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 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
78.4K+ 4.79% |
$8.93M - $9.99M
|
1.71M
$186M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
252K+ 16.99% |
$28.7M - $32.1M
|
1.73M
$188M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18KNew |
$2.06M - $2.3M
|
18K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.88K+ 1.06% |
$784K - $876K
|
654K
$71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-125- 5.32% |
$14.2K - $15.9K
|
2.23K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 2.41% |
$457K - $511K
|
170K
$18.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-414- 1.61% |
$47.2K - $52.7K
|
25.2K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
74+ 3.06% |
$8.43K - $9.43K
|
2.49K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.9KNew |
$2.26M - $2.53M
|
19.9K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.6K+ 105.22% |
$2.23M - $2.49M
|
38.2K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 0.22% |
$2.28K - $2.55K
|
8.95K
$972K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
108+ 0.63% |
$12.3K - $13.8K
|
17.2K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
22.7KNew |
$2.58M - $2.89M
|
22.7K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.45K- 34.65% |
$621K - $694K
|
10.3K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
122+ 5.24% |
$13.9K - $15.5K
|
2.45K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.53K- 3.51% |
$174K - $195K
|
42K
$4.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
867+ 19.0% |
$98.8K - $110K
|
5.43K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.87KNew |
$212K - $238K
|
1.87K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$1.22M - $1.36M
|
10.7K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
908+ 13.62% |
$103K - $116K
|
7.57K
$822K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-390- 2.48% |
$44.4K - $49.7K
|
15.3K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 4.52% |
$405K - $453K
|
82.2K
$8.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.91K- 16.37% |
$446K - $498K
|
20K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.19K+ 1.1% |
$135K - $151K
|
109K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-247- 3.64% |
$28.1K - $31.5K
|
6.54K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27.7K+ 7.81% |
$3.15M - $3.52M
|
382K
$41.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-42- 11.97% |
$4.78K - $5.35K
|
309
$33.6K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
318+ 15.88% |
$36.2K - $40.5K
|
2.32K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
34.7KNew |
$3.95M - $4.41M
|
34.7K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
223K+ 11.02% |
$25.4M - $28.4M
|
2.25M
$244M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.27K- 54.58% |
$144K - $162K
|
1.06K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-230K- 100.0% |
$26.2M - $29.4M
|
11
$1.19K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-32- 0.42% |
$3.65K - $4.08K
|
7.59K
$824K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
100+ 3.92% |
$11.4K - $12.7K
|
2.65K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.72KNew |
$424K - $474K
|
3.72K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$57K - $63.7K
|
500
$54.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.16KNew |
$360K - $403K
|
3.16K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
7.4K+ 6.9% |
$842K - $942K
|
115K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-528- 0.4% |
$60.1K - $67.3K
|
130K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.01K+ 92.33% |
$457K - $511K
|
8.35K
$907K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5.02K+ 2.9% |
$572K - $640K
|
178K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.47K+ 4.77% |
$168K - $188K
|
32.3K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.67K+ 1.62% |
$304K - $340K
|
167K
$18.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.26K+ 7.36% |
$144K - $160K
|
18.4K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20KNew |
$2.28M - $2.55M
|
20K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.66K- 4.7% |
$531K - $593K
|
94.4K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.47K+ 35.86% |
$168K - $188K
|
5.59K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
44.3K+ 343.94% |
$5.05M - $5.65M
|
57.2K
$6.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.68K+ 5.84% |
$875K - $979K
|
139K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.86K+ 7.4% |
$440K - $492K
|
56.1K
$6.09M
|