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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-521- 3.19% |
$47.2K - $57K
|
15.8K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
40+ 0.35% |
$3.62K - $4.38K
|
11.5K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-393- 1.18% |
$35.6K - $43K
|
33K
$3.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-9.43K- 8.92% |
$854K - $1.03M
|
96.3K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-430- 1.42% |
$38.9K - $47.1K
|
29.9K
$3.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.74K- 13.17% |
$701K - $848K
|
51.1K
$5.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
918+ 4.37% |
$83.1K - $101K
|
21.9K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.28K- 2.96% |
$116K - $141K
|
42.1K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 6.25% |
$54.3K - $65.7K
|
9K
$999K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-477- 4.12% |
$43.2K - $52.2K
|
11.1K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.14M+ 83.76% |
$103M - $124M
|
2.49M
$277M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.27KNew |
$477K - $577K
|
5.27K
$585K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.48K+ 5.24% |
$315K - $381K
|
69.8K
$7.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.94K+ 12.75% |
$266K - $321K
|
26K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.71K- 32.68% |
$426K - $515K
|
9.7K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-251- 1.49% |
$22.7K - $27.5K
|
16.6K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.51K+ 11.95% |
$137K - $165K
|
14.2K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.75K+ 5.72% |
$159K - $192K
|
32.4K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 5.86% |
$287K - $347K
|
57.3K
$6.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-512- 7.32% |
$46.4K - $56.1K
|
6.48K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.42K+ 2.48% |
$128K - $155K
|
58.6K
$6.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
45+ 0.4% |
$4.08K - $4.93K
|
11.4K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
181+ 0.09% |
$16.4K - $19.8K
|
207K
$22.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.5K- 9.18% |
$1.13M - $1.37M
|
124K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8.15K+ 23.41% |
$738K - $892K
|
42.9K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
945+ 3.83% |
$85.6K - $103K
|
25.6K
$2.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-99- 2.6% |
$8.97K - $10.8K
|
3.71K
$412K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-53- 0.75% |
$4.8K - $5.8K
|
7.03K
$779K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-580- 3.17% |
$52.5K - $63.5K
|
17.7K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.39K+ 9.27% |
$579K - $700K
|
75.3K
$8.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.14K+ 0.71% |
$103K - $125K
|
162K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-434- 9.23% |
$39.3K - $47.5K
|
4.27K
$474K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.46K- 43.54% |
$223K - $270K
|
3.19K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
37+ 1.64% |
$3.35K - $4.05K
|
2.29K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
983+ 110.57% |
$89K - $108K
|
1.87K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
895+ 1.41% |
$81.1K - $98K
|
64.4K
$7.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18+ 0.43% |
$1.63K - $1.97K
|
4.18K
$464K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.3K- 41.12% |
$208K - $251K
|
3.29K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-604- 6.81% |
$54.7K - $66.1K
|
8.26K
$917K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-3.95K- 4.39% |
$357K - $432K
|
85.9K
$9.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
86+ 30.07% |
$7.79K - $9.42K
|
372
$41.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.64K+ 10.97% |
$148K - $179K
|
16.6K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-32.5K- 10.44% |
$2.94M - $3.55M
|
278K
$30.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-13.9K- 49.83% |
$1.26M - $1.52M
|
14K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
19.3MNew |
$1.74B - $2.11B
|
19.3M
$2.14B
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-288- 2.51% |
$26.1K - $31.5K
|
11.2K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
272New |
$24.6K - $29.8K
|
272
$30.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
2.17K+ 9.45% |
$197K - $238K
|
25.2K
$2.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-740- 2.13% |
$67K - $81K
|
33.9K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 188.1% |
$1.53M - $1.86M
|
26K
$2.88M
|