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 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
28+ 0.57% |
$2.87K - $3.36K
|
4.94K
$548K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.19K- 22.82% |
$122K - $143K
|
4.04K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
283+ 10.21% |
$29K - $33.9K
|
3.05K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
192+ 3.27% |
$19.7K - $23K
|
6.07K
$673K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3- 0.11% |
$307 - $360
|
2.62K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-140- 3.15% |
$14.3K - $16.8K
|
4.3K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.92K+ 30.69% |
$504K - $590K
|
21K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-70- 2.0% |
$7.17K - $8.4K
|
3.43K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
9.03K+ 13.64% |
$926K - $1.08M
|
75.2K
$8.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-44.3K- 77.44% |
$4.54M - $5.32M
|
12.9K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-51.9K- 34.69% |
$5.31M - $6.22M
|
97.6K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.54% |
$152K - $178K
|
34.2K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
128+ 4.33% |
$13.1K - $15.4K
|
3.08K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-111- 4.86% |
$11.4K - $13.3K
|
2.17K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 3.7% |
$102 - $120
|
28
$3.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
492+ 1.41% |
$50.4K - $59K
|
35.5K
$3.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
364+ 6.99% |
$37.3K - $43.7K
|
5.57K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$102 - $120
|
4.51K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.67K+ 4.82% |
$581K - $680K
|
123K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.12K- 7.47% |
$217K - $254K
|
26.2K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
6.46K+ 15.3% |
$662K - $775K
|
48.7K
$5.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-63- 0.71% |
$6.46K - $7.56K
|
8.77K
$973K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
56.5K+ 10.98% |
$5.79M - $6.78M
|
571K
$63.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.78K+ 2.3% |
$183K - $214K
|
79.4K
$8.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.53K- 78.08% |
$977K - $1.14M
|
2.68K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-46.9K- 39.08% |
$4.8M - $5.62M
|
73K
$8.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-535- 8.22% |
$54.8K - $64.2K
|
5.97K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.5K+ 21.31% |
$256K - $300K
|
14.2K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
35+ 1.64% |
$3.59K - $4.2K
|
2.16K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
52K+ 34.67% |
$5.33M - $6.24M
|
202K
$22.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.1K+ 4.55% |
$3.39M - $3.97M
|
760K
$84.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 1.45% |
$2.87K - $3.36K
|
1.95K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
164K+ 314.41% |
$16.8M - $19.6M
|
216K
$23.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.84K+ 11.91% |
$189K - $221K
|
17.3K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.98KNew |
$203K - $237K
|
1.98K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.26% |
$1.33K - $1.56K
|
4.97K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
60+ 1.53% |
$6.15K - $7.2K
|
3.98K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 0.45% |
$26.7K - $31.3K
|
58.2K
$6.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 0.9% |
$284K - $332K
|
310K
$34.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.76K+ 13.59% |
$283K - $331K
|
23.1K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 33.12% |
$15.9K - $18.6K
|
313
$34.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
38+ 1.45% |
$3.89K - $4.56K
|
2.67K
$296K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$107K - $125K
|
1.05K
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.04K- 67.45% |
$414K - $484K
|
1.95K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
34+ 1.21% |
$3.48K - $4.08K
|
2.85K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-291- 1.72% |
$29.8K - $34.9K
|
16.6K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-32.4K- 82.69% |
$3.32M - $3.89M
|
6.79K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-54- 0.86% |
$5.53K - $6.48K
|
6.25K
$693K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-920- 21.21% |
$94.3K - $110K
|
3.42K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11.1K+ 5.42% |
$1.14M - $1.33M
|
216K
$23.9M
|