - $1.92K
|
426
$47.3K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-54.5K- 80.7% |
$5.59M - $6.54M
|
13K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 2.95% |
$135K - $158K
|
43.3K
$4.81M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-38- 5.65% |
$3.89K - $4.56K
|
635
$70.5K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-10.6K- 9.19% |
$1.08M - $1.27M
|
104K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.6K- 0.45% |
$3.75M - $4.39M
|
8.1M
$899M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.6K+ 2.02% |
$8.47M - $9.91M
|
4.18M
$464M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-8.97K- 22.29% |
$919K - $1.08M
|
31.3K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.31K+ 3.76% |
$647K - $757K
|
174K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-670- 0.42% |
$68.7K - $80.4K
|
158K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 0.69% |
$230K - $269K
|
322K
$35.7M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-69.4K- 50.67% |
$7.12M - $8.33M
|
67.6K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.15K+ 5.79% |
$118K - $138K
|
21K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-540- 5.65% |
$55.3K - $64.8K
|
9.02K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.17% |
$410 - $480
|
2.33K
$258K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-19.7K- 5.88% |
$2.02M - $2.36M
|
315K
$35M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-77.5K- 93.67% |
$7.95M - $9.3M
|
5.24K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-455- 10.52% |
$46.6K - $54.6K
|
3.87K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.5K+ 44.26% |
$5.79M - $6.77M
|
184K
$20.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.77K+ 14.24% |
$694K - $812K
|
54.3K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
4.01K+ 115.86% |
$411K - $481K
|
7.47K
$829K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-387- 14.28% |
$39.7K - $46.4K
|
2.32K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-468- 12.84% |
$48K - $56.1K
|
3.18K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
19+ 0.84% |
$1.95K - $2.28K
|
2.28K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.26K- 12.92% |
$129K - $151K
|
8.47K
$940K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.25% |
$717 - $840
|
2.85K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
117+ 212.73% |
$12K - $14K
|
172
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-553- 0.87% |
$56.7K - $66.3K
|
63.4K
$7.03M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.83% |
$7.58K - $8.88K
|
8.99K
$998K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-451- 2.21% |
$46.2K - $54.1K
|
19.9K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-659- 1.44% |
$67.5K - $79.1K
|
45.2K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.32K- 16.62% |
$545K - $638K
|
26.7K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
27.8K+ 40.14% |
$2.85M - $3.33M
|
97.1K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-160- 3.25% |
$16.4K - $19.2K
|
4.77K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Factorial Partners, LLC
|
BUY
|
- |
1.6K+ 19.51% |
$164K - $192K
|
9.8K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
796New |
$81.6K - $95.5K
|
796
$88.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.4K- 11.39% |
$4.96M - $5.81M
|
377K
$41.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 7.94% |
$1.02K - $1.2K
|
116
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
147K+ 289.37% |
$15.1M - $17.6M
|
198K
$22M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-620- 9.69% |
$63.5K - $74.4K
|
5.78K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
6.75K+ 14.82% |
$692K - $810K
|
52.3K
$5.81M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-515- 8.91% |
$52.8K - $61.8K
|
5.27K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.36K- 16.12% |
$139K - $163K
|
7.07K
$784K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.36K+ 15.36% |
$242K - $283K
|
17.7K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37New |
$3.79K - $4.44K
|
37
$4.11K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.7K+ 10.39% |
$1.3M - $1.52M
|
135K
$15M
|