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
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
168KNew |
$19.1M - $21.4M
|
168K
$18.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
204New |
$23.2K - $26K
|
204
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
350New |
$39.9K - $44.6K
|
350
$38K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
34.6KNew |
$3.94M - $4.41M
|
34.6K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
507K+ 55.98% |
$57.8M - $64.6M
|
1.41M
$153M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 14.29% |
$1.14K - $1.27K
|
60
$6.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.49K+ 2.54% |
$170K - $190K
|
60.4K
$6.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.41K- 1.48% |
$161K - $180K
|
94.1K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 4.63% |
$17.2K - $19.2K
|
3.11K
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-316- 26.07% |
$36K - $40.3K
|
896
$97.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
52+ 1.58% |
$5.92K - $6.62K
|
3.35K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.08K+ 86.08% |
$464K - $519K
|
8.81K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-472- 0.73% |
$53.8K - $60.1K
|
64.2K
$6.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.9KNew |
$330K - $370K
|
2.9K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
241K+ 6.24% |
$27.5M - $30.7M
|
4.1M
$445M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-172- 0.33% |
$19.6K - $21.9K
|
52.1K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.2K- 18.9% |
$1.51M - $1.69M
|
56.8K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.24K- 33.96% |
$141K - $158K
|
2.41K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-910- 3.09% |
$104K - $116K
|
28.5K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
17.2KNew |
$1.96M - $2.19M
|
17.2K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
181KNew |
$20.7M - $23.1M
|
181K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
130+ 2.47% |
$14.8K - $16.6K
|
5.39K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
2.28K+ 49.12% |
$260K - $290K
|
6.92K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17.1K+ 6.58% |
$1.95M - $2.18M
|
278K
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
47.2K+ 35.2% |
$5.38M - $6.01M
|
181K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
20.3K+ 85.8% |
$2.31M - $2.59M
|
44K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
32K+ 1343.08% |
$3.65M - $4.08M
|
34.4K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.8KNew |
$547K - $611K
|
4.8K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.95KNew |
$222K - $248K
|
1.95K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 5.94% |
$14.2K - $15.9K
|
1.98K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.7K- 48.24% |
$535K - $598K
|
5.04K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
15.1K+ 8.81% |
$1.72M - $1.93M
|
187K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
95.8KNew |
$10.9M - $12.2M
|
95.8K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
140New |
$15.9K - $17.8K
|
140
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-129K- 11.04% |
$14.7M - $16.4M
|
1.04M
$113M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
367+ 7.55% |
$41.8K - $46.7K
|
5.23K
$568K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-8.77K- 1.76% |
$999K - $1.12M
|
491K
$53.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
25+ 0.64% |
$2.85K - $3.18K
|
3.91K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.61K- 2.45% |
$183K - $205K
|
63.9K
$6.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-14.4K- 31.75% |
$1.64M - $1.83M
|
31K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-3.99K- 6.23% |
$455K - $509K
|
60.2K
$6.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10+ 0.2% |
$1.14K - $1.27K
|
5K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.3K+ 3.4% |
$1.85M - $2.07M
|
495K
$53.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.68K+ 0.84% |
$419K - $469K
|
441K
$47.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
84+ 3.8% |
$9.57K - $10.7K
|
2.3K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.4KNew |
$160K - $179K
|
1.4K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
764+ 2.46% |
$87K - $97.3K
|
31.8K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.94K- 1.78% |
$221K - $247K
|
107K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-52- 2.34% |
$5.92K - $6.62K
|
2.17K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.18K- 0.22% |
$134K - $150K
|
537K
$58.3M
|