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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.36K- 31.54% |
$473K - $526K
|
9.47K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.21% |
$759 - $844
|
3.33K
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-35- 1.87% |
$3.8K - $4.22K
|
1.84K
$216K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.29K- 1.86% |
$140K - $156K
|
68.3K
$8.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 1.56% |
$279K - $310K
|
167K
$19.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-243- 9.77% |
$26.4K - $29.3K
|
2.24K
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-375- 0.42% |
$40.7K - $45.2K
|
88K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
635+ 29.37% |
$68.9K - $76.6K
|
2.8K
$329K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-64- 1.06% |
$6.94K - $7.72K
|
5.98K
$704K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.27K+ 0.65% |
$138K - $153K
|
196K
$23.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-19- 0.43% |
$2.06K - $2.29K
|
4.39K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.31K+ 3.0% |
$142K - $158K
|
44.8K
$5.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.75K- 11.26% |
$190K - $211K
|
13.8K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-222- 4.03% |
$24.1K - $26.8K
|
5.29K
$623K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.02K- 4.36% |
$328K - $364K
|
66.3K
$7.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.09K- 15.58% |
$118K - $132K
|
5.92K
$697K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3.53K- 33.85% |
$383K - $426K
|
6.9K
$812K
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
6.75K+ 4.07% |
$733K - $815K
|
173K
$20.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.5K- 9.32% |
$379K - $422K
|
34K
$4M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-305- 3.54% |
$33.1K - $36.8K
|
8.32K
$980K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.7K+ 5.55% |
$835K - $929K
|
146K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
985+ 0.58% |
$107K - $119K
|
171K
$20.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-238- 1.6% |
$25.8K - $28.7K
|
14.7K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.19K- 49.42% |
$671K - $746K
|
6.33K
$746K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
8.13K+ 4.47% |
$881K - $980K
|
190K
$22.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.38K- 1.08% |
$692K - $770K
|
584K
$68.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.55K- 18.69% |
$385K - $428K
|
15.5K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
12+ 0.1% |
$1.3K - $1.45K
|
11.7K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
575KNew |
$62.4M - $69.4M
|
575K
$67.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
2.77K+ 7.71% |
$300K - $334K
|
38.6K
$4.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
7.82KNew |
$848K - $943K
|
7.82K
$921K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-440- 3.82% |
$47.7K - $53.1K
|
11.1K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.17K+ 19.15% |
$777K - $864K
|
44.6K
$5.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
629+ 6.73% |
$68.2K - $75.9K
|
9.97K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-27.3K- 1.15% |
$2.96M - $3.29M
|
2.33M
$275M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-74- 1.23% |
$8.03K - $8.93K
|
5.92K
$697K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6.53K- 25.15% |
$708K - $788K
|
19.4K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 1.96% |
$325 - $362
|
156
$18.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11- 1.32% |
$1.19K - $1.33K
|
821
$96.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
285+ 5.15% |
$30.9K - $34.4K
|
5.82K
$686K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95K+ 13.88% |
$10.3M - $11.5M
|
779K
$91.8M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 10.11% |
$169K - $187K
|
13.8K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
3+ 1.0% |
$325 - $362
|
302
$35.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.01K+ 23.82% |
$544K - $605K
|
26.1K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.79K- 19.15% |
$303K - $337K
|
11.8K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.76K+ 0.77% |
$408K - $454K
|
494K
$58.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.83K+ 9.7% |
$849K - $944K
|
88.5K
$10.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.42KNew |
$153K - $171K
|
1.42K
$167K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.01K+ 25.42% |
$109K - $122K
|
4.98K
$586K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
25+ 0.02% |
$2.71K - $3.02K
|
128K
$15.1M
|