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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-4.42K- 14.09% |
$400K - $483K
|
26.9K
$2.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.16K- 29.04% |
$286K - $346K
|
7.72K
$856K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-40- 1.58% |
$3.62K - $4.38K
|
2.49K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.26KNew |
$385K - $466K
|
4.26K
$472K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.32K- 75.07% |
$753K - $911K
|
2.76K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-4- 1.49% |
$362 - $438
|
264
$29.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.44K+ 4.22% |
$130K - $158K
|
35.5K
$3.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-118- 0.73% |
$10.7K - $12.9K
|
16K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
26+ 0.27% |
$2.35K - $2.85K
|
9.82K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-927- 0.61% |
$83.9K - $101K
|
151K
$16.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11+ 0.32% |
$996 - $1.2K
|
3.47K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
80+ 2.76% |
$7.24K - $8.76K
|
2.98K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
8.62K+ 12.58% |
$781K - $944K
|
77.2K
$8.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-424- 15.74% |
$38.4K - $46.4K
|
2.27K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17.1K- 32.31% |
$1.55M - $1.87M
|
35.8K
$3.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
65+ 0.68% |
$5.89K - $7.12K
|
9.59K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.94K+ 7.35% |
$176K - $213K
|
28.4K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
9.12K+ 16.45% |
$825K - $998K
|
64.5K
$7.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5.11K+ 1.59% |
$463K - $559K
|
328K
$36.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
56+ 0.53% |
$5.07K - $6.13K
|
10.5K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-442- 3.1% |
$40K - $48.4K
|
13.8K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-4.28K- 27.48% |
$388K - $469K
|
11.3K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 1.1% |
$11.7K - $14.1K
|
11.6K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.19KNew |
$198K - $240K
|
2.19K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
9.89K+ 35.93% |
$896K - $1.08M
|
37.4K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
34+ 0.76% |
$3.08K - $3.72K
|
4.53K
$503K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-896- 5.59% |
$81.1K - $98.1K
|
15.1K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-577- 21.59% |
$52.3K - $63.2K
|
2.1K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-58- 2.04% |
$5.25K - $6.35K
|
2.79K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-48- 1.15% |
$4.35K - $5.26K
|
4.13K
$458K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
300+ 1.62% |
$27.2K - $32.8K
|
18.9K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
351New |
$31.8K - $38.4K
|
351
$38.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.12K- 4.92% |
$101K - $122K
|
21.6K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.06K- 2.97% |
$95.8K - $116K
|
34.6K
$3.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-658- 1.84% |
$59.6K - $72K
|
35.1K
$3.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 7.35% |
$131K - $158K
|
21.1K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-98.8K- 13.51% |
$8.95M - $10.8M
|
632K
$70.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.82K+ 8.73% |
$346K - $418K
|
47.6K
$5.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
799+ 31.73% |
$72.4K - $87.5K
|
3.32K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
459+ 2.53% |
$41.6K - $50.3K
|
18.6K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.43K- 8.09% |
$311K - $376K
|
39K
$4.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 75.91% |
$18.7M - $22.7M
|
480K
$53.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-87K- 66.23% |
$7.88M - $9.52M
|
44.4K
$4.92M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 2.12% |
$7.7K - $9.31K
|
4.1K
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-860- 20.09% |
$77.9K - $94.2K
|
3.42K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-4.59K- 39.88% |
$416K - $502K
|
6.92K
$768K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.24K- 5.55% |
$113K - $136K
|
21.2K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.2K- 8.19% |
$200K - $241K
|
24.7K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-37- 0.37% |
$3.35K - $4.05K
|
10.1K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.36K- 13.42% |
$576K - $697K
|
41.1K
$4.56M
|