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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.5K+ 19.23% |
$1.79M - $1.99M
|
102K
$12.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-285K- 52.89% |
$30.9M - $34.4M
|
254K
$29.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$217 - $241
|
6.33K
$745K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-196- 3.21% |
$21.3K - $23.6K
|
5.91K
$697K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-5.34K- 5.96% |
$579K - $644K
|
84.2K
$9.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.81K+ 144.44% |
$196K - $218K
|
3.06K
$360K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-7.05K- 12.37% |
$764K - $850K
|
49.9K
$5.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-224- 2.61% |
$24.3K - $27K
|
8.35K
$983K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.02K- 1.55% |
$111K - $123K
|
65K
$7.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.15K+ 7.05% |
$992K - $1.1M
|
139K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.48K+ 6.94% |
$486K - $540K
|
69K
$8.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.04K- 12.32% |
$980K - $1.09M
|
64.3K
$7.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.14K+ 1.26% |
$341K - $379K
|
252K
$29.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.38% |
$976 - $1.09K
|
2.41K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-489- 0.54% |
$53K - $59K
|
89.3K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.15K- 4.35% |
$233K - $259K
|
47.3K
$5.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.37% |
$1.19K - $1.33K
|
3K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
124+ 1.43% |
$13.4K - $15K
|
8.79K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
38+ 5.96% |
$4.12K - $4.58K
|
676
$79.6K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
503+ 21.53% |
$54.6K - $60.7K
|
2.84K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
87New |
$9.44K - $10.5K
|
87
$10.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1- 0.01% |
$108 - $121
|
18.2K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 0.33% |
$3.8K - $4.22K
|
10.5K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.57K- 3.0% |
$171K - $190K
|
50.9K
$6M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-21.2K- 47.82% |
$2.3M - $2.56M
|
23.1K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-918- 5.83% |
$99.6K - $111K
|
14.8K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-29K- 12.06% |
$3.14M - $3.5M
|
211K
$24.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.74K+ 5.42% |
$405K - $451K
|
72.7K
$8.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-114K- 83.05% |
$12.3M - $13.7M
|
23.2K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-395- 0.83% |
$42.8K - $47.6K
|
47.4K
$5.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.52K- 3.37% |
$274K - $304K
|
72.2K
$8.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.05% |
$108 - $121
|
1.97K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-51- 1.62% |
$5.53K - $6.15K
|
3.09K
$364K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-716- 19.5% |
$77.7K - $86.4K
|
2.96K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
168+ 2.19% |
$18.2K - $20.3K
|
7.84K
$923K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.09% |
$325 - $362
|
3.29K
$388K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.5K+ 19.59% |
$380K - $422K
|
21.4K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.02% |
$108 - $121
|
5.12K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
51+ 0.64% |
$5.53K - $6.15K
|
8.07K
$951K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
440+ 0.11% |
$47.7K - $53.1K
|
383K
$45.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
288+ 0.91% |
$31.2K - $34.7K
|
31.8K
$3.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-877- 3.14% |
$95.1K - $106K
|
27.1K
$3.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.23K- 1.93% |
$133K - $148K
|
62.6K
$7.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.08K- 5.59% |
$117K - $130K
|
18.2K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 3.71% |
$141K - $157K
|
36.3K
$4.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-318- 4.41% |
$34.5K - $38.4K
|
6.89K
$811K
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
1.83K+ 5.05% |
$198K - $220K
|
38K
$4.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
1.83KNew |
$199K - $221K
|
1.83K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.33KNew |
$253K - $281K
|
2.33K
$274K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
6.93K+ 2.12% |
$751K - $836K
|
334K
$39.4M
|