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 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-46- 1.87% |
$4.71K - $5.52K
|
2.41K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.12K+ 2.71% |
$730K - $854K
|
270K
$30M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.9K- 14.03% |
$2.24M - $2.62M
|
134K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
42.9K+ 25.77% |
$4.4M - $5.15M
|
209K
$23.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
2.97K+ 5.27% |
$304K - $356K
|
59.3K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-8- 0.25% |
$820 - $960
|
3.16K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 5.53% |
$182K - $213K
|
33.9K
$3.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.7K- 29.36% |
$1.41M - $1.65M
|
33K
$3.67M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.09KNew |
$111K - $130K
|
1.09K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-590- 18.69% |
$60.5K - $70.8K
|
2.57K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-250- 5.28% |
$25.6K - $30K
|
4.49K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
1.39K+ 0.35% |
$143K - $167K
|
395K
$43.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
192+ 1.72% |
$19.7K - $23K
|
11.4K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-82- 3.46% |
$8.4K - $9.84K
|
2.29K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.61K- 6.65% |
$165K - $193K
|
22.6K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
90.8K+ 21.26% |
$9.31M - $10.9M
|
518K
$57.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.73K+ 13.78% |
$177K - $207K
|
14.3K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-80- 0.85% |
$8.2K - $9.6K
|
9.32K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.2K- 7.06% |
$1.25M - $1.46M
|
161K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.95K+ 91.79% |
$917K - $1.07M
|
18.7K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-830- 1.38% |
$85.1K - $99.6K
|
59.3K
$6.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690+ 6.25% |
$70.7K - $82.8K
|
11.7K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-927- 22.42% |
$95K - $111K
|
3.21K
$356K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-687- 2.49% |
$70.4K - $82.4K
|
26.9K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.59K+ 4.96% |
$368K - $430K
|
75.9K
$8.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27.6K- 9.99% |
$2.83M - $3.31M
|
249K
$27.6M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$102 - $120
|
3.27K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.8K- 11.12% |
$1.92M - $2.25M
|
150K
$16.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.01K+ 4.51% |
$103K - $121K
|
23.3K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
125New |
$12.8K - $15K
|
125
$13.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-991- 0.61% |
$102K - $119K
|
160K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-59- 1.23% |
$6.05K - $7.08K
|
4.72K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.94K- 6.3% |
$302K - $353K
|
43.7K
$4.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 0.08% |
$512 - $600
|
6.1K
$677K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.58K+ 8.22% |
$367K - $429K
|
47.1K
$5.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
48+ 0.13% |
$4.92K - $5.76K
|
37.2K
$4.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
78.3KNew |
$8.02M - $9.39M
|
78.3K
$8.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
151+ 8.3% |
$15.5K - $18.1K
|
1.97K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-372- 2.0% |
$38.1K - $44.6K
|
18.2K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 1.15% |
$1.02K - $1.2K
|
856
$95K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-651K- 97.9% |
$66.7M - $78.1M
|
14K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 22.76% |
$2.21M - $2.58M
|
73.1K
$8.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.68K+ 3.21% |
$377K - $442K
|
118K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-13- 7.98% |
$1.33K - $1.56K
|
150
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42.4KNew |
$4.35M - $5.09M
|
42.4K
$4.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-782- 2.51% |
$80.1K - $93.8K
|
30.4K
$3.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
196+ 1.68% |
$20.1K - $23.5K
|
11.9K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 0.69% |
$2.87K - $3.36K
|
4.1K
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
235+ 11.83% |
$24.1K - $28.2K
|
2.22K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.93K+ 2.96% |
$403K - $472K
|
137K
$15.2M
|