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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
20.1K+ 5.75% |
$2.06M - $2.41M
|
369K
$41M
|
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-187- 3.34% |
$19.2K - $22.4K
|
5.41K
$600K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 15.24% |
$530K - $620K
|
28.7K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76.4K- 14.01% |
$7.83M - $9.17M
|
469K
$52M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-145- 0.57% |
$14.9K - $17.4K
|
25.1K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-216K- 93.79% |
$22.2M - $26M
|
14.3K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.92K- 10.01% |
$402K - $470K
|
35.2K
$3.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-86- 1.52% |
$8.81K - $10.3K
|
5.56K
$617K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
875+ 11.64% |
$89.7K - $105K
|
8.39K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.85K+ 4.63% |
$292K - $342K
|
64.4K
$7.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
1.85K+ 0.51% |
$189K - $221K
|
365K
$40.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-7- 0.28% |
$717 - $840
|
2.48K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
90.7K+ 4.25% |
$9.29M - $10.9M
|
2.22M
$247M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
733+ 0.22% |
$75.1K - $87.9K
|
328K
$36.4M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
15+ 0.26% |
$1.54K - $1.8K
|
5.88K
$653K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
558+ 13.58% |
$57.2K - $66.9K
|
4.67K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 6.15% |
$110K - $129K
|
18.5K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-937- 2.72% |
$96K - $112K
|
33.5K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-64- 2.55% |
$6.56K - $7.68K
|
2.45K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-44- 2.57% |
$4.51K - $5.28K
|
1.67K
$185K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 0.44% |
$159K - $186K
|
349K
$38.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-604- 6.2% |
$61.9K - $72.5K
|
9.14K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
85+ 0.9% |
$8.71K - $10.2K
|
9.5K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 11.8% |
$141K - $165K
|
10.3K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-285- 0.67% |
$29.2K - $34.2K
|
42.2K
$4.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
17.5K+ 1.24% |
$1.8M - $2.1M
|
1.43M
$159M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36.4K+ 7.36% |
$3.74M - $4.37M
|
532K
$59M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
679+ 0.72% |
$69.6K - $81.5K
|
94.8K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.28K- 3.78% |
$746K - $873K
|
185K
$20.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
602+ 0.05% |
$61.7K - $72.2K
|
1.17M
$129M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
17.7K+ 8.76% |
$1.82M - $2.13M
|
220K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.49K- 3.34% |
$153K - $179K
|
43.1K
$4.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-431- 71.36% |
$44.2K - $51.7K
|
173
$19.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.18K+ 2.31% |
$121K - $141K
|
52K
$5.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
85+ 4.33% |
$8.71K - $10.2K
|
2.05K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.01K- 5.29% |
$308K - $361K
|
53.8K
$5.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.7K+ 1.7% |
$4.27M - $5M
|
2.49M
$276M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$102 - $120
|
5.14K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-571- 3.14% |
$58.5K - $68.5K
|
17.6K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.64K- 8.08% |
$168K - $196K
|
18.6K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
993+ 9.78% |
$102K - $119K
|
11.1K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.78K- 16.64% |
$285K - $334K
|
13.9K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
BUY
|
- |
103+ 1.11% |
$10.6K - $12.4K
|
9.37K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
6.8K+ 4.26% |
$697K - $816K
|
166K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.65K+ 3.53% |
$169K - $197K
|
48.2K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5- 0.08% |
$512 - $600
|
5.97K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.5K+ 19.06% |
$1.48M - $1.74M
|
90.4K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
255+ 0.68% |
$26.1K - $30.6K
|
37.9K
$4.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-452- 12.73% |
$46.3K - $54.2K
|
3.1K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
164+ 1.23% |
$16.8K - $19.7K
|
13.5K
$1.5M
|