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 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-960- 13.61% |
$98.4K - $115K
|
6.09K
$676K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
728+ 10.68% |
$74.6K - $87.3K
|
7.55K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-87- 3.95% |
$8.92K - $10.4K
|
2.11K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.21K- 3.85% |
$124K - $145K
|
30.1K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
7.04K+ 148.3% |
$722K - $845K
|
11.8K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-2.28K- 7.27% |
$234K - $274K
|
29.1K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-13- 0.1% |
$1.33K - $1.56K
|
13.1K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
758+ 6.43% |
$77.7K - $90.9K
|
12.6K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-256- 2.32% |
$26.2K - $30.7K
|
10.8K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
10K+ 25.13% |
$1.02M - $1.2M
|
49.8K
$5.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
138KNew |
$14.2M - $16.6M
|
138K
$15.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.38K- 31.69% |
$244K - $286K
|
5.13K
$569K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
574+ 10.31% |
$58.8K - $68.9K
|
6.14K
$681K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.73K- 2.2% |
$177K - $207K
|
76.7K
$8.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-32- 1.26% |
$3.28K - $3.84K
|
2.5K
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.8K+ 1.06% |
$287K - $336K
|
267K
$29.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7+ 0.05% |
$717 - $840
|
12.9K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
153+ 2.38% |
$15.7K - $18.4K
|
6.58K
$730K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
400+ 31.37% |
$41K - $48K
|
1.68K
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
206+ 4.48% |
$21.1K - $24.7K
|
4.81K
$533K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-144- 2.66% |
$14.8K - $17.3K
|
5.28K
$586K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.92K+ 15.68% |
$299K - $350K
|
21.5K
$2.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-215- 0.8% |
$22K - $25.8K
|
26.5K
$2.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.9K+ 31.81% |
$195K - $228K
|
7.89K
$875K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-16K- 47.84% |
$1.64M - $1.92M
|
17.4K
$1.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-51- 1.62% |
$5.23K - $6.12K
|
3.1K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-205- 0.77% |
$21K - $24.6K
|
26.5K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$4K - $4.68K
|
56K
$6.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-8- 0.28% |
$820 - $960
|
2.86K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.9K+ 95.57% |
$195K - $228K
|
3.89K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-524- 1.89% |
$53.7K - $62.9K
|
27.3K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.18K+ 3.94% |
$121K - $142K
|
31.1K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-294- 13.15% |
$30.1K - $35.3K
|
1.94K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 4.96% |
$10.2K - $12K
|
1.92K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-23.8K- 71.25% |
$2.44M - $2.86M
|
9.61K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.64K- 59.86% |
$680K - $796K
|
4.45K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.33K+ 5.68% |
$239K - $280K
|
43.4K
$4.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
116K+ 27.7% |
$11.9M - $13.9M
|
533K
$59.2M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
20+ 0.29% |
$2.05K - $2.4K
|
6.81K
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 0.8% |
$42.5K - $49.8K
|
51.4K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
64+ 0.14% |
$6.56K - $7.68K
|
46.9K
$5.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-131K- 40.03% |
$13.4M - $15.7M
|
196K
$21.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-174- 0.55% |
$17.8K - $20.9K
|
31.6K
$3.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-165- 0.29% |
$16.9K - $19.8K
|
56.9K
$6.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-994- 9.64% |
$102K - $119K
|
9.32K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
553+ 18.13% |
$56.7K - $66.3K
|
3.6K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.27% |
$922 - $1.08K
|
3.39K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.47K+ 14.21% |
$151K - $176K
|
11.8K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.5K- 1.83% |
$256K - $300K
|
134K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4- 2.86% |
$410 - $480
|
136
$15.1K
|