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 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-88- 2.5% |
$10K - $11.2K
|
3.43K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.17K+ 5.55% |
$703K - $786K
|
117K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
45.2K+ 93.24% |
$5.14M - $5.75M
|
93.6K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
16+ 0.06% |
$1.82K - $2.04K
|
29K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.43% |
$1.14K - $1.27K
|
2.34K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.29K+ 4.88% |
$147K - $165K
|
27.8K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
322+ 0.12% |
$36.7K - $41K
|
263K
$28.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-166- 3.48% |
$18.9K - $21.1K
|
4.61K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-767- 45.71% |
$87.4K - $97.7K
|
911
$98.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-253- 3.67% |
$28.8K - $32.2K
|
6.65K
$716K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.42% |
$114 - $127
|
237
$25.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.2K- 85.11% |
$137K - $153K
|
210
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 1.79% |
$13.7K - $15.3K
|
6.6K
$711K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.06K+ 9.27% |
$235K - $262K
|
24.3K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
46+ 0.97% |
$5.24K - $5.86K
|
4.78K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-645- 0.72% |
$73.5K - $82.2K
|
89.1K
$9.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
851+ 7.02% |
$96.9K - $108K
|
13K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-637- 0.87% |
$72.6K - $81.1K
|
72.8K
$7.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 6.76% |
$128K - $143K
|
17.8K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.1K+ 5.11% |
$1.94M - $2.17M
|
351K
$37.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 31.25% |
$28.5K - $31.8K
|
550
$59.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.07% |
$228 - $255
|
2.93K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.77K+ 12.29% |
$202K - $226K
|
16.2K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-251- 1.37% |
$28.6K - $32K
|
18.1K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-184- 9.2% |
$21K - $23.4K
|
1.82K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
248+ 3.97% |
$28.3K - $31.6K
|
6.49K
$699K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
17+ 0.95% |
$1.94K - $2.17K
|
1.81K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.78K+ 28.44% |
$203K - $226K
|
8.03K
$865K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-610- 9.78% |
$69.5K - $77.7K
|
5.63K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
9.19K+ 19.59% |
$1.05M - $1.17M
|
56.1K
$6.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.2K+ 161.87% |
$1.62M - $1.81M
|
23K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
6.92K+ 6.61% |
$789K - $882K
|
112K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-70- 1.68% |
$7.97K - $8.92K
|
4.11K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-82- 0.52% |
$9.34K - $10.4K
|
15.6K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19K+ 8.5% |
$2.17M - $2.42M
|
243K
$26.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.36K+ 266.43% |
$724K - $810K
|
8.74K
$942K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.17KNew |
$247K - $277K
|
2.17K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-182- 1.89% |
$20.7K - $23.2K
|
9.45K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-7K- 56.54% |
$798K - $892K
|
5.38K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1.79K- 14.62% |
$204K - $228K
|
10.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.43K- 29.08% |
$391K - $437K
|
8.36K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
181KNew |
$20.6M - $23.1M
|
181K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
1.74KNew |
$198K - $222K
|
1.74K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
794+ 1.97% |
$90.5K - $101K
|
41K
$4.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
272+ 2.75% |
$31K - $34.6K
|
10.2K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-784- 30.6% |
$89.3K - $99.9K
|
1.78K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
11KNew |
$1.26M - $1.41M
|
11K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-21.4K- 16.62% |
$2.44M - $2.72M
|
107K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.4K+ 4.15% |
$1.41M - $1.58M
|
311K
$33.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25- 62.5% |
$2.85K - $3.18K
|
15
$1.62K
|