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 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
7.08K+ 0.62% |
$806K - $901K
|
1.14M
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 34.68% |
$188K - $211K
|
6.42K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 0.73% |
$1.59M - $1.78M
|
1.89M
$205M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
252+ 6.32% |
$28.7K - $32.1K
|
4.24K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
5.97K+ 17.13% |
$680K - $760K
|
40.8K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.15% |
$456 - $510
|
2.6K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
20.4K+ 36.74% |
$2.32M - $2.6M
|
75.9K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.13K+ 5.43% |
$243K - $272K
|
41.4K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
11+ 0.63% |
$1.25K - $1.4K
|
1.76K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.72K- 1.35% |
$652K - $729K
|
418K
$45.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
451+ 1.81% |
$51.4K - $57.4K
|
25.4K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 2.21% |
$155K - $174K
|
63K
$6.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-192- 4.49% |
$21.9K - $24.5K
|
4.08K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.26K- 4.17% |
$485K - $542K
|
97.7K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
370+ 6.44% |
$42.2K - $47.1K
|
6.11K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.1K+ 4.12% |
$2.75M - $3.07M
|
610K
$66.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.33K- 46.76% |
$721K - $806K
|
7.2K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
41+ 1.75% |
$4.67K - $5.22K
|
2.39K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-435- 1.04% |
$49.6K - $55.4K
|
41.3K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.11K+ 0.69% |
$241K - $269K
|
309K
$33.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-224K- 56.12% |
$25.6M - $28.6M
|
175K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
167+ 0.53% |
$19K - $21.3K
|
31.7K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-40- 1.25% |
$4.56K - $5.1K
|
3.16K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.93KNew |
$334K - $373K
|
2.93K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-30.6K- 58.18% |
$3.48M - $3.89M
|
22K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 0.34% |
$4.33K - $4.84K
|
11.1K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.27K- 56.31% |
$600K - $671K
|
4.09K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
300+ 2.83% |
$34.2K - $38.2K
|
10.9K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-204K- 47.23% |
$23.2M - $25.9M
|
228K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
418+ 0.59% |
$47.6K - $53.2K
|
71.3K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
244+ 0.78% |
$27.8K - $31.1K
|
31.5K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.2K- 60.94% |
$1.51M - $1.69M
|
8.49K
$921K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.78K- 7.78% |
$202K - $226K
|
21.1K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.77KNew |
$316K - $353K
|
2.77K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
124K+ 3.28% |
$14.1M - $15.7M
|
3.89M
$422M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-210- 1.57% |
$23.9K - $26.7K
|
13.2K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2.17K- 5.39% |
$247K - $276K
|
38K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-29.7K- 57.55% |
$3.39M - $3.79M
|
21.9K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-5.6K- 3.66% |
$637K - $713K
|
147K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-16.4K- 4.58% |
$1.86M - $2.08M
|
341K
$37M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
340K+ 104.69% |
$38.7M - $43.3M
|
665K
$72.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
29.8K+ 3.14% |
$3.39M - $3.8M
|
978K
$106M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
4.73K+ 9.13% |
$539K - $603K
|
56.6K
$6.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.02K- 11.47% |
$799K - $894K
|
54.2K
$5.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-924- 0.55% |
$105K - $118K
|
168K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-400- 10.36% |
$45.6K - $51K
|
3.46K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-236- 2.42% |
$26.9K - $30.1K
|
9.52K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.25K+ 6.76% |
$370K - $413K
|
51.3K
$5.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.01K- 5.56% |
$115K - $129K
|
17.1K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-57.8K- 36.49% |
$6.58M - $7.36M
|
101K
$10.9M
|