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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
576+ 1.88% |
$65.8K - $69.8K
|
31.2K
$3.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
142+ 0.83% |
$16.2K - $17.2K
|
17.2K
$2.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1K- 19.05% |
$114K - $121K
|
4.25K
$496K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
253+ 2.17% |
$28.9K - $30.7K
|
11.9K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
24New |
$2.74K - $2.91K
|
24
$2.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10.8K- 2.19% |
$1.24M - $1.31M
|
483K
$56.4M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.17K+ 8.96% |
$591K - $626K
|
62.9K
$7.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-22- 0.26% |
$2.51K - $2.67K
|
8.58K
$1M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.26KNew |
$258K - $274K
|
2.26K
$264K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.03K+ 50.78% |
$689K - $730K
|
17.9K
$2.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.34K+ 4.38% |
$839K - $889K
|
175K
$20.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
321+ 10.44% |
$36.7K - $38.9K
|
3.4K
$397K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.8K- 6.88% |
$1.24M - $1.31M
|
146K
$17.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
SELL
|
- |
-49- 0.34% |
$5.6K - $5.94K
|
14.5K
$1.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.6KNew |
$183K - $194K
|
1.6K
$187K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-23- 1.17% |
$2.63K - $2.79K
|
1.94K
$227K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-55- 0.79% |
$6.28K - $6.66K
|
6.88K
$804K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
122+ 0.37% |
$13.9K - $14.8K
|
33.4K
$3.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-11- 0.46% |
$1.26K - $1.33K
|
2.4K
$280K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
39+ 0.45% |
$4.46K - $4.72K
|
8.63K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-428- 4.84% |
$48.9K - $51.9K
|
8.42K
$984K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-443- 1.39% |
$50.6K - $53.7K
|
31.4K
$3.67M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-165- 30.56% |
$18.9K - $20K
|
375
$43.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
66+ 2.56% |
$7.54K - $8K
|
2.64K
$309K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 8.06% |
$3.44M - $3.64M
|
403K
$47.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-453- 1.97% |
$51.8K - $54.9K
|
22.6K
$2.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.96K+ 4.2% |
$681K - $722K
|
148K
$17.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10+ 0.49% |
$1.14K - $1.21K
|
2.05K
$240K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-6.73K- 5.76% |
$769K - $815K
|
110K
$12.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
9.23K+ 45.07% |
$1.05M - $1.12M
|
29.7K
$3.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-13- 0.23% |
$1.49K - $1.57K
|
5.7K
$666K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 1.31% |
$291K - $308K
|
196K
$22.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
60+ 0.72% |
$6.86K - $7.27K
|
8.42K
$984K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4+ 0.09% |
$457 - $485
|
4.29K
$501K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
410+ 16.07% |
$46.9K - $49.7K
|
2.96K
$346K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-287- 10.18% |
$32.8K - $34.8K
|
2.53K
$296K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-484- 0.37% |
$55.3K - $58.6K
|
131K
$15.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
968+ 1.72% |
$111K - $117K
|
57.3K
$6.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Polianta LTD
|
BUY
|
- |
6.1K+ 9.02% |
$697K - $739K
|
73.7K
$8.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
3.97KNew |
$453K - $480K
|
3.97K
$463K
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
30.8K+ 574.65% |
$3.52M - $3.73M
|
36.2K
$4.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.51KNew |
$401K - $425K
|
3.51K
$410K
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.53K- 38.26% |
$175K - $186K
|
2.48K
$289K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-11- 0.21% |
$1.26K - $1.33K
|
5.35K
$625K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
7.45K+ 1.79% |
$851K - $903K
|
424K
$49.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.87K- 5.41% |
$214K - $227K
|
32.7K
$3.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
15.1KNew |
$1.72M - $1.82M
|
15.1K
$1.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-488- 51.21% |
$55.8K - $59.1K
|
465
$54.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
90+ 0.2% |
$10.3K - $10.9K
|
44.2K
$5.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1.18K+ 4207.14% |
$135K - $143K
|
1.21K
$141K
|
|