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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.39K- 6.68% |
$158K - $177K
|
19.4K
$2.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.7K+ 15.36% |
$2.47M - $2.76M
|
163K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34.2K+ 23.77% |
$3.9M - $4.36M
|
178K
$19.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.05K+ 10.28% |
$347K - $388K
|
32.7K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.6K+ 15.45% |
$2.57M - $2.87M
|
169K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-810- 0.3% |
$92.3K - $103K
|
270K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
480+ 0.81% |
$54.7K - $61.1K
|
59.7K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-44- 44.44% |
$5.01K - $5.6K
|
55
$5.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-433- 10.7% |
$49.3K - $55.2K
|
3.61K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
328+ 8.3% |
$37.4K - $41.8K
|
4.28K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.62K+ 19.31% |
$298K - $333K
|
16.2K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.77KNew |
$202K - $226K
|
1.77K
$191K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
772+ 16.38% |
$87.9K - $98.3K
|
5.48K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
500+ 4.59% |
$57K - $63.7K
|
11.4K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.65% |
$1.71K - $1.91K
|
2.32K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
842+ 0.17% |
$95.9K - $107K
|
503K
$54.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.74K+ 1.13% |
$996K - $1.11M
|
785K
$84.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-416- 0.61% |
$47.4K - $53K
|
67.6K
$7.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2.39K+ 4.93% |
$272K - $304K
|
50.8K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.34K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.88KNew |
$214K - $240K
|
1.88K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-52- 15.38% |
$5.92K - $6.62K
|
286
$30.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-29- 1.2% |
$3.3K - $3.69K
|
2.38K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4.03K+ 33.43% |
$459K - $513K
|
16.1K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.84% |
$454K - $508K
|
49.1K
$5.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
11K+ 36.01% |
$1.25M - $1.4M
|
41.6K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
490+ 13.46% |
$55.8K - $62.4K
|
4.13K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.48K+ 9.41% |
$169K - $189K
|
17.2K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-963- 7.71% |
$110K - $123K
|
11.5K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
375+ 3.77% |
$42.7K - $47.8K
|
10.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.4KNew |
$1.41M - $1.58M
|
12.4K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.39K+ 1.82% |
$158K - $177K
|
77.9K
$8.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
400+ 3.57% |
$45.6K - $51K
|
11.6K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.8K+ 17.24% |
$5.1M - $5.7M
|
304K
$32.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.42K- 0.6% |
$618K - $691K
|
900K
$96.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.8K+ 24.97% |
$2.26M - $2.53M
|
99.2K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.42K+ 206.76% |
$959K - $1.07M
|
12.5K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
245+ 7.3% |
$27.9K - $31.2K
|
3.6K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
28+ 0.51% |
$3.19K - $3.57K
|
5.54K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
21.6KNew |
$2.47M - $2.76M
|
21.6K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
413+ 1.23% |
$47K - $52.6K
|
34.1K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
435+ 8.61% |
$49.6K - $55.4K
|
5.49K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
930+ 0.75% |
$106K - $118K
|
124K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-101- 0.2% |
$11.5K - $12.9K
|
51.7K
$5.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
719+ 3.29% |
$81.9K - $91.6K
|
22.6K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
40New |
$4.56K - $5.1K
|
40
$4.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 5.17% |
$1.77M - $1.98M
|
285K
$30.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11- 0.29% |
$1.25K - $1.4K
|
3.76K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.07K+ 9.88% |
$236K - $264K
|
23K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
230+ 0.56% |
$26.2K - $29.3K
|
41.5K
$4.47M
|