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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-607- 7.35% |
$62.2K - $72.8K
|
7.66K
$850K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-100- 0.2% |
$10.2K - $12K
|
49.4K
$5.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
SELL
|
- |
-21.2K- 87.33% |
$2.18M - $2.55M
|
3.08K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-29.2K- 27.17% |
$2.99M - $3.5M
|
78.2K
$8.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
25.1K+ 160.85% |
$2.57M - $3.01M
|
40.6K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 0.67% |
$109K - $128K
|
160K
$17.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-712- 16.58% |
$73K - $85.4K
|
3.58K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
360+ 0.33% |
$36.9K - $43.2K
|
109K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 1.77% |
$225K - $264K
|
122K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-13.6K- 52.72% |
$1.4M - $1.63M
|
12.2K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
39+ 0.24% |
$4K - $4.68K
|
16.1K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.56K+ 19.5% |
$160K - $187K
|
9.56K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200+ 3.09% |
$20.5K - $24K
|
6.67K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-84- 3.66% |
$8.61K - $10.1K
|
2.21K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.48K- 4.4% |
$151K - $177K
|
32.1K
$3.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
273K+ 12.14% |
$28M - $32.7M
|
2.52M
$280M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
471+ 2.74% |
$48.3K - $56.5K
|
17.6K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-112- 1.01% |
$11.5K - $13.4K
|
10.9K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 1.32% |
$3.59K - $4.2K
|
2.62K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-126- 3.92% |
$12.9K - $15.1K
|
3.09K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 29.63% |
$4.1K - $4.8K
|
95
$10.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-353- 1.3% |
$36.2K - $42.3K
|
26.8K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-450- 1.58% |
$46.1K - $54K
|
28K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-14- 0.24% |
$1.43K - $1.68K
|
5.94K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-132- 0.66% |
$13.5K - $15.8K
|
20K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.7K- 7.39% |
$174K - $204K
|
21.3K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
506+ 4.9% |
$51.9K - $60.7K
|
10.8K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
499+ 4.33% |
$51.1K - $59.9K
|
12K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-63- 0.13% |
$6.46K - $7.56K
|
49.8K
$5.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-10- 0.13% |
$1.02K - $1.2K
|
7.64K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-98- 0.79% |
$10K - $11.8K
|
12.2K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.6K+ 1.2% |
$266K - $312K
|
220K
$24.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
314+ 22.61% |
$32.2K - $37.7K
|
1.7K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7.89K+ 3.29% |
$808K - $946K
|
247K
$27.4M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.69K- 3.22% |
$379K - $443K
|
111K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.99% |
$6.76K - $7.92K
|
6.61K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-953- 1.29% |
$97.7K - $114K
|
72.9K
$8.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
663+ 28.58% |
$68K - $79.5K
|
2.98K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.94K- 46.2% |
$301K - $352K
|
3.42K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38K+ 33.99% |
$3.89M - $4.55M
|
150K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
3.81K+ 2.58% |
$390K - $457K
|
151K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$410 - $480
|
3.36K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
14.5K+ 7.68% |
$1.49M - $1.74M
|
203K
$22.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.3% |
$922 - $1.08K
|
2.98K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.07K+ 0.92% |
$110K - $129K
|
118K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.69K+ 4.05% |
$686K - $802K
|
172K
$19.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
251+ 1.71% |
$25.7K - $30.1K
|
14.9K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-394- 0.78% |
$40.4K - $47.3K
|
50.4K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.24K+ 9.2% |
$435K - $509K
|
50.4K
$5.59M
|