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 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.99K- 25.73% |
$215K - $239K
|
5.73K
$675K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2New |
$217 - $241
|
2
$236
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
11.5K+ 49.9% |
$1.25M - $1.39M
|
34.6K
$4.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.18K- 2.54% |
$128K - $142K
|
45.2K
$5.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 1.95% |
$868 - $965
|
418
$49.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.52K- 6.87% |
$1.03M - $1.15M
|
129K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377+ 3.69% |
$40.9K - $45.5K
|
10.6K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.37% |
$108 - $121
|
272
$32K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.82K- 2.11% |
$306K - $341K
|
131K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.08K+ 28.94% |
$876K - $974K
|
36K
$4.24M
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
713+ 3.74% |
$77.3K - $86K
|
19.8K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
17K+ 3.19% |
$1.85M - $2.05M
|
552K
$65M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-341- 8.57% |
$37K - $41.1K
|
3.64K
$429K
|
|
|
Oct 27, 2025
Q3 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-2.39K- 25.5% |
$259K - $288K
|
6.98K
$822K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.27K- 10.88% |
$138K - $154K
|
10.4K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-15.9K- 18.43% |
$1.73M - $1.92M
|
70.4K
$8.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
83+ 0.46% |
$9K - $10K
|
18K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
34+ 0.64% |
$3.69K - $4.1K
|
5.34K
$628K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3+ 0.16% |
$325 - $362
|
1.89K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
25+ 0.52% |
$2.71K - $3.02K
|
4.87K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-400- 7.82% |
$43.4K - $48.3K
|
4.71K
$555K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-48K- 11.83% |
$5.2M - $5.78M
|
357K
$42.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-491- 12.64% |
$53.3K - $59.2K
|
3.39K
$400K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
71+ 2.32% |
$7.7K - $8.56K
|
3.13K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
578+ 4.82% |
$62.7K - $69.7K
|
12.6K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35K+ 18.75% |
$3.79M - $4.22M
|
221K
$26.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
980+ 1.76% |
$106K - $118K
|
56.8K
$6.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
40New |
$4.34K - $4.83K
|
40
$4.71K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-4.24K- 15.5% |
$460K - $512K
|
23.1K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-2.63K- 37.86% |
$286K - $318K
|
4.32K
$509K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.6KNew |
$282K - $313K
|
2.6K
$306K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
321+ 0.59% |
$34.8K - $38.7K
|
54.5K
$6.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-282- 4.28% |
$30.6K - $34K
|
6.3K
$742K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
327+ 1.15% |
$35.5K - $39.4K
|
28.7K
$3.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.32K+ 177.81% |
$794K - $883K
|
11.4K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
25+ 0.34% |
$2.71K - $3.02K
|
7.49K
$882K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
54+ 0.31% |
$5.86K - $6.51K
|
17.4K
$2.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-107- 3.41% |
$11.6K - $12.9K
|
3.03K
$357K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-155- 0.57% |
$16.8K - $18.7K
|
26.9K
$3.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
936+ 2.04% |
$102K - $113K
|
46.9K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.45K- 99.28% |
$375K - $417K
|
25
$2.94K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
104+ 0.61% |
$11.3K - $12.5K
|
17.1K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-251- 4.03% |
$27.2K - $30.3K
|
5.98K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.11K- 1.83% |
$121K - $134K
|
59.9K
$7.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.57K+ 0.84% |
$279K - $310K
|
308K
$36.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-107- 1.26% |
$11.6K - $12.9K
|
8.36K
$985K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
60+ 1.4% |
$6.51K - $7.24K
|
4.35K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
23.9K+ 474.62% |
$2.59M - $2.88M
|
28.9K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
9+ 0.15% |
$976 - $1.09K
|
5.82K
$686K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4+ 0.02% |
$434 - $483
|
25.5K
$3.01M
|