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 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-2.67K- 6.98% |
$273K - $320K
|
35.6K
$3.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.7K- 22.63% |
$6.02M - $7.05M
|
201K
$22.3M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12.4K- 5.49% |
$1.27M - $1.49M
|
214K
$23.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45.1KNew |
$4.63M - $5.41M
|
45.1K
$5.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.79% |
$5.74K - $6.72K
|
7.07K
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
23.5K+ 38.27% |
$2.41M - $2.82M
|
84.9K
$9.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-86.1K- 96.64% |
$8.82M - $10.3M
|
3K
$332K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
479+ 5.07% |
$49.1K - $57.5K
|
9.93K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
112+ 6.07% |
$11.5K - $13.4K
|
1.96K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21+ 3.52% |
$2.15K - $2.52K
|
618
$68.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.9K- 18.61% |
$195K - $228K
|
8.33K
$924K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
1.75K+ 10.99% |
$180K - $210K
|
17.7K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
14.8K+ 49.14% |
$1.52M - $1.78M
|
45K
$4.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 1.3% |
$13.7K - $16.1K
|
10.2K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-345- 3.21% |
$35.4K - $41.4K
|
10.4K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1- 0.02% |
$102 - $120
|
4.22K
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
134+ 4.1% |
$13.7K - $16.1K
|
3.4K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$236K - $276K
|
2.3K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.41K+ 12.93% |
$247K - $290K
|
21.1K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-68- 1.09% |
$6.97K - $8.16K
|
6.19K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
968+ 8.36% |
$99.2K - $116K
|
12.6K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-326- 3.35% |
$33.4K - $39.1K
|
9.41K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-166K- 89.92% |
$17M - $19.9M
|
18.6K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-113- 1.86% |
$11.6K - $13.6K
|
5.96K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.32K+ 6.96% |
$340K - $398K
|
51K
$5.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99K+ 8.11% |
$408K - $478K
|
53.1K
$5.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-34.9K- 44.87% |
$3.58M - $4.19M
|
42.9K
$4.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-116- 0.4% |
$11.9K - $13.9K
|
28.8K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$307 - $360
|
2.94K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
45.6K+ 16.1% |
$4.67M - $5.47M
|
329K
$36.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-369- 6.38% |
$37.8K - $44.3K
|
5.41K
$601K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.5K- 8.63% |
$154K - $180K
|
15.9K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-44- 0.18% |
$4.51K - $5.28K
|
24.2K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
40+ 0.07% |
$4.1K - $4.8K
|
56.8K
$6.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 11.59% |
$1.04M - $1.21M
|
97.4K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
686+ 7.87% |
$70.3K - $82.3K
|
9.4K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.2K- 36.19% |
$123K - $144K
|
2.11K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-125- 5.69% |
$12.8K - $15K
|
2.07K
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.65K- 18.15% |
$681K - $797K
|
30K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.76K- 33.94% |
$181K - $212K
|
3.43K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-241- 2.31% |
$24.7K - $28.9K
|
10.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-83- 4.16% |
$8.51K - $9.96K
|
1.91K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
180K+ 14.59% |
$18.4M - $21.6M
|
1.41M
$157M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-92- 2.23% |
$9.43K - $11K
|
4.04K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
18.4KNew |
$1.89M - $2.21M
|
18.4K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
852+ 3.59% |
$87.3K - $102K
|
24.6K
$2.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
51.8K+ 41.83% |
$5.3M - $6.21M
|
175K
$19.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-275- 1.91% |
$28.2K - $33K
|
14.1K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$205 - $240
|
5.88K
$652K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$223K - $261K
|
2.18K
$242K
|