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
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-685- 50.97% |
$70.2K - $82.2K
|
659
$73.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-24- 0.83% |
$2.46K - $2.88K
|
2.86K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25K- 16.53% |
$2.56M - $2.99M
|
126K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
2.12K+ 1.08% |
$217K - $254K
|
198K
$22M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
599+ 3.46% |
$61.4K - $71.9K
|
17.9K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.8K- 43.7% |
$287K - $336K
|
3.61K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.28K- 5.64% |
$541K - $634K
|
88.3K
$9.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$280M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.94K+ 5.71% |
$404K - $472K
|
72.9K
$8.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.14K- 4.41% |
$219K - $257K
|
46.4K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-294- 1.55% |
$30.1K - $35.3K
|
18.7K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.81K+ 5.65% |
$390K - $457K
|
71.2K
$7.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.71K+ 1.43% |
$175K - $205K
|
121K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-344- 12.69% |
$35.3K - $41.3K
|
2.37K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-836- 1.63% |
$85.7K - $100K
|
50.3K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35K+ 72.82% |
$3.59M - $4.2M
|
83.2K
$9.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.92K- 21.62% |
$197K - $230K
|
6.96K
$772K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.59K- 16.57% |
$573K - $670K
|
28.1K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1K- 0.44% |
$103K - $120K
|
226K
$25.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
742New |
$76K - $89K
|
742
$82.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
661New |
$67.7K - $79.3K
|
661
$73.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
391+ 0.46% |
$40.1K - $46.9K
|
84.6K
$9.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
385+ 19.85% |
$39.5K - $46.2K
|
2.33K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-7.54K- 66.39% |
$773K - $904K
|
3.82K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-104K- 95.74% |
$10.7M - $12.5M
|
4.64K
$515K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
234+ 0.82% |
$24K - $28.1K
|
28.7K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-115- 0.32% |
$11.8K - $13.8K
|
36.2K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-5.99K- 1.21% |
$614K - $718K
|
490K
$54.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-205- 69.26% |
$21K - $24.6K
|
91
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-480- 1.67% |
$49.2K - $57.6K
|
28.3K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.43K+ 5.04% |
$147K - $172K
|
29.8K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-45- 0.25% |
$4.61K - $5.4K
|
17.6K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-271- 11.53% |
$27.8K - $32.5K
|
2.08K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-24.3K- 15.94% |
$2.49M - $2.92M
|
128K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.62K+ 12.87% |
$371K - $434K
|
31.7K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 4.74% |
$112K - $131K
|
24.2K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-19.2K- 87.99% |
$1.97M - $2.31M
|
2.63K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-220- 1.76% |
$22.5K - $26.4K
|
12.3K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-7.56K- 43.89% |
$775K - $907K
|
9.66K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-352K- 1.94% |
$36.1M - $42.2M
|
17.8M
$1.98B
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.27% |
$820 - $960
|
3.01K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-483- 1.17% |
$49.5K - $57.9K
|
40.9K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-48- 1.89% |
$4.92K - $5.76K
|
2.49K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.51K- 41.63% |
$462K - $541K
|
6.33K
$702K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.65K- 0.61% |
$170K - $198K
|
270K
$30M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
19.8K+ 19.79% |
$2.03M - $2.37M
|
120K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
105+ 0.88% |
$10.8K - $12.6K
|
12.1K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
665+ 355.61% |
$68.2K - $79.8K
|
852
$94.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.7K+ 75.03% |
$9.4M - $11M
|
214K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
205+ 11.54% |
$21K - $24.6K
|
1.98K
$220K
|