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 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.1K- 63.84% |
$695K - $777K
|
3.46K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146- 1.12% |
$16.6K - $18.6K
|
12.9K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
8+ 0.19% |
$911 - $1.02K
|
4.24K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.06K- 1.52% |
$235K - $263K
|
134K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
48.5KNew |
$5.53M - $6.18M
|
48.5K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
270+ 10.4% |
$30.8K - $34.4K
|
2.87K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.5K+ 39.78% |
$1.88M - $2.1M
|
58K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
574+ 13.8% |
$65.4K - $73.1K
|
4.73K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
8.88KNew |
$1.01M - $1.13M
|
8.88K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
474New |
$54K - $60.4K
|
474
$51.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.88K+ 3.74% |
$328K - $367K
|
79.8K
$8.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
33.7KNew |
$3.84M - $4.29M
|
33.7K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
115KNew |
$13.1M - $14.6M
|
115K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.39K- 0.08% |
$728K - $814K
|
8.14M
$884M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.23K+ 13.13% |
$254K - $284K
|
19.2K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.97K+ 4.23% |
$225K - $251K
|
48.6K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
476+ 4.2% |
$54.2K - $60.6K
|
11.8K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
812+ 1.4% |
$92.5K - $103K
|
58.6K
$6.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.33K+ 13.11% |
$948K - $1.06M
|
71.8K
$7.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25.6KNew |
$2.92M - $3.26M
|
25.6K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
21.5K+ 766.08% |
$2.45M - $2.74M
|
24.3K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-135- 0.71% |
$15.4K - $17.2K
|
18.9K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.97K+ 2.3% |
$566K - $633K
|
221K
$24M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-203- 4.19% |
$23.1K - $25.9K
|
4.64K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.67KNew |
$304K - $340K
|
2.67K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-593- 3.04% |
$67.6K - $75.5K
|
18.9K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9.25KNew |
$1.05M - $1.18M
|
9.25K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
9.2KNew |
$1.05M - $1.17M
|
9.2K
$999K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.39K+ 0.46% |
$614K - $687K
|
1.17M
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-17.9K- 8.15% |
$2.04M - $2.28M
|
201K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
86New |
$9.8K - $11K
|
86
$9.34K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.06K- 1.08% |
$121K - $135K
|
96.5K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
21+ 0.35% |
$2.39K - $2.67K
|
6.1K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-29.3K- 7.92% |
$3.34M - $3.74M
|
341K
$37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.6K- 25.37% |
$2.23M - $2.5M
|
57.6K
$6.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.42K- 6.9% |
$389K - $436K
|
46.1K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
146+ 0.9% |
$16.6K - $18.6K
|
16.4K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-456- 6.62% |
$51.9K - $58.1K
|
6.43K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-56- 0.08% |
$6.38K - $7.13K
|
67.8K
$7.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.3K+ 9.37% |
$376K - $421K
|
38.6K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.3K+ 34.69% |
$1.17M - $1.31M
|
40K
$4.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91+ 1.98% |
$10.4K - $11.6K
|
4.7K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.3KNew |
$262K - $293K
|
2.3K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
175+ 0.11% |
$19.9K - $22.3K
|
166K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-840- 5.41% |
$95.7K - $107K
|
14.7K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-374- 14.09% |
$42.6K - $47.6K
|
2.28K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-156- 4.99% |
$17.8K - $19.9K
|
2.97K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
41.5KNew |
$4.73M - $5.29M
|
41.5K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.94KNew |
$221K - $247K
|
1.94K
$211K
|