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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
14.5K+ 8.66% |
$1.31M - $1.59M
|
182K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.67K+ 5.71% |
$333K - $402K
|
68K
$7.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-225- 3.59% |
$20.4K - $24.6K
|
6.04K
$671K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-92.7K- 37.7% |
$8.39M - $10.1M
|
153K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.6K- 54.84% |
$235K - $284K
|
2.14K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 5.65% |
$191K - $231K
|
35.3K
$3.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.06K- 63.04% |
$548K - $663K
|
3.55K
$394K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
11+ 0.2% |
$996 - $1.2K
|
5.61K
$622K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
17+ 0.21% |
$1.54K - $1.86K
|
8.04K
$892K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-215- 0.38% |
$19.5K - $23.5K
|
56.4K
$6.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.87K- 8.44% |
$441K - $533K
|
52.8K
$5.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3K+ 13.91% |
$271K - $328K
|
24.5K
$2.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14+ 0.47% |
$1.27K - $1.53K
|
3.01K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.61K+ 17.01% |
$418K - $505K
|
31.7K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
190+ 8.2% |
$17.2K - $20.8K
|
2.51K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.75K- 6.56% |
$430K - $520K
|
67.7K
$7.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.65K+ 3.07% |
$149K - $180K
|
55.2K
$6.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
15K+ 6.64% |
$1.36M - $1.64M
|
241K
$26.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.38K+ 10.03% |
$215K - $260K
|
26.1K
$2.89M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
5.44KNew |
$492K - $595K
|
5.44K
$603K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.1K+ 12.57% |
$2.27M - $2.75M
|
225K
$25M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
160+ 11.96% |
$14.5K - $17.5K
|
1.5K
$166K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 23.03% |
$9.51K - $11.5K
|
351
$38.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-8.83K- 10.92% |
$800K - $967K
|
72.1K
$8M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.89K+ 88.45% |
$443K - $536K
|
10.4K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
1.42K+ 8.93% |
$129K - $156K
|
17.4K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
952+ 7.74% |
$86.2K - $104K
|
13.2K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
460+ 21.23% |
$41.7K - $50.4K
|
2.63K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.98K+ 4.31% |
$179K - $216K
|
47.8K
$5.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
22+ 0.41% |
$1.99K - $2.41K
|
5.4K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-718- 19.82% |
$65K - $78.6K
|
2.91K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4K- 7.14% |
$362K - $438K
|
52K
$5.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-64- 0.89% |
$5.8K - $7.01K
|
7.13K
$791K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.6K+ 7.33% |
$1.78M - $2.15M
|
287K
$31.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.05K+ 7.55% |
$186K - $224K
|
29.2K
$3.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.2K+ 1924.34% |
$3.37M - $4.08M
|
39.2K
$4.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 3.17% |
$195K - $236K
|
70.1K
$7.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$187K - $226K
|
2.06K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 19.59% |
$422K - $511K
|
19.1K
$2.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-290- 0.06% |
$26.3K - $31.8K
|
490K
$54.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-318- 5.89% |
$28.8K - $34.8K
|
5.08K
$564K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-723- 9.17% |
$65.5K - $79.2K
|
7.17K
$795K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-144- 1.2% |
$13K - $15.8K
|
11.8K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
87+ 2.51% |
$7.88K - $9.53K
|
3.55K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.43K+ 3.72% |
$129K - $156K
|
39.8K
$4.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
121+ 121.0% |
$11K - $13.2K
|
221
$24.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-578- 45.58% |
$52.3K - $63.3K
|
690
$76.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
86+ 1.62% |
$7.79K - $9.42K
|
5.39K
$599K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-275- 4.32% |
$24.9K - $30.1K
|
6.09K
$676K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-282- 9.05% |
$25.5K - $30.9K
|
2.84K
$315K
|