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 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-950- 2.02% |
$97.4K - $114K
|
46K
$5.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 1.73% |
$1.61M - $1.89M
|
924K
$103M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-152- 1.31% |
$15.6K - $18.2K
|
11.4K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
122K+ 6.51% |
$12.5M - $14.6M
|
1.99M
$221M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1.5K+ 29.41% |
$154K - $180K
|
6.6K
$732K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
19K+ 12.88% |
$1.95M - $2.28M
|
167K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.74K+ 2.79% |
$793K - $928K
|
285K
$31.6M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.13K- 11.0% |
$116K - $136K
|
9.14K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
403+ 5.45% |
$41.3K - $48.3K
|
7.8K
$865K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-149- 3.21% |
$15.3K - $17.9K
|
4.49K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.81% |
$2.05K - $2.4K
|
1.09K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.87K+ 4.05% |
$807K - $944K
|
202K
$22.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.34K+ 11.7% |
$650K - $761K
|
60.5K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
366+ 7.73% |
$37.5K - $43.9K
|
5.1K
$566K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.8KNew |
$287K - $336K
|
2.8K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.8K- 0.8% |
$799K - $935K
|
970K
$108M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
172+ 0.36% |
$17.6K - $20.6K
|
47.3K
$5.25M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
34+ 0.98% |
$3.48K - $4.08K
|
3.5K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.1K+ 5.54% |
$215K - $252K
|
40K
$4.43M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
148+ 7.31% |
$15.2K - $17.8K
|
2.17K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
47.5KNew |
$4.87M - $5.7M
|
47.5K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-380- 2.55% |
$38.9K - $45.6K
|
14.5K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-665- 2.43% |
$68.2K - $79.8K
|
26.8K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.09K+ 10.87% |
$112K - $131K
|
11.1K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-65.3K- 82.68% |
$6.69M - $7.83M
|
13.7K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.25K- 13.98% |
$948K - $1.11M
|
56.9K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 27.99% |
$512K - $600K
|
12.9K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-5- 0.12% |
$512 - $600
|
4.11K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-481K- 45.68% |
$49.3M - $57.7M
|
572K
$63.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-24.5K- 33.32% |
$2.51M - $2.94M
|
49K
$5.44M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-10.9K- 1.92% |
$1.12M - $1.31M
|
559K
$62.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
852+ 2.68% |
$87.3K - $102K
|
32.7K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
183+ 3.22% |
$18.8K - $22K
|
5.86K
$650K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.45K+ 5.41% |
$149K - $174K
|
28.3K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
65+ 2.4% |
$6.66K - $7.8K
|
2.78K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18.1K+ 6.42% |
$1.85M - $2.17M
|
299K
$33.2M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.17K+ 32.16% |
$427K - $500K
|
17.1K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
829+ 15.85% |
$85K - $99.4K
|
6.06K
$672K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-784- 2.52% |
$80.4K - $94K
|
30.3K
$3.36M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
369+ 2.88% |
$37.8K - $44.3K
|
13.2K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
98+ 0.79% |
$10K - $11.8K
|
12.5K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
63.5K+ 34.67% |
$6.51M - $7.62M
|
247K
$27.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.8K+ 4.52% |
$492K - $575K
|
111K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-156- 5.46% |
$16K - $18.7K
|
2.7K
$300K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-2.26K- 1.08% |
$232K - $272K
|
207K
$23M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.03K+ 11.47% |
$105K - $123K
|
9.97K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.45KNew |
$149K - $174K
|
1.45K
$161K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.39K- 2.79% |
$142K - $167K
|
48.4K
$5.37M
|
|
|
May 05, 2025
Q1 2025
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4+ 0.02% |
$410 - $480
|
25.6K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.32K- 8.56% |
$955K - $1.12M
|
99.5K
$11M
|