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 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4- 0.08% |
$434 - $483
|
4.76K
$560K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1.4K+ 2.86% |
$152K - $169K
|
50.3K
$5.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
42+ 1.35% |
$4.56K - $5.07K
|
3.14K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-1.26K- 1.21% |
$137K - $152K
|
103K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-8- 12.9% |
$868 - $965
|
54
$6.36K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.06K+ 14.24% |
$115K - $128K
|
8.48K
$999K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.79K- 4.47% |
$627K - $698K
|
124K
$14.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-263- 8.32% |
$28.5K - $31.7K
|
2.9K
$341K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
719+ 0.29% |
$78K - $86.7K
|
248K
$29.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
322+ 2.15% |
$34.9K - $38.8K
|
15.3K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
30K+ 225.59% |
$3.26M - $3.62M
|
43.4K
$5.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.91% |
$3.04K - $3.38K
|
3.06K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9.57K+ 9.49% |
$1.04M - $1.15M
|
110K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-81- 0.71% |
$8.79K - $9.77K
|
11.3K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-311- 1.97% |
$33.7K - $37.5K
|
15.5K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.11% |
$2.39K - $2.65K
|
20.5K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-39.6K- 11.38% |
$4.3M - $4.78M
|
309K
$36.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-1.1K- 16.51% |
$120K - $133K
|
5.57K
$656K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15+ 0.15% |
$1.63K - $1.81K
|
10.1K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-307- 4.68% |
$33.3K - $37K
|
6.25K
$737K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
467+ 4.67% |
$50.7K - $56.3K
|
10.5K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
438+ 7.77% |
$47.5K - $52.8K
|
6.07K
$715K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
483+ 4.94% |
$52.4K - $58.3K
|
10.3K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10.2K- 1.37% |
$1.11M - $1.24M
|
740K
$87.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.33KNew |
$362K - $402K
|
3.33K
$393K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
294+ 0.97% |
$31.9K - $35.5K
|
30.6K
$3.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
338+ 0.45% |
$36.7K - $40.8K
|
74.7K
$8.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-279K- 7.48% |
$30.2M - $33.6M
|
3.45M
$406M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
26+ 0.23% |
$2.82K - $3.14K
|
11.2K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-156- 0.55% |
$16.9K - $18.8K
|
28.1K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-596- 3.08% |
$64.6K - $71.9K
|
18.8K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3+ 0.17% |
$325 - $362
|
1.78K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
145+ 6.23% |
$15.7K - $17.5K
|
2.47K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
676+ 18.98% |
$73.3K - $81.5K
|
4.24K
$499K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
344+ 1.23% |
$37.3K - $41.5K
|
28.4K
$3.34M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-7.05K- 3.47% |
$765K - $851K
|
196K
$23.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-52- 2.17% |
$5.64K - $6.27K
|
2.34K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
236+ 0.48% |
$25.6K - $28.5K
|
49.6K
$5.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-188- 3.74% |
$20.4K - $22.7K
|
4.84K
$571K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10K- 83.59% |
$1.08M - $1.21M
|
1.96K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
16.1K+ 6.7% |
$1.75M - $1.95M
|
257K
$30.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
11+ 0.16% |
$1.19K - $1.33K
|
7.05K
$830K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
166+ 5.79% |
$18K - $20K
|
3.03K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-13.7K- 23.98% |
$1.49M - $1.66M
|
43.6K
$5.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.55K- 4.45% |
$168K - $187K
|
33.3K
$3.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
729+ 14.47% |
$79.1K - $87.9K
|
5.77K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-254- 0.57% |
$27.5K - $30.6K
|
44.1K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
34+ 0.31% |
$3.69K - $4.1K
|
11.1K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44.9K- 16.5% |
$4.87M - $5.42M
|
227K
$26.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
729+ 0.92% |
$79.1K - $87.9K
|
79.8K
$9.4M
|