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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
105KNew |
$12M - $13.4M
|
105K
$11.2M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.73KNew |
$311K - $348K
|
2.73K
$291K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
2.05KNew |
$234K - $261K
|
2.05K
$219K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.07KNew |
$463K - $518K
|
4.07K
$433K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-87- 0.4% |
$9.91K - $11.1K
|
21.6K
$2.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.42KNew |
$275K - $308K
|
2.42K
$258K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-204- 1.65% |
$23.2K - $26K
|
12.2K
$1.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 8.39% |
$11.9M - $13.3M
|
1.35M
$144M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4KNew |
$388K - $434K
|
3.4K
$363K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.72K+ 32.07% |
$651K - $728K
|
23.5K
$2.51M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-948- 3.61% |
$108K - $121K
|
25.3K
$2.7M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-266- 2.32% |
$30.3K - $33.9K
|
11.2K
$1.19M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.3KNew |
$261K - $292K
|
2.3K
$245K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.83KNew |
$208K - $233K
|
1.83K
$195K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
31+ 20.0% |
$3.53K - $3.95K
|
186
$19.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
187New |
$21.3K - $23.8K
|
187
$19.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.29KNew |
$261K - $292K
|
2.29K
$244K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
17.4KNew |
$1.98M - $2.21M
|
17.4K
$1.85M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.11K- 52.41% |
$240K - $268K
|
1.91K
$204K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.85K+ 24.3% |
$667K - $746K
|
29.9K
$3.19M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.29K+ 11.72% |
$261K - $291K
|
21.8K
$2.32M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-29- 1.48% |
$3.3K - $3.69K
|
1.93K
$205K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-447- 7.31% |
$50.9K - $56.9K
|
5.67K
$604K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
841New |
$95.8K - $107K
|
841
$89.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.34KNew |
$153K - $171K
|
1.34K
$143K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
17KNew |
$1.93M - $2.16M
|
17K
$1.81M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
6.42KNew |
$732K - $818K
|
6.42K
$684K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-31.2K- 57.06% |
$3.55M - $3.97M
|
23.5K
$2.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10+ 1.76% |
$1.14K - $1.27K
|
577
$61.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.84KNew |
$209K - $234K
|
1.84K
$196K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-121- 2.37% |
$13.8K - $15.4K
|
4.99K
$532K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 0.11% |
$1.94K - $2.17K
|
15.7K
$1.68M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-109K- 94.81% |
$12.4M - $13.9M
|
5.99K
$638K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
19.2KNew |
$2.18M - $2.44M
|
19.2K
$2.04M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
4.27KNew |
$487K - $544K
|
4.27K
$455K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.58K+ 3.92% |
$294K - $328K
|
68.3K
$7.28M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.92K+ 8.62% |
$219K - $245K
|
24.2K
$2.58M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$245K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 22.29% |
$1.51M - $1.69M
|
46.2K
$4.92M
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
4.75KNew |
$541K - $605K
|
4.75K
$506K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.5K+ 386.5% |
$1.77M - $1.98M
|
19.6K
$2.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.34KNew |
$722K - $807K
|
6.34K
$675K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.08K+ 9.81% |
$1.03M - $1.16M
|
102K
$10.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12KNew |
$1.36M - $1.52M
|
12K
$1.27M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.53KNew |
$517K - $578K
|
4.53K
$483K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-232- 0.48% |
$26.4K - $29.6K
|
48K
$5.12M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.62KNew |
$413K - $461K
|
3.62K
$386K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.11K- 25.38% |
$468K - $523K
|
12.1K
$1.29M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
723+ 42.43% |
$82.4K - $92.1K
|
2.43K
$259K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-869- 21.69% |
$99K - $111K
|
3.14K
$334K
|