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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
17.7K+ 2.7% |
$2.02M - $2.26M
|
675K
$73.3M
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
617KNew |
$70.3M - $78.7M
|
617K
$67M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.91K- 5.55% |
$673K - $753K
|
101K
$10.9M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.45K- 2.51% |
$166K - $185K
|
56.4K
$6.12M
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
310+ 2.93% |
$35.3K - $39.5K
|
10.9K
$1.18M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
682+ 0.76% |
$77.7K - $86.9K
|
90.9K
$9.87M
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.49K- 1.97% |
$283K - $317K
|
124K
$13.4M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 13.56% |
$370K - $414K
|
20.7K
$2.25M
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-749- 26.38% |
$85.3K - $95.4K
|
2.09K
$227K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.12K+ 4.51% |
$1.04M - $1.16M
|
211K
$23M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
992+ 0.16% |
$113K - $126K
|
625K
$67.9M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.16K+ 2.81% |
$701K - $784K
|
225K
$24.4M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
36+ 0.19% |
$4.1K - $4.59K
|
19.2K
$2.08M
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-109- 0.79% |
$12.4K - $13.9K
|
13.7K
$1.48M
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
988+ 0.14% |
$113K - $126K
|
706K
$76.7M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-438- 1.72% |
$49.9K - $55.8K
|
25.1K
$2.72M
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
39.2KNew |
$4.47M - $5M
|
39.2K
$4.26M
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.39K+ 7.05% |
$272K - $304K
|
36.3K
$3.94M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-346- 5.38% |
$39.4K - $44.1K
|
6.09K
$661K
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.18K- 3.38% |
$135K - $150K
|
33.7K
$3.66M
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
270+ 5.85% |
$30.8K - $34.4K
|
4.89K
$530K
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
384+ 1.39% |
$43.7K - $48.9K
|
28.1K
$3.05M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
503+ 4.76% |
$57.3K - $64.1K
|
11.1K
$1.2M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
255+ 0.17% |
$29K - $32.5K
|
149K
$16.2M
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.45K- 14.1% |
$849K - $949K
|
45.4K
$4.93M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
682New |
$77.7K - $86.9K
|
682
$74.1K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $127
|
2.32K
$252K
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-487- 0.16% |
$55.5K - $62K
|
310K
$33.6M
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.3KNew |
$2.43M - $2.72M
|
21.3K
$2.32M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15.6K+ 5.86% |
$1.77M - $1.98M
|
281K
$30.5M
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
271+ 1.03% |
$30.9K - $34.5K
|
26.5K
$2.87M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-22.9K- 47.61% |
$2.61M - $2.92M
|
25.2K
$2.74M
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
985+ 2.57% |
$112K - $125K
|
39.2K
$4.26M
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.62KNew |
$526K - $588K
|
4.62K
$501K
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
9.84KNew |
$1.12M - $1.25M
|
9.84K
$1.07M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 8.64% |
$114K - $127K
|
12.6K
$1.37M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-436- 0.81% |
$49.7K - $55.5K
|
53.1K
$5.77M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.96K+ 7.47% |
$337K - $377K
|
42.6K
$4.62M
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
74+ 0.63% |
$8.43K - $9.43K
|
11.8K
$1.28M
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$29.6K - $33.1K
|
260
$28.2K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 24.55% |
$45.6K - $51K
|
1.23K
$133K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.85K+ 64.74% |
$210K - $235K
|
4.7K
$510K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
96+ 0.51% |
$10.9K - $12.2K
|
19.1K
$2.07M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-22.7K- 79.69% |
$2.58M - $2.89M
|
5.78K
$628K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
98+ 2.29% |
$11.2K - $12.5K
|
4.39K
$476K
|
|
Feb 11, 2025
Q4 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
19.3KNew |
$2.2M - $2.46M
|
19.3K
$2.09M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 18.21% |
$218K - $244K
|
12.5K
$1.35M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.6K+ 2.34% |
$3.82M - $4.28M
|
1.47M
$159M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
340+ 6.15% |
$38.7K - $43.3K
|
5.87K
$637K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-160K- 1.77% |
$18.3M - $20.4M
|
8.91M
$968M
|