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 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
362+ 22.17% |
$32.8K - $39.6K
|
2K
$221K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-167- 3.2% |
$15.1K - $18.3K
|
5.06K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.09K- 0.96% |
$98.8K - $119K
|
112K
$12.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 14.96% |
$94.7K - $115K
|
5.95K
$660K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
689+ 4.85% |
$62.4K - $75.4K
|
14.9K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
329+ 7.0% |
$29.8K - $36K
|
5.03K
$558K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.07K+ 12.47% |
$368K - $445K
|
36.7K
$4.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
SELL
|
- |
-1.66K- 3.75% |
$151K - $182K
|
42.8K
$4.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.5K+ 2.51% |
$769K - $930K
|
347K
$38.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-110- 57.29% |
$9.96K - $12K
|
82
$9.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-901- 11.94% |
$81.6K - $98.7K
|
6.65K
$737K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.64K+ 104.33% |
$329K - $398K
|
7.12K
$790K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.1K+ 0.65% |
$99.7K - $121K
|
170K
$18.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.2K- 10.71% |
$922K - $1.11M
|
84.9K
$9.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.66K- 8.81% |
$331K - $400K
|
37.8K
$4.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
940+ 1.85% |
$85.1K - $103K
|
51.9K
$5.76M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.54% |
$9.78K - $11.8K
|
2.49K
$276K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7- 0.06% |
$634 - $766
|
10.9K
$1.21M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.49K+ 2.31% |
$316K - $382K
|
155K
$17.2M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3.12K- 6.3% |
$283K - $342K
|
46.4K
$5.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-277- 1.56% |
$25.1K - $30.3K
|
17.5K
$1.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-36- 0.53% |
$3.26K - $3.94K
|
6.72K
$745K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$166K - $201K
|
1.84K
$204K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-28.5K- 9.24% |
$2.58M - $3.12M
|
279K
$31M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-534- 17.14% |
$48.4K - $58.5K
|
2.58K
$286K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.11% |
$17.8K - $21.6K
|
4.6K
$511K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.36K- 37.87% |
$123K - $149K
|
2.23K
$247K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
230+ 4.27% |
$20.8K - $25.2K
|
5.61K
$623K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-84- 0.9% |
$7.61K - $9.2K
|
9.22K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-53.8K- 95.22% |
$4.87M - $5.89M
|
2.7K
$300K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
414+ 17.48% |
$37.5K - $45.3K
|
2.78K
$309K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
8.89K+ 12.77% |
$805K - $974K
|
78.6K
$8.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.89KNew |
$171K - $207K
|
1.89K
$209K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2.3KNew |
$208K - $252K
|
2.3K
$255K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.59K- 21.0% |
$507K - $612K
|
21K
$2.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.67K- 17.53% |
$333K - $402K
|
17.3K
$1.92M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-861- 15.05% |
$88.2K - $103K
|
4.86K
$539K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-15.7K- 59.72% |
$1.61M - $1.88M
|
10.6K
$1.17M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-1.6KClosed |
$164K - $192K
|
0
$0
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7.6K+ 11.17% |
$778K - $911K
|
75.6K
$8.39M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
22K+ 7.13% |
$2.26M - $2.64M
|
331K
$36.8M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
410+ 594.2% |
$42K - $49.2K
|
479
$53.1K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.05K+ 3.1% |
$107K - $126K
|
34.8K
$3.86M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
6.05K+ 34.86% |
$620K - $725K
|
23.4K
$2.6M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
87.1KNew |
$8.93M - $10.4M
|
87.1K
$9.66M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-490- 15.95% |
$50.2K - $58.8K
|
2.58K
$287K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.74KNew |
$486K - $569K
|
4.74K
$526K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
111K+ 101.56% |
$11.4M - $13.3M
|
220K
$24.4M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
317+ 10.11% |
$32.5K - $38K
|
3.45K
$383K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
369+ 1.07% |
$37.8K - $44.3K
|
34.8K
$3.86M
|
|