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 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-220- 8.77% |
$22.5K - $26.4K
|
2.29K
$254K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 5.32% |
$293K - $343K
|
56.7K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.76K- 7.97% |
$282K - $331K
|
31.8K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
267New |
$27.4K - $32K
|
267
$29.6K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.2K
|
3.45K
$383K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-989- 2.79% |
$101K - $119K
|
34.4K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.05% |
$307 - $360
|
6.11K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
248+ 0.41% |
$25.4K - $29.8K
|
60.8K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-316- 3.18% |
$32.4K - $37.9K
|
9.64K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.32K- 52.22% |
$237K - $278K
|
2.12K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.46K+ 1.52% |
$149K - $175K
|
97.3K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-32.5K- 96.43% |
$3.33M - $3.9M
|
1.2K
$133K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.44K+ 4.79% |
$147K - $172K
|
31.4K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
3.27K+ 4.36% |
$335K - $393K
|
78.4K
$8.7M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-87- 5.34% |
$8.92K - $10.4K
|
1.54K
$171K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.1K+ 1.23% |
$215K - $252K
|
172K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-815- 22.19% |
$83.5K - $97.8K
|
2.86K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
19+ 0.64% |
$1.95K - $2.28K
|
2.99K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
324+ 1.1% |
$33.2K - $38.9K
|
29.7K
$3.3M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.59K+ 9.56% |
$265K - $310K
|
29.6K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.3KNew |
$543K - $635K
|
5.3K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
5.92K+ 0.77% |
$606K - $710K
|
777K
$86.2M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
853+ 1.51% |
$87.4K - $102K
|
57.2K
$6.35M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-750- 6.39% |
$76.9K - $90K
|
11K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.64K+ 4.94% |
$168K - $197K
|
34.9K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
33.3K+ 18.35% |
$3.41M - $3.99M
|
215K
$23.8M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-195- 2.16% |
$20K - $23.4K
|
8.84K
$980K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.82KNew |
$494K - $579K
|
4.82K
$535K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
53+ 9.98% |
$5.43K - $6.36K
|
584
$64.8K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
581+ 2.2% |
$59.5K - $69.7K
|
27K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-933K- 97.32% |
$95.6M - $112M
|
25.7K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 1.21% |
$307 - $360
|
250
$27.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.77K- 12.89% |
$796K - $931K
|
52.5K
$5.82M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-42.5K- 82.85% |
$4.35M - $5.1M
|
8.79K
$976K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-580- 3.94% |
$59.4K - $69.6K
|
14.1K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-375- 5.31% |
$38.4K - $45K
|
6.69K
$742K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.82K+ 14.34% |
$494K - $579K
|
38.5K
$4.27M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
254+ 1.66% |
$26K - $30.5K
|
15.6K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.08K- 35.54% |
$111K - $130K
|
1.96K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
13.7K+ 20.0% |
$1.4M - $1.64M
|
82.2K
$9.12M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-841- 1.29% |
$86.2K - $101K
|
64.3K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-199- 0.63% |
$20.4K - $23.9K
|
31.6K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
40+ 1.13% |
$4.1K - $4.8K
|
3.59K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
1.61K+ 11.5% |
$165K - $193K
|
15.6K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-454- 11.17% |
$46.5K - $54.5K
|
3.61K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-370- 0.72% |
$37.9K - $44.4K
|
51K
$5.66M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
173+ 1.31% |
$17.7K - $20.8K
|
13.4K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.87K- 1.45% |
$396K - $464K
|
263K
$29.1M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.77% |
$33.5K - $39.2K
|
6.53K
$724K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.12K+ 1.74% |
$115K - $134K
|
65.4K
$7.25M
|