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 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-22K- 55.45% |
$2.25M - $2.64M
|
17.7K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
4.03K+ 9.73% |
$413K - $483K
|
45.4K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.33K+ 6.73% |
$239K - $279K
|
37K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
531+ 1.68% |
$54.4K - $63.7K
|
32.1K
$3.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-564- 0.71% |
$57.8K - $67.7K
|
78.9K
$8.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-678- 3.48% |
$69.5K - $81.3K
|
18.8K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.01K- 1.47% |
$104K - $121K
|
67.6K
$7.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
2.2K+ 6.34% |
$225K - $264K
|
36.8K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
211+ 7.27% |
$21.6K - $25.3K
|
3.11K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-758- 1.24% |
$77.7K - $90.9K
|
60.2K
$6.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
366+ 20.48% |
$37.5K - $43.9K
|
2.15K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.93K- 24.5% |
$300K - $351K
|
9.02K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.33K+ 417.5% |
$956K - $1.12M
|
11.6K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.6K+ 17.8% |
$1.08M - $1.27M
|
70K
$7.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.5K+ 38.85% |
$3.03M - $3.54M
|
106K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72+ 0.3% |
$7.38K - $8.64K
|
24.4K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
467+ 11.64% |
$47.9K - $56K
|
4.48K
$497K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-658- 2.63% |
$67.4K - $78.9K
|
24.4K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6.96KNew |
$713K - $835K
|
6.96K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
89+ 3.86% |
$9.12K - $10.7K
|
2.39K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
BUY
|
- |
245+ 3.08% |
$25.1K - $29.4K
|
8.21K
$911K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 13.4% |
$208K - $244K
|
13.1K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 18.37% |
$1.58M - $1.85M
|
68.5K
$7.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.91K+ 0.32% |
$298K - $349K
|
899K
$99.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.62KNew |
$474K - $554K
|
4.62K
$513K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.74K+ 3.84% |
$179K - $209K
|
47.1K
$5.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
877+ 1.37% |
$89.9K - $105K
|
65K
$7.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.15K- 0.39% |
$426K - $498K
|
1.05M
$116M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
58K+ 2500.56% |
$5.95M - $6.96M
|
60.3K
$6.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.66K- 24.99% |
$375K - $438K
|
11K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-294- 7.26% |
$30.1K - $35.3K
|
3.75K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-173- 2.26% |
$17.7K - $20.8K
|
7.48K
$830K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.85K- 17.02% |
$189K - $222K
|
9.01K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
220+ 1.16% |
$22.5K - $26.4K
|
19.2K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.8K+ 1.47% |
$1.41M - $1.65M
|
949K
$105M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-26- 0.67% |
$2.66K - $3.12K
|
3.85K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
80+ 3.49% |
$8.2K - $9.6K
|
2.37K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.41K- 3.79% |
$145K - $170K
|
35.9K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.17K- 4.3% |
$222K - $260K
|
48.4K
$5.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5.1K- 53.38% |
$522K - $611K
|
4.45K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$102 - $120
|
1.95K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-731- 4.75% |
$74.9K - $87.7K
|
14.7K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.7K+ 57.96% |
$1.81M - $2.12M
|
48.2K
$5.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
877+ 5.31% |
$89.9K - $105K
|
17.4K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.28% |
$717 - $840
|
2.49K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-189- 8.36% |
$19.4K - $22.7K
|
2.07K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
851+ 1.07% |
$87.2K - $102K
|
80.3K
$8.91M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
366+ 0.43% |
$37.5K - $43.9K
|
85.3K
$9.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.77K- 33.74% |
$387K - $453K
|
7.41K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.97K- 26.59% |
$407K - $476K
|
11K
$1.22M
|