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 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-378- 0.32% |
$38.7K - $45.3K
|
118K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-410- 3.52% |
$42K - $49.2K
|
11.2K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-35.9K- 26.59% |
$3.68M - $4.3M
|
99K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 6.91% |
$153K - $180K
|
20.2K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
754+ 5.16% |
$77.3K - $90.4K
|
15.4K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-100- 0.31% |
$10.2K - $12K
|
31.7K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.17K- 13.96% |
$120K - $140K
|
7.19K
$797K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.57K- 15.39% |
$161K - $188K
|
8.62K
$956K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8.78K- 11.67% |
$899K - $1.05M
|
66.4K
$7.37M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 11.07% |
$20.7K - $24.2K
|
2.03K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.48K- 3.18% |
$254K - $298K
|
75.6K
$8.39M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.28K- 12.48% |
$542K - $634K
|
37K
$4.11M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.6K+ 189.34% |
$1.4M - $1.64M
|
20.8K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.06K- 7.05% |
$416K - $487K
|
53.5K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33- 1.23% |
$3.38K - $3.96K
|
2.64K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
578+ 115.6% |
$59.2K - $69.3K
|
1.08K
$120K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.92K+ 1.75% |
$607K - $710K
|
343K
$38.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.54K+ 6.95% |
$362K - $424K
|
54.4K
$6.04M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-39.3K- 16.36% |
$4.03M - $4.72M
|
201K
$22.3M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-118K- 21.27% |
$12.1M - $14.2M
|
438K
$48.6M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
58+ 2.52% |
$5.94K - $6.96K
|
2.36K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.16% |
$922 - $1.08K
|
5.59K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.24K- 3.56% |
$742K - $868K
|
196K
$21.8M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.93K- 93.5% |
$197K - $231K
|
134
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.1K- 3.63% |
$215K - $251K
|
55.6K
$6.17M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-150K- 39.25% |
$15.4M - $18M
|
232K
$25.7M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7.47K+ 383.68% |
$766K - $897K
|
9.42K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
23.2KNew |
$2.38M - $2.78M
|
23.2K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
48+ 0.57% |
$4.92K - $5.76K
|
8.41K
$933K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
491+ 224.2% |
$50.3K - $58.9K
|
710
$78.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
349+ 2.9% |
$35.8K - $41.9K
|
12.4K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-56- 2.67% |
$5.74K - $6.72K
|
2.04K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.97K+ 1.12% |
$202K - $236K
|
178K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
169+ 2.01% |
$17.3K - $20.3K
|
8.57K
$951K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
25+ 2.66% |
$2.56K - $3K
|
964
$107K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 2.08% |
$4K - $4.68K
|
1.91K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-528- 16.36% |
$54.1K - $63.3K
|
2.7K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 8.57% |
$1.75M - $2.05M
|
183K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.48K- 0.82% |
$152K - $178K
|
178K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.32K+ 2.11% |
$545K - $638K
|
257K
$28.5M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
100+ 1.3% |
$10.2K - $12K
|
7.77K
$862K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
272+ 5.26% |
$27.9K - $32.6K
|
5.45K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.34K+ 4.13% |
$137K - $160K
|
33.7K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.43K+ 2.09% |
$146K - $171K
|
69.9K
$7.75M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
445+ 1.83% |
$45.6K - $53.4K
|
24.7K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-34- 0.19% |
$3.48K - $4.08K
|
18K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.8K+ 1.96% |
$1.31M - $1.54M
|
667K
$74M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
389+ 0.77% |
$39.9K - $46.7K
|
51.2K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
BUY
|
- |
871+ 0.66% |
$89.3K - $104K
|
133K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.6K- 0.49% |
$574K - $672K
|
1.14M
$126M
|