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 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-598- 11.98% |
$61.3K - $71.7K
|
4.39K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.26K- 1.19% |
$437K - $512K
|
353K
$39.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
11.2K+ 10.87% |
$1.15M - $1.34M
|
114K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
21.8K+ 206.44% |
$2.24M - $2.62M
|
32.4K
$3.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.14% |
$307 - $360
|
2.11K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.86K+ 5.62% |
$191K - $223K
|
34.9K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.2K+ 7.42% |
$2.27M - $2.66M
|
321K
$35.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.35K- 1.94% |
$241K - $282K
|
119K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.2K+ 20.5% |
$225K - $264K
|
12.9K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-182- 0.58% |
$18.7K - $21.8K
|
31K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.02K+ 3.16% |
$105K - $123K
|
33.4K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-340- 10.94% |
$34.8K - $40.8K
|
2.77K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-147- 0.98% |
$15.1K - $17.6K
|
14.8K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-7.87K- 18.94% |
$806K - $943K
|
33.7K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-153- 0.61% |
$15.7K - $18.4K
|
25K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
319+ 3.18% |
$32.7K - $38.3K
|
10.3K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
273+ 5.73% |
$28K - $32.7K
|
5.04K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.09K+ 18.23% |
$317K - $371K
|
20.1K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-182- 0.99% |
$18.7K - $21.8K
|
18.2K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 14.96% |
$1.49M - $1.75M
|
112K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.9K+ 108.64% |
$2.96M - $3.46M
|
55.5K
$6.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-17- 0.24% |
$1.74K - $2.04K
|
7.07K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-164- 4.72% |
$16.8K - $19.7K
|
3.31K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.13K+ 26.72% |
$731K - $855K
|
33.8K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-876- 17.84% |
$89.8K - $105K
|
4.03K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-37- 0.03% |
$3.79K - $4.44K
|
116K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
881+ 13.59% |
$90.3K - $106K
|
7.36K
$817K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.5K+ 4.1% |
$1.38M - $1.62M
|
343K
$38M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.96K+ 4.12% |
$200K - $235K
|
49.4K
$5.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
21.1K+ 54.19% |
$2.16M - $2.53M
|
60K
$6.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-854- 9.9% |
$87.5K - $102K
|
7.77K
$862K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.4K+ 10.41% |
$348K - $408K
|
36.1K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-44- 0.3% |
$4.51K - $5.28K
|
14.8K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.3K- 7.53% |
$3.93M - $4.6M
|
471K
$52.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-893- 31.07% |
$91.5K - $107K
|
1.98K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.27K+ 6.78% |
$438K - $513K
|
67.3K
$7.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.12K+ 22.36% |
$217K - $254K
|
11.6K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-55- 1.56% |
$5.64K - $6.6K
|
3.48K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 13.59% |
$273K - $319K
|
22.2K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
20.6K+ 16.09% |
$2.11M - $2.47M
|
149K
$16.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-185- 1.74% |
$19K - $22.2K
|
10.4K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-14K- 4.41% |
$1.44M - $1.68M
|
304K
$33.8M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 33.77% |
$148K - $174K
|
5.73K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
231+ 12.45% |
$23.7K - $27.7K
|
2.09K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926+ 0.47% |
$94.9K - $111K
|
199K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.13% |
$266K - $311K
|
18.8K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-21.7K- 51.68% |
$2.23M - $2.61M
|
20.3K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14.1K+ 7.9% |
$1.44M - $1.69M
|
193K
$21.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.64K+ 26.95% |
$476K - $557K
|
21.9K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.15K- 13.19% |
$528K - $618K
|
33.9K
$3.76M
|