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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
450New |
$46.1K - $54K
|
450
$49.9K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.74K+ 37.63% |
$794K - $929K
|
28.3K
$3.14M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
3+ 0.14% |
$307 - $360
|
2.19K
$243K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
22+ 100.0% |
$2.25K - $2.64K
|
44
$4.88K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
838K+ 65.32% |
$85.9M - $101M
|
2.12M
$235M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-5.57K- 25.36% |
$571K - $668K
|
16.4K
$1.82M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-540- 6.4% |
$55.3K - $64.8K
|
7.9K
$876K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.93K- 16.02% |
$505K - $591K
|
25.8K
$2.86M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
33New |
$3.38K - $3.96K
|
33
$3.66K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
86+ 46.24% |
$8.81K - $10.3K
|
272
$30.2K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.83K+ 80.46% |
$495K - $579K
|
10.8K
$1.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.6K- 22.86% |
$1.8M - $2.11M
|
59.2K
$6.57M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.01% |
$3.38K - $3.96K
|
244K
$27.1M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
227+ 2.93% |
$23.3K - $27.2K
|
7.99K
$886K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18.9K+ 2.84% |
$1.94M - $2.27M
|
684K
$75.9M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.26K- 29.46% |
$129K - $151K
|
3.01K
$334K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-8.23K- 40.57% |
$844K - $988K
|
12.1K
$1.34M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.9K- 20.62% |
$297K - $348K
|
11.2K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-500- 20.71% |
$51.2K - $60K
|
1.91K
$212K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
146K+ 5.33% |
$15M - $17.5M
|
2.89M
$320M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
91.5K+ 2606.32% |
$9.38M - $11M
|
95K
$10.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
89.5K+ 702.16% |
$9.17M - $10.7M
|
102K
$11.3M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
44.6KNew |
$4.57M - $5.34M
|
44.6K
$4.94M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.76M+ 1175.16% |
$181M - $211M
|
1.91M
$212M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 19.38% |
$2.56K - $3K
|
154
$17.1K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
19+ 0.51% |
$1.95K - $2.28K
|
3.78K
$419K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 7.43% |
$312K - $366K
|
44K
$4.89M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.6K+ 70.1% |
$267K - $312K
|
6.31K
$701K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66+ 6.31% |
$6.76K - $7.92K
|
1.11K
$123K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-24K- 10.85% |
$2.46M - $2.88M
|
197K
$21.9M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
125+ 3.94% |
$12.8K - $15K
|
3.3K
$366K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.54K+ 19.32% |
$157K - $184K
|
9.49K
$1.05M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.34K+ 3.3% |
$444K - $520K
|
136K
$15M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.66K+ 2125.64% |
$170K - $199K
|
1.74K
$193K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.52K+ 28.81% |
$156K - $183K
|
6.81K
$756K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-755- 11.54% |
$77.4K - $90.6K
|
5.79K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-927- 22.74% |
$95K - $111K
|
3.15K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
602+ 2.2% |
$61.7K - $72.2K
|
27.9K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
146+ 3.28% |
$15K - $17.5K
|
4.6K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
6.94KNew |
$712K - $833K
|
6.94K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
15KNew |
$1.54M - $1.8M
|
15K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.6K+ 8.96% |
$4.16M - $4.87M
|
493K
$54.7M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.98K+ 3.14% |
$407K - $477K
|
131K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-36- 3.29% |
$3.69K - $4.32K
|
1.06K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.05K- 78.8% |
$312K - $365K
|
819
$90.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47K+ 237.92% |
$4.81M - $5.64M
|
66.7K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
18+ 24.0% |
$1.84K - $2.16K
|
93
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 13.3% |
$456K - $534K
|
29K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.59K+ 7.08% |
$471K - $551K
|
69.5K
$7.71M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-737- 3.34% |
$75.5K - $88.4K
|
21.3K
$2.37M
|