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
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.76K+ 3.92% |
$299K - $332K
|
73.1K
$8.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-21- 0.47% |
$2.28K - $2.53K
|
4.48K
$528K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-58- 0.81% |
$6.29K - $7K
|
7.07K
$833K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-5.02K- 1.83% |
$545K - $606K
|
270K
$31.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-880- 2.48% |
$95.4K - $106K
|
34.6K
$4.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
184+ 6.44% |
$20K - $22.2K
|
3.04K
$358K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-45.2K- 13.02% |
$4.91M - $5.46M
|
302K
$35.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
4+ 0.21% |
$434 - $483
|
1.87K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-36.7K- 86.75% |
$3.98M - $4.43M
|
5.61K
$661K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
27+ 0.14% |
$2.93K - $3.26K
|
19.8K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
21K+ 5.61% |
$2.28M - $2.54M
|
396K
$46.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
58+ 3.04% |
$6.29K - $7K
|
1.97K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-656- 3.47% |
$71.1K - $79.1K
|
18.2K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-5.54K- 4.04% |
$601K - $668K
|
132K
$15.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-318- 2.42% |
$34.5K - $38.4K
|
12.8K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-188- 0.25% |
$20.4K - $22.7K
|
76K
$8.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
18.9K+ 15.51% |
$2.05M - $2.28M
|
141K
$16.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-742- 8.15% |
$80.5K - $89.5K
|
8.37K
$985K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.77K- 0.61% |
$409K - $455K
|
617K
$72.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$108 - $121
|
41.9K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
932+ 9.05% |
$101K - $112K
|
11.2K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.58K- 6.78% |
$388K - $431K
|
49.2K
$5.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-125- 1.4% |
$13.6K - $15.1K
|
8.79K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.24K+ 0.84% |
$352K - $391K
|
388K
$45.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-505- 2.25% |
$54.8K - $60.9K
|
21.9K
$2.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
929+ 24.76% |
$101K - $112K
|
4.68K
$551K
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.17K+ 7.6% |
$343K - $382K
|
44.8K
$5.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.44K- 3.95% |
$265K - $294K
|
59.3K
$6.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-98- 0.98% |
$10.6K - $11.8K
|
9.92K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
853+ 3.11% |
$92.5K - $103K
|
28.3K
$3.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-175- 2.67% |
$19K - $21.1K
|
6.38K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.04K- 19.48% |
$221K - $246K
|
8.44K
$994K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-376- 0.17% |
$40.8K - $45.4K
|
223K
$26.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-39.1K- 3.56% |
$4.24M - $4.72M
|
1.06M
$125M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.34K- 11.12% |
$687K - $765K
|
50.6K
$5.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
177+ 0.95% |
$19.2K - $21.4K
|
18.7K
$2.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-460- 12.78% |
$49.9K - $55.5K
|
3.14K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6.32K- 49.3% |
$686K - $763K
|
6.5K
$766K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.63K+ 263.96% |
$176K - $196K
|
2.24K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8K+ 5.15% |
$867K - $965K
|
163K
$19.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.74KNew |
$189K - $210K
|
1.74K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.58K+ 5.3% |
$280K - $312K
|
51.4K
$6.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.49K+ 4.96% |
$162K - $180K
|
31.6K
$3.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.16K+ 1.06% |
$126K - $140K
|
111K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-63- 0.5% |
$6.83K - $7.6K
|
12.6K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-200- 0.62% |
$21.7K - $24.1K
|
32.1K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
14+ 0.02% |
$1.52K - $1.69K
|
71.9K
$8.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.46K+ 4.42% |
$159K - $176K
|
34.6K
$4.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.95K- 2.43% |
$645K - $718K
|
239K
$28.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-631- 2.93% |
$68.4K - $76.1K
|
20.9K
$2.47M
|