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 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
265+ 12.14% |
$27.2K - $31.8K
|
2.45K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
411+ 1.03% |
$42.1K - $49.3K
|
40.4K
$4.49M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-35- 1.17% |
$3.59K - $4.2K
|
2.96K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-9.77K- 50.95% |
$1M - $1.17M
|
9.41K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.28K+ 10.7% |
$234K - $273K
|
23.6K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-22K- 49.96% |
$2.25M - $2.63M
|
22K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.72K+ 3.92% |
$279K - $327K
|
72.3K
$8.02M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
3.6K+ 14.32% |
$369K - $431K
|
28.7K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
33.9K+ 31.76% |
$3.48M - $4.07M
|
141K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-11- 4.89% |
$1.13K - $1.32K
|
214
$23.7K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
185+ 2.47% |
$19K - $22.2K
|
7.67K
$851K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.3% |
$1.02K - $1.2K
|
3.36K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-425- 12.02% |
$43.6K - $51K
|
3.11K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.58K+ 12.17% |
$162K - $190K
|
14.6K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-210- 0.41% |
$21.5K - $25.2K
|
51.3K
$5.69M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
96+ 2.35% |
$9.84K - $11.5K
|
4.18K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
149+ 2.2% |
$15.3K - $17.9K
|
6.93K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 1.47% |
$141K - $165K
|
92.1K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
44.9K+ 83.98% |
$4.61M - $5.39M
|
98.5K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-77- 0.75% |
$7.89K - $9.24K
|
10.2K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
223+ 0.54% |
$22.9K - $26.8K
|
41.3K
$4.59M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.79K- 26.13% |
$901K - $1.05M
|
24.9K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
104+ 0.88% |
$10.7K - $12.5K
|
11.9K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-481- 0.89% |
$49.3K - $57.7K
|
53.7K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-82.9K- 36.63% |
$8.49M - $9.94M
|
143K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.45K+ 0.87% |
$251K - $294K
|
282K
$31.3M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.4K- 8.19% |
$144K - $168K
|
15.7K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.37K+ 1.07% |
$550K - $644K
|
509K
$56.4M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2K+ 13.96% |
$205K - $240K
|
16.4K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
98+ 3.72% |
$10K - $11.8K
|
2.73K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.35K+ 7.95% |
$138K - $162K
|
18.3K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-71.1K- 9.86% |
$7.29M - $8.53M
|
650K
$72.1M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
13K+ 23.36% |
$1.33M - $1.56M
|
68.8K
$7.63M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
73.8K+ 9.17% |
$7.56M - $8.85M
|
878K
$97.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-109- 3.18% |
$11.2K - $13.1K
|
3.32K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.72K+ 2.05% |
$176K - $206K
|
85.6K
$9.5M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.52K+ 2.05% |
$258K - $302K
|
125K
$13.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.19K- 31.72% |
$122K - $143K
|
2.56K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-211- 28.36% |
$21.6K - $25.3K
|
533
$59.1K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
115+ 0.09% |
$11.8K - $13.8K
|
132K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 2.34% |
$317K - $371K
|
129K
$14.3M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-230- 3.31% |
$23.6K - $27.6K
|
6.71K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
967+ 2.33% |
$99.1K - $116K
|
42.4K
$4.71M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
41+ 0.23% |
$4.2K - $4.92K
|
17.6K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-40.2K- 75.58% |
$4.12M - $4.82M
|
13K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-254- 24.93% |
$26K - $30.5K
|
765
$84.9K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-57- 0.19% |
$5.84K - $6.84K
|
29.7K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.95K- 3.12% |
$302K - $353K
|
91.4K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-562- 2.52% |
$57.6K - $67.4K
|
21.7K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-312- 3.18% |
$32K - $37.4K
|
9.49K
$1.05M
|