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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
157+ 1.59% |
$17K - $18.9K
|
10K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.86KNew |
$202K - $225K
|
1.86K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-2.01K- 4.22% |
$218K - $243K
|
45.7K
$5.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.68K- 4.56% |
$183K - $203K
|
35.2K
$4.15M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.36K- 8.95% |
$473K - $526K
|
44.4K
$5.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
7.16K+ 49.07% |
$777K - $864K
|
21.8K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-201- 2.45% |
$21.8K - $24.2K
|
8.01K
$944K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
505+ 2.82% |
$54.8K - $60.9K
|
18.4K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-13- 0.21% |
$1.41K - $1.57K
|
6.18K
$728K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
14.1K+ 223.39% |
$1.53M - $1.71M
|
20.5K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
23KNew |
$2.49M - $2.77M
|
23K
$2.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
139+ 0.19% |
$15.1K - $16.8K
|
73.9K
$8.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.5K- 6.59% |
$2.87M - $3.19M
|
375K
$44.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$325 - $362
|
7.83K
$922K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.52K- 17.89% |
$274K - $304K
|
11.6K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.53K+ 3.94% |
$166K - $185K
|
40.3K
$4.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.9K+ 37.23% |
$1.73M - $1.92M
|
58.7K
$6.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-24- 0.03% |
$2.6K - $2.9K
|
81.2K
$9.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
243+ 2.53% |
$26.4K - $29.3K
|
9.86K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 0.08% |
$434 - $483
|
4.99K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
2.27K+ 2.93% |
$247K - $274K
|
80K
$9.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
974+ 4.66% |
$106K - $117K
|
21.9K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
822New |
$89.2K - $99.2K
|
822
$96.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 7.46% |
$2.02M - $2.25M
|
269K
$31.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.22K- 15.64% |
$132K - $147K
|
6.56K
$773K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.72K+ 6.75% |
$404K - $449K
|
58.9K
$6.94M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-43- 1.88% |
$4.66K - $5.19K
|
2.24K
$264K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.75KNew |
$190K - $212K
|
1.75K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.72KNew |
$187K - $208K
|
1.72K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
752+ 2.57% |
$81.6K - $90.7K
|
30.1K
$3.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
3.35KNew |
$364K - $404K
|
3.35K
$395K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.4KNew |
$478K - $531K
|
4.4K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.92K- 11.46% |
$534K - $594K
|
38K
$4.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
194+ 3.88% |
$21K - $23.4K
|
5.2K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.3K+ 24.08% |
$1.45M - $1.61M
|
68.7K
$8.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.99K+ 50.96% |
$324K - $360K
|
8.85K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.59K- 4.63% |
$172K - $191K
|
32.7K
$3.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.08K+ 3.23% |
$550K - $612K
|
162K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
10.3KNew |
$1.12M - $1.24M
|
10.3K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-917- 5.53% |
$99.5K - $111K
|
15.7K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.8K- 8.67% |
$195K - $217K
|
18.9K
$2.23M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-514- 4.63% |
$55.7K - $62K
|
10.6K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.1K- 1.81% |
$4.89M - $5.44M
|
2.45M
$288M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-313- 1.64% |
$33.9K - $37.8K
|
18.8K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
219+ 9.46% |
$23.8K - $26.4K
|
2.53K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-17- 0.08% |
$1.84K - $2.05K
|
21K
$2.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
80+ 0.24% |
$8.68K - $9.65K
|
32.9K
$3.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20.4K+ 127.66% |
$2.21M - $2.46M
|
36.4K
$4.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-18.7K- 15.59% |
$2.02M - $2.25M
|
101K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
325+ 306.6% |
$35.2K - $39.2K
|
431
$50.8K
|