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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
8KNew |
$911K - $1.02M
|
8K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.18K- 11.84% |
$476K - $533K
|
31.1K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 1.77% |
$138K - $154K
|
69.6K
$7.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-302- 0.26% |
$34.4K - $38.5K
|
116K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 33.63% |
$183K - $205K
|
6.39K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.36K+ 1.51% |
$155K - $173K
|
91.5K
$9.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.38KNew |
$726K - $812K
|
6.38K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-54.6K- 1.44% |
$6.22M - $6.95M
|
3.73M
$405M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79M+ 4.92% |
$204M - $228M
|
38.1M
$4.14B
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
612+ 1.89% |
$69.7K - $78K
|
33.1K
$3.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-13.8K- 69.71% |
$1.57M - $1.76M
|
6K
$651K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64M+ 11.71% |
$187M - $209M
|
15.6M
$1.7B
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.54K+ 1.16% |
$517K - $578K
|
396K
$42.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
778+ 2.79% |
$88.6K - $99.1K
|
28.6K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
163+ 1.33% |
$18.6K - $20.8K
|
12.4K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
21+ 0.79% |
$2.39K - $2.67K
|
2.68K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-331- 1.49% |
$37.7K - $42.2K
|
21.8K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
26.7K+ 113.81% |
$3.04M - $3.4M
|
50.2K
$5.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.43K+ 47.2% |
$619K - $692K
|
16.9K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$3.87K - $4.33K
|
34
$3.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
34.1KNew |
$3.88M - $4.34M
|
34.1K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.87K+ 0.59% |
$213K - $238K
|
318K
$34.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-328- 2.28% |
$37.4K - $41.8K
|
14K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.59K+ 0.96% |
$181K - $202K
|
167K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
117+ 6.64% |
$13.3K - $14.9K
|
1.88K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-381- 0.29% |
$43.4K - $48.5K
|
131K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$114 - $127
|
2.12K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.38K+ 0.31% |
$612K - $685K
|
1.72M
$187M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.26K- 4.69% |
$599K - $670K
|
107K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
335+ 10.97% |
$38.2K - $42.7K
|
3.39K
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-177K- 65.24% |
$20.2M - $22.5M
|
94.3K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.4K+ 5.17% |
$159K - $178K
|
28.4K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.41K- 2.04% |
$274K - $306K
|
116K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
934+ 5.45% |
$106K - $119K
|
18.1K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.25K+ 12.68% |
$370K - $413K
|
28.8K
$3.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-209K- 80.35% |
$23.8M - $26.7M
|
51.2K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
17+ 0.85% |
$1.94K - $2.17K
|
2.02K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7.99K- 1.52% |
$910K - $1.02M
|
517K
$56.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
195+ 0.64% |
$22.2K - $24.8K
|
30.6K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.07K+ 1.52% |
$464K - $518K
|
272K
$29.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
58+ 38.67% |
$6.61K - $7.39K
|
208
$22.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-2.97K- 10.79% |
$339K - $379K
|
24.6K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-73- 1.51% |
$8.32K - $9.3K
|
4.75K
$516K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.25% |
$797 - $892
|
2.84K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
113+ 1.08% |
$12.9K - $14.4K
|
10.6K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.44K- 8.43% |
$164K - $183K
|
15.7K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
179K+ 2.18% |
$20.3M - $22.7M
|
8.37M
$909M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-1.67K- 0.9% |
$191K - $213K
|
183K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.1KNew |
$2.86M - $3.2M
|
25.1K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
47.5KNew |
$5.41M - $6.05M
|
47.5K
$5.16M
|