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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.02% |
$217 - $241
|
11.2K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
920New |
$99.8K - $111K
|
920
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
14.1KNew |
$1.53M - $1.7M
|
14.1K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
13+ 0.37% |
$1.41K - $1.57K
|
3.51K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.4K- 1.04% |
$152K - $169K
|
133K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-66- 0.41% |
$7.16K - $7.96K
|
16.1K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-436- 2.69% |
$47.3K - $52.6K
|
15.7K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.07KNew |
$333K - $370K
|
3.07K
$358K
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
33.6KNew |
$3.65M - $4.06M
|
33.6K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.59K+ 37.94% |
$606K - $674K
|
20.3K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
10K+ 16.71% |
$1.08M - $1.21M
|
69.8K
$8.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 0.05% |
$1.19K - $1.33K
|
22.8K
$2.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-33.5K- 30.22% |
$3.64M - $4.04M
|
77.4K
$9.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
372+ 3.7% |
$40.3K - $44.9K
|
10.4K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
364+ 4.71% |
$39.5K - $43.9K
|
8.09K
$945K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-235K- 1.68% |
$25.5M - $28.3M
|
13.7M
$1.6B
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.4% |
$108 - $121
|
252
$29.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
139K+ 90.44% |
$15.1M - $16.8M
|
293K
$34.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.73KNew |
$187K - $208K
|
1.73K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
840+ 9.89% |
$91.1K - $101K
|
9.33K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.91K- 19.49% |
$207K - $230K
|
7.88K
$921K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-12.8K- 32.04% |
$1.38M - $1.54M
|
27.1K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-54.1K- 87.98% |
$5.86M - $6.52M
|
7.38K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
900New |
$97.6K - $109K
|
900
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
635New |
$68.9K - $76.6K
|
635
$74.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-554- 2.38% |
$60.1K - $66.8K
|
22.7K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
5.24KNew |
$568K - $632K
|
5.24K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.12K- 7.71% |
$881K - $980K
|
97.2K
$11.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.91KNew |
$207K - $230K
|
1.91K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
482New |
$52.3K - $58.1K
|
482
$56.3K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.7K+ 8.43% |
$5.06M - $5.63M
|
600K
$70.1M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.43K- 14.95% |
$155K - $172K
|
8.11K
$948K
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-2.86K- 0.82% |
$310K - $345K
|
344K
$40.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-43- 18.3% |
$4.66K - $5.19K
|
192
$22.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
25+ 0.37% |
$2.71K - $3.02K
|
6.75K
$789K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-8.13K- 59.47% |
$882K - $981K
|
5.54K
$648K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-3.41K- 97.85% |
$370K - $411K
|
75
$8.76K
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-100K- 99.91% |
$10.9M - $12.1M
|
87
$10.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-210K- 25.78% |
$22.8M - $25.3M
|
605K
$70.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
181+ 1.15% |
$19.6K - $21.8K
|
15.9K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.26K+ 41.27% |
$353K - $393K
|
11.2K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
784+ 5.78% |
$85K - $94.6K
|
14.4K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-137- 12.84% |
$14.9K - $16.5K
|
930
$109K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
10.2K+ 9.67% |
$1.11M - $1.23M
|
116K
$13.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.34K- 0.31% |
$579K - $644K
|
1.7M
$199M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
303+ 6.95% |
$32.9K - $36.6K
|
4.66K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.4KNew |
$1.77M - $1.97M
|
16.4K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.29K- 89.78% |
$249K - $276K
|
261
$30.5K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-106- 2.93% |
$11.5K - $12.8K
|
3.51K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
54.7K+ 548.77% |
$5.93M - $6.59M
|
64.6K
$7.55M
|
|