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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.15% |
$456 - $510
|
2.69K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.32% |
$1.37K - $1.53K
|
3.82K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.07K+ 2.74% |
$236K - $264K
|
77.6K
$8.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
75.1KNew |
$8.56M - $9.57M
|
75.1K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
5.48K+ 3.06% |
$624K - $697K
|
184K
$19.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
107K+ 168.94% |
$12.2M - $13.6M
|
170K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14+ 0.05% |
$1.59K - $1.78K
|
25.6K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-9- 0.43% |
$1.03K - $1.15K
|
2.09K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.85K- 21.17% |
$438K - $490K
|
14.3K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.03% |
$1.03K - $1.15K
|
26.2K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.25K- 2.95% |
$370K - $414K
|
107K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.19K+ 56.68% |
$591K - $661K
|
14.4K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
19+ 0.67% |
$2.16K - $2.42K
|
2.84K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
68+ 1.19% |
$7.75K - $8.66K
|
5.76K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$15.7K - $17.6K
|
138
$14.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.26K+ 1.09% |
$143K - $160K
|
117K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-510- 2.28% |
$58.1K - $65K
|
21.8K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-63- 2.93% |
$7.18K - $8.02K
|
2.09K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-320- 40.61% |
$36.5K - $40.8K
|
468
$50.4K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-7- 0.07% |
$797 - $892
|
10.2K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 7.19% |
$1.14K - $1.27K
|
129
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
913+ 2.19% |
$104K - $116K
|
42.7K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
320K+ 37.91% |
$36.5M - $40.8M
|
1.16M
$125M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-212K- 97.19% |
$24.1M - $26.9M
|
6.11K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.6K+ 10.69% |
$3.6M - $4.03M
|
327K
$35.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.9K+ 12.04% |
$900K - $1.01M
|
73.5K
$7.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.12K- 1.96% |
$811K - $907K
|
357K
$38.5M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
160+ 2.4% |
$18.2K - $20.4K
|
6.82K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
648+ 1.78% |
$73.8K - $82.5K
|
37.1K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.27K+ 1.63% |
$145K - $162K
|
79.5K
$8.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.14K+ 5.15% |
$472K - $528K
|
84.7K
$9.12M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
596+ 1.03% |
$67.9K - $75.9K
|
58.3K
$6.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.49K+ 0.85% |
$170K - $190K
|
177K
$19.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.28K+ 3.12% |
$1.06M - $1.18M
|
307K
$33.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
35+ 1.18% |
$3.99K - $4.46K
|
2.99K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.69K- 3.03% |
$307K - $343K
|
86.2K
$9.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.26K- 8.99% |
$144K - $161K
|
12.8K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.35KNew |
$268K - $299K
|
2.35K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
148+ 1.74% |
$16.9K - $18.9K
|
8.66K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.97K- 33.76% |
$566K - $633K
|
9.75K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.1K- 1.63% |
$125K - $140K
|
66.6K
$7.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
150KNew |
$17.1M - $19.1M
|
150K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
122KNew |
$13.9M - $15.6M
|
122K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.52K+ 1.73% |
$288K - $322K
|
148K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47+ 0.98% |
$5.35K - $5.99K
|
4.82K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.94K+ 4.46% |
$335K - $375K
|
68.9K
$7.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-60- 5.91% |
$6.84K - $7.64K
|
956
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.7K+ 55.35% |
$1.34M - $1.5M
|
32.9K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
69.6KNew |
$7.93M - $8.86M
|
69.6K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
674+ 4.64% |
$76.8K - $85.9K
|
15.2K
$1.64M
|