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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-8.21K- 16.81% |
$891K - $990K
|
40.6K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
64.8K+ 78.99% |
$7.03M - $7.82M
|
147K
$17.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.52K- 2.28% |
$707K - $786K
|
279K
$32.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
56.2KNew |
$6.1M - $6.78M
|
56.2K
$6.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-383- 8.3% |
$41.5K - $46.2K
|
4.23K
$499K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
75+ 0.21% |
$8.13K - $9.05K
|
36.1K
$4.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.79K- 5.09% |
$194K - $216K
|
33.4K
$3.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.3K- 98.86% |
$141K - $157K
|
15
$1.77K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.65K+ 29.89% |
$179K - $199K
|
7.16K
$843K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-244- 11.95% |
$26.5K - $29.4K
|
1.8K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
753+ 1.22% |
$81.7K - $90.8K
|
62.3K
$7.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
421+ 5.07% |
$45.7K - $50.8K
|
8.73K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.94K+ 13.03% |
$427K - $475K
|
34.1K
$4.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
33.2K+ 5.31% |
$3.6M - $4.01M
|
658K
$77.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.05K- 2.07% |
$114K - $126K
|
49.6K
$5.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-5- 0.01% |
$542 - $603
|
43.7K
$5.15M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.52K+ 0.68% |
$491K - $546K
|
669K
$78.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.97K+ 7.3% |
$430K - $479K
|
58.4K
$6.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-995- 0.66% |
$108K - $120K
|
150K
$17.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-5- 0.01% |
$542 - $603
|
36.7K
$4.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-735- 3.68% |
$79.7K - $88.7K
|
19.3K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.13K- 5.89% |
$882K - $981K
|
130K
$15.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
10K+ 29.15% |
$1.09M - $1.21M
|
44.4K
$5.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-559- 0.37% |
$60.6K - $67.4K
|
151K
$17.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-176- 3.84% |
$19.1K - $21.2K
|
4.4K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-190- 0.56% |
$20.6K - $22.9K
|
33.9K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-481- 1.38% |
$52.2K - $58K
|
34.4K
$4.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
26.2K+ 79.14% |
$2.84M - $3.16M
|
59.3K
$6.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.03K- 0.83% |
$112K - $125K
|
123K
$14.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
949+ 79.28% |
$103K - $114K
|
2.15K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
424+ 9.2% |
$46K - $51.1K
|
5.03K
$593K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.53K- 0.76% |
$166K - $184K
|
200K
$23.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.09K+ 4.52% |
$661K - $735K
|
141K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
661+ 1.87% |
$71.7K - $79.7K
|
36K
$4.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.18K- 3.02% |
$128K - $143K
|
38K
$4.47M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
576+ 7.39% |
$62.5K - $69.5K
|
8.38K
$986K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.71K+ 16.74% |
$837K - $930K
|
53.8K
$6.34M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
15+ 0.21% |
$1.63K - $1.81K
|
7.27K
$856K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.18KNew |
$562K - $625K
|
5.18K
$611K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.09K+ 2.18% |
$335K - $373K
|
145K
$17.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-276- 0.43% |
$29.9K - $33.3K
|
63.3K
$7.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.89K- 1.78% |
$205K - $228K
|
104K
$12.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
387+ 0.67% |
$42K - $46.7K
|
58.1K
$6.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.37K- 5.57% |
$149K - $166K
|
23.3K
$2.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.72K+ 23.08% |
$186K - $207K
|
9.17K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.7K+ 81.94% |
$2.46M - $2.73M
|
50.3K
$5.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-57.3K- 53.1% |
$6.21M - $6.91M
|
50.6K
$5.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-1.93K- 5.3% |
$209K - $233K
|
34.4K
$4.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
SELL
|
- |
-3.42K- 3.18% |
$371K - $412K
|
104K
$12.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.18K- 37.01% |
$128K - $143K
|
2.01K
$237K
|