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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.16K- 50.85% |
$246K - $275K
|
2.09K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
810+ 6.32% |
$92.3K - $103K
|
13.6K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
16.9KNew |
$1.93M - $2.16M
|
16.9K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
18.1K+ 17.04% |
$2.06M - $2.31M
|
124K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
470K+ 80.47% |
$53.5M - $59.8M
|
1.05M
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
19.3K+ 52.18% |
$2.2M - $2.46M
|
56.3K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-41.6K- 42.66% |
$4.74M - $5.3M
|
56K
$6.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.4K+ 0.99% |
$160K - $179K
|
144K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-235- 7.98% |
$26.8K - $29.9K
|
2.71K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.2K+ 2.24% |
$1.39M - $1.56M
|
558K
$60.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-512- 4.38% |
$58.3K - $65.2K
|
11.2K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.7K+ 175.88% |
$1.44M - $1.62M
|
19.9K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
430+ 0.84% |
$49K - $54.8K
|
51.5K
$5.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
903+ 2.97% |
$103K - $115K
|
31.3K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-739- 2.25% |
$84.2K - $94.1K
|
32.1K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-550- 9.99% |
$62.7K - $70.1K
|
4.96K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15K- 14.18% |
$1.7M - $1.91M
|
90.6K
$9.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
295K+ 59.16% |
$33.6M - $37.6M
|
794K
$85.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5+ 0.2% |
$570 - $637
|
2.5K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
262+ 6.04% |
$29.8K - $33.4K
|
4.6K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65+ 1.39% |
$7.4K - $8.28K
|
4.76K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.24K+ 1.41% |
$255K - $285K
|
161K
$17.4M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-9K- 3.1% |
$1.02M - $1.15M
|
281K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.34K- 6.21% |
$153K - $171K
|
20.3K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.65K+ 34.77% |
$188K - $211K
|
6.41K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.04K+ 13.35% |
$118K - $132K
|
8.83K
$951K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
55+ 0.89% |
$6.27K - $7.01K
|
6.24K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
117+ 0.92% |
$13.3K - $14.9K
|
12.8K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.78K+ 0.75% |
$430K - $481K
|
505K
$54.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37.7K+ 1.8% |
$4.3M - $4.81M
|
2.13M
$230M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.6K- 19.67% |
$296K - $331K
|
10.6K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
583+ 1.19% |
$66.4K - $74.3K
|
49.5K
$5.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-44- 1.74% |
$5.01K - $5.6K
|
2.49K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
5.46K+ 15.04% |
$622K - $695K
|
41.7K
$4.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
516+ 5.8% |
$58.8K - $65.7K
|
9.41K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.31K- 6.29% |
$149K - $167K
|
19.5K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
BUY
|
- |
4.67K+ 3.65% |
$532K - $595K
|
133K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
390+ 3.44% |
$44.4K - $49.7K
|
11.7K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-296- 6.68% |
$33.7K - $37.7K
|
4.13K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2+ 0.01% |
$228 - $255
|
37.1K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.1K- 9.12% |
$1.15M - $1.28M
|
100K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13+ 0.64% |
$1.48K - $1.66K
|
2.05K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-180- 1.89% |
$20.5K - $22.9K
|
9.33K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.03K+ 41.13% |
$801K - $895K
|
24.1K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
930+ 8.6% |
$106K - $118K
|
11.7K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
482+ 11.63% |
$54.9K - $61.4K
|
4.63K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-14.4K- 1.76% |
$1.64M - $1.83M
|
804K
$86.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.59K- 2.78% |
$181K - $203K
|
55.7K
$6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-309- 1.63% |
$35.2K - $39.4K
|
18.6K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-708- 1.41% |
$80.7K - $90.2K
|
49.4K
$5.32M
|