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 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-58- 0.22% |
$5.94K - $6.96K
|
26.5K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21.9K- 3.68% |
$2.24M - $2.62M
|
573K
$63.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-294- 7.91% |
$30.1K - $35.3K
|
3.42K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-566- 14.45% |
$58K - $67.9K
|
3.35K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
6.74K+ 3.65% |
$691K - $809K
|
191K
$21.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
12.9KNew |
$1.32M - $1.55M
|
12.9K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
44+ 1.96% |
$4.51K - $5.28K
|
2.29K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
300K+ 63.37% |
$30.8M - $36M
|
775K
$86M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
8.38K+ 20.53% |
$859K - $1.01M
|
49.2K
$5.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
289+ 2.06% |
$29.6K - $34.7K
|
14.3K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-7.63K- 7.68% |
$782K - $916K
|
91.7K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.1K+ 56.88% |
$625K - $732K
|
16.8K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-70- 1.13% |
$7.17K - $8.4K
|
6.15K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.37K- 0.77% |
$140K - $164K
|
177K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
29+ 0.39% |
$2.97K - $3.48K
|
7.56K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.6% |
$8.61K - $10.1K
|
14K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-89K- 2.29% |
$9.12M - $10.7M
|
3.8M
$422M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.55K+ 3.65% |
$261K - $306K
|
72.3K
$8.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
486+ 15.81% |
$49.8K - $58.3K
|
3.56K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6.56KNew |
$672K - $787K
|
6.56K
$728K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-31.2K- 13.1% |
$3.2M - $3.75M
|
207K
$23M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.07K- 7.19% |
$110K - $129K
|
13.8K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
570+ 6.06% |
$58.4K - $68.4K
|
9.98K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-64- 44.76% |
$6.56K - $7.68K
|
79
$8.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.02K+ 1.58% |
$207K - $242K
|
130K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
212+ 0.51% |
$21.7K - $25.4K
|
42K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
409+ 12.22% |
$41.9K - $49.1K
|
3.76K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-22.8K- 76.96% |
$2.34M - $2.73M
|
6.82K
$757K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.44K+ 98.79% |
$352K - $412K
|
6.91K
$767K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.4K- 29.49% |
$349K - $408K
|
8.14K
$903K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
62+ 2.27% |
$6.35K - $7.44K
|
2.79K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 37.65% |
$508K - $595K
|
8.21K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.68K+ 3.74% |
$685K - $801K
|
185K
$20.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2K- 1.99% |
$205K - $240K
|
98.6K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.63K- 3.39% |
$167K - $195K
|
46.3K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
208+ 8.5% |
$21.3K - $25K
|
2.66K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4+ 0.2% |
$410 - $480
|
1.98K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
89+ 0.09% |
$9.12K - $10.7K
|
101K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-158- 0.5% |
$16.2K - $19K
|
31.2K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
250KNew |
$25.6M - $30M
|
250K
$27.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.18K+ 21.05% |
$735K - $861K
|
41.3K
$4.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
490+ 8.02% |
$50.2K - $58.8K
|
6.6K
$732K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-276- 0.28% |
$28.3K - $33.1K
|
97.4K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.47K+ 2.68% |
$663K - $776K
|
248K
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
127K+ 4333.72% |
$13M - $15.2M
|
130K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
265+ 1.54% |
$27.2K - $31.8K
|
17.5K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
19+ 0.17% |
$1.95K - $2.28K
|
11K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.24K- 17.31% |
$332K - $389K
|
15.5K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-882- 10.06% |
$90.4K - $106K
|
7.89K
$875K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
2.15K+ 88.86% |
$221K - $258K
|
4.58K
$508K
|