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 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-803- 0.21% |
$82.3K - $96.3K
|
384K
$42.6M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-133- 16.99% |
$13.6K - $16K
|
650
$72.1K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
913+ 1.59% |
$93.6K - $110K
|
58.5K
$6.49M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.42K- 11.01% |
$658K - $770K
|
51.9K
$5.76M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.78K- 25.34% |
$284K - $333K
|
8.17K
$907K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.81K+ 17.79% |
$185K - $217K
|
12K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-149- 6.5% |
$15.3K - $17.9K
|
2.15K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-6.82K- 19.19% |
$699K - $818K
|
28.7K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-208- 2.89% |
$21.3K - $25K
|
6.99K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
472+ 4.0% |
$48.4K - $56.6K
|
12.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.07K+ 9.81% |
$827K - $968K
|
90.3K
$10M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.9K- 7.61% |
$1.33M - $1.55M
|
157K
$17.4M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
708+ 1.9% |
$72.6K - $84.9K
|
37.9K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.44K- 4.83% |
$250K - $293K
|
48.1K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-31.4K- 82.64% |
$3.22M - $3.77M
|
6.6K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.79K- 95.22% |
$286K - $335K
|
140
$15.5K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9+ 0.09% |
$922 - $1.08K
|
9.59K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-128- 4.68% |
$13.1K - $15.4K
|
2.61K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
193+ 74.23% |
$19.8K - $23.2K
|
453
$50.3K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-645- 10.1% |
$66.1K - $77.4K
|
5.74K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
538+ 14.99% |
$55.1K - $64.5K
|
4.13K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-586- 2.3% |
$60.1K - $70.3K
|
24.9K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.88K- 26.88% |
$295K - $345K
|
7.83K
$868K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-101- 4.92% |
$10.4K - $12.1K
|
1.95K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-721- 20.64% |
$73.9K - $86.5K
|
2.77K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-31- 1.13% |
$3.18K - $3.72K
|
2.7K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
320+ 2.16% |
$32.8K - $38.4K
|
15.1K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
627+ 8.91% |
$64.3K - $75.2K
|
7.67K
$851K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
50+ 0.95% |
$5.12K - $6K
|
5.33K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-513- 4.11% |
$52.6K - $61.5K
|
12K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-586- 13.63% |
$60.1K - $70.3K
|
3.71K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.25K+ 5.36% |
$948K - $1.11M
|
182K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.27K+ 15.4% |
$130K - $153K
|
9.53K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.62K+ 3.15% |
$269K - $314K
|
85.9K
$9.53M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.22K- 31.85% |
$740K - $866K
|
15.5K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.49K+ 8.76% |
$153K - $179K
|
18.5K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-220K- 98.96% |
$22.6M - $26.4M
|
2.32K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
33+ 6.96% |
$3.38K - $3.96K
|
507
$56.3K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
11.7K+ 1.87% |
$1.2M - $1.4M
|
637K
$70.7M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.98K+ 1.77% |
$408K - $477K
|
229K
$25.4M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
1.77K+ 71.56% |
$181K - $212K
|
4.24K
$471K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
155K+ 1.77% |
$15.9M - $18.7M
|
8.96M
$994M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.47K+ 23.61% |
$458K - $536K
|
23.4K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-423- 6.62% |
$43.4K - $50.7K
|
5.96K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-12.2K- 24.52% |
$1.25M - $1.47M
|
37.6K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.3K+ 2.85% |
$133K - $156K
|
46.8K
$5.19M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
20.8K+ 50.43% |
$2.13M - $2.49M
|
61.9K
$6.87M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
36.1K+ 6.77% |
$3.7M - $4.33M
|
570K
$63.2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-283- 4.05% |
$29K - $33.9K
|
6.71K
$744K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-107- 0.54% |
$11K - $12.8K
|
19.8K
$2.2M
|