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 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-356- 0.81% |
$40.6K - $45.3K
|
43.7K
$4.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.34K- 1.52% |
$266K - $298K
|
151K
$16.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-56- 10.14% |
$6.38K - $7.13K
|
496
$53.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
101+ 0.37% |
$11.5K - $12.9K
|
27.4K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-15.1K- 2.95% |
$1.72M - $1.92M
|
496K
$53.8M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.5K+ 27.8% |
$1.43M - $1.59M
|
57.6K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
132+ 0.98% |
$15K - $16.8K
|
13.6K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.18KNew |
$818K - $915K
|
7.18K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 6.72% |
$189K - $211K
|
26.3K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-9.94K- 5.98% |
$1.13M - $1.27M
|
156K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
321+ 4.16% |
$36.6K - $40.9K
|
8.04K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
99+ 0.68% |
$11.3K - $12.6K
|
14.6K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.39KNew |
$158K - $177K
|
1.39K
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.22K- 6.74% |
$367K - $410K
|
44.6K
$4.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
776+ 9.5% |
$88.4K - $98.8K
|
8.94K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-4.56K- 31.92% |
$520K - $581K
|
9.73K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.47KNew |
$281K - $314K
|
2.47K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.55K- 19.63% |
$177K - $198K
|
6.36K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-73- 2.6% |
$8.32K - $9.3K
|
2.73K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-614- 13.69% |
$69.9K - $78.2K
|
3.87K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
80+ 4.02% |
$9.11K - $10.2K
|
2.07K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.66K+ 22.43% |
$189K - $212K
|
9.08K
$986K
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
46.8KNew |
$5.33M - $5.96M
|
46.8K
$5.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$1.13M - $1.26M
|
9.91K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.26K+ 1.28% |
$258K - $288K
|
179K
$19.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-304- 0.3% |
$34.6K - $38.7K
|
101K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 0.34% |
$76.2K - $85.2K
|
200K
$21.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
204+ 5.76% |
$23.2K - $26K
|
3.74K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.37% |
$8.54K - $9.55K
|
20.4K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.98K+ 4.02% |
$225K - $252K
|
51.2K
$5.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
576+ 1.62% |
$65.6K - $73.4K
|
36.1K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.8KNew |
$205K - $229K
|
1.8K
$195K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
14.9KNew |
$1.7M - $1.9M
|
14.9K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.27K+ 2.09% |
$373K - $417K
|
160K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-75- 11.72% |
$8.54K - $9.55K
|
565
$61.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.25K- 0.38% |
$257K - $287K
|
595K
$64.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-940- 0.97% |
$107K - $120K
|
95.6K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.99K- 1.57% |
$341K - $381K
|
187K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 4.38% |
$746K - $834K
|
143K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-115- 1.92% |
$13.1K - $14.6K
|
5.88K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-29- 0.24% |
$3.3K - $3.69K
|
11.8K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.71K+ 88.95% |
$537K - $600K
|
10K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
129K+ 7.29% |
$14.6M - $16.4M
|
1.89M
$205M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-443- 0.79% |
$50.5K - $56.4K
|
55.9K
$6.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-194- 6.76% |
$22.1K - $24.7K
|
2.67K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
61+ 1.11% |
$6.95K - $7.77K
|
5.58K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4+ 0.1% |
$456 - $510
|
4.04K
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.26K+ 172.05% |
$143K - $160K
|
1.99K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
175New |
$19.9K - $22.3K
|
175
$19K
|