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 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-951- 27.15% |
$97.5K - $114K
|
2.55K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.59K+ 0.59% |
$163K - $191K
|
271K
$30.1M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-169- 7.15% |
$17.3K - $20.3K
|
2.19K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
565+ 0.66% |
$57.9K - $67.8K
|
86.8K
$9.63M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.99M+ 105.3% |
$204M - $239M
|
3.88M
$431M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
74.8K+ 27.67% |
$7.67M - $8.97M
|
345K
$38.3M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-392- 9.94% |
$40.2K - $47K
|
3.55K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-5.92K- 4.67% |
$606K - $710K
|
121K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
123+ 14.82% |
$12.6K - $14.8K
|
953
$106K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.21% |
$205 - $240
|
969
$108K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
339K+ 3.8% |
$34.8M - $40.7M
|
9.25M
$1.03B
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
24.6K+ 7.98% |
$2.52M - $2.95M
|
333K
$37M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
2.48K+ 8.21% |
$254K - $297K
|
32.6K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
391+ 2.86% |
$40.1K - $46.9K
|
14K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
649+ 5.83% |
$66.5K - $77.9K
|
11.8K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3.37K- 2.0% |
$345K - $404K
|
165K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
131+ 0.46% |
$13.4K - $15.7K
|
28.8K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-3.24K- 3.73% |
$332K - $388K
|
83.5K
$9.27M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-91- 4.36% |
$9.33K - $10.9K
|
1.99K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-23K- 7.44% |
$2.36M - $2.76M
|
287K
$31.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.83K+ 19.18% |
$393K - $460K
|
23.8K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-101- 30.98% |
$10.4K - $12.1K
|
225
$25K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-35- 6.4% |
$3.59K - $4.2K
|
512
$56.8K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.58K+ 0.83% |
$162K - $190K
|
193K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
805+ 2981.48% |
$82.5K - $96.6K
|
832
$92.3K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
215New |
$22K - $25.8K
|
215
$23.9K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-597- 16.3% |
$61.2K - $71.6K
|
3.07K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.25K+ 6.51% |
$230K - $269K
|
36.8K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
193+ 0.55% |
$19.8K - $23.2K
|
35.4K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
28+ 7.47% |
$2.87K - $3.36K
|
403
$44.7K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
97+ 1.61% |
$9.94K - $11.6K
|
6.12K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
984+ 12.88% |
$101K - $118K
|
8.62K
$957K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.57K- 3.56% |
$161K - $188K
|
42.5K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.66K+ 6.75% |
$990K - $1.16M
|
153K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.27K+ 171.53% |
$233K - $272K
|
3.6K
$399K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
11+ 0.06% |
$1.13K - $1.32K
|
19.1K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.22K+ 19.01% |
$125K - $146K
|
7.61K
$844K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
303+ 1.39% |
$31.1K - $36.3K
|
22.1K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.85K- 5.0% |
$190K - $222K
|
35.3K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11K+ 318.95% |
$1.13M - $1.32M
|
14.5K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 0.15% |
$615 - $720
|
3.91K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-37.1K- 8.37% |
$3.8M - $4.45M
|
406K
$45.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
107+ 4.41% |
$11K - $12.8K
|
2.53K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 24.54% |
$116K - $136K
|
5.76K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.76K- 3.75% |
$386K - $452K
|
96.5K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-269- 99.63% |
$27.6K - $32.3K
|
1
$111
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.22KNew |
$330K - $387K
|
3.22K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
34.8K+ 28.43% |
$3.57M - $4.18M
|
157K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
65.1K+ 1.84% |
$6.67M - $7.81M
|
3.6M
$399M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
257+ 0.71% |
$26.3K - $30.8K
|
36.3K
$4.03M
|