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 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-17.7K- 3.61% |
$1.81M - $2.12M
|
473K
$52.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-870- 6.43% |
$89.2K - $104K
|
12.7K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
193+ 2.97% |
$19.8K - $23.2K
|
6.69K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-423- 11.37% |
$43.4K - $50.7K
|
3.3K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.96K+ 35.54% |
$304K - $356K
|
11.3K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
53.2K+ 74.21% |
$5.45M - $6.38M
|
125K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
92.7KNew |
$9.5M - $11.1M
|
92.7K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.85K- 5.76% |
$599K - $702K
|
95.7K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.7K+ 0.73% |
$1.09M - $1.28M
|
1.47M
$163M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-46.9K- 14.48% |
$4.81M - $5.63M
|
277K
$30.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 18.3% |
$118K - $138K
|
5.14K
$571K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-456- 2.65% |
$46.7K - $54.7K
|
16.8K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
746+ 2.21% |
$76.5K - $89.5K
|
34.6K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
1.88K+ 8.07% |
$192K - $225K
|
25.1K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.44K+ 20.69% |
$455K - $533K
|
25.9K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.02K- 4.19% |
$309K - $362K
|
69K
$7.65M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.05% |
$102 - $120
|
1.94K
$215K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29K+ 8.92% |
$2.98M - $3.48M
|
354K
$39.3M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.73KNew |
$280K - $328K
|
2.73K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.47K- 3.53% |
$355K - $416K
|
94.7K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.77KNew |
$489K - $572K
|
4.77K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
238+ 14.57% |
$24.4K - $28.6K
|
1.87K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.73K+ 4.95% |
$690K - $807K
|
143K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.02% |
$102 - $120
|
5.49K
$609K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-68.6K- 4.0% |
$7.03M - $8.22M
|
1.65M
$183M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
891+ 2.0% |
$91.3K - $107K
|
45.5K
$5.05M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-87- 3.49% |
$8.92K - $10.4K
|
2.41K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-62- 0.57% |
$6.35K - $7.44K
|
10.8K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-41- 1.23% |
$4.2K - $4.92K
|
3.3K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.89K+ 16.96% |
$911K - $1.07M
|
61.3K
$6.8M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.13K+ 1.29% |
$218K - $256K
|
167K
$18.6M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.2K+ 3.39% |
$1.86M - $2.18M
|
555K
$61.6M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
383+ 5.96% |
$39.3K - $45.9K
|
6.81K
$756K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-620- 0.64% |
$63.5K - $74.4K
|
96.8K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
28.4KNew |
$2.91M - $3.41M
|
28.4K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
496+ 20.04% |
$50.8K - $59.5K
|
2.97K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2+ 0.03% |
$205 - $240
|
5.93K
$658K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.38K- 13.95% |
$347K - $406K
|
20.9K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
939+ 4.35% |
$96.2K - $113K
|
22.5K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.98K- 1.86% |
$203K - $238K
|
105K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-32.4K- 24.67% |
$3.32M - $3.88M
|
98.8K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-85- 1.55% |
$8.71K - $10.2K
|
5.38K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.79K- 3.94% |
$696K - $815K
|
165K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.74K+ 18.82% |
$384K - $449K
|
23.6K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
259+ 3.71% |
$26.5K - $31.1K
|
7.24K
$803K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.3K+ 13.89% |
$133K - $155K
|
10.6K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.41K+ 1.42% |
$144K - $169K
|
101K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.61K+ 6.04% |
$575K - $673K
|
98.4K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16K+ 5.36% |
$222K - $260K
|
42.5K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
79+ 8.33% |
$8.1K - $9.48K
|
1.03K
$114K
|