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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05M+ 3.4% |
$120M - $134M
|
32.1M
$3.48B
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.03% |
$114 - $127
|
2.88K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.66K- 3.73% |
$303K - $339K
|
68.6K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-9.05K- 31.51% |
$1.03M - $1.15M
|
19.7K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.85K+ 3.07% |
$667K - $746K
|
197K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
201K+ 12.43% |
$22.9M - $25.7M
|
1.82M
$198M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.2K+ 22.76% |
$137K - $153K
|
6.48K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.64K- 1.97% |
$301K - $336K
|
131K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
11.8K+ 6.12% |
$1.34M - $1.5M
|
205K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
98K+ 26.04% |
$11.2M - $12.5M
|
474K
$51.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.2K- 12.28% |
$251K - $280K
|
15.7K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.4K+ 6.5% |
$6.42M - $7.18M
|
924K
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
10.4K+ 4.07% |
$1.19M - $1.33M
|
266K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5K+ 14.44% |
$570K - $637K
|
39.6K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.22KNew |
$253K - $283K
|
2.22K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
21.2K+ 103.17% |
$2.41M - $2.7M
|
41.7K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.67K- 2.86% |
$646K - $722K
|
192K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
111+ 1.19% |
$12.6K - $14.1K
|
9.44K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
17.4K+ 366.27% |
$1.98M - $2.21M
|
22.1K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-322- 0.71% |
$36.7K - $41K
|
45.3K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
298+ 0.97% |
$33.9K - $38K
|
31K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-15.8K- 4.04% |
$1.8M - $2.01M
|
374K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.09K+ 2.44% |
$466K - $521K
|
172K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 6.37% |
$117K - $130K
|
17.1K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.32K- 1.03% |
$264K - $296K
|
224K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
565K+ 4.98% |
$64.3M - $71.9M
|
11.9M
$1.29B
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.78K+ 28.56% |
$317K - $355K
|
12.5K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
908K+ 22.96% |
$103M - $116M
|
4.86M
$528M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37.1K+ 41.01% |
$4.23M - $4.72M
|
128K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.43K- 20.08% |
$163K - $182K
|
5.7K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
65+ 0.9% |
$7.4K - $8.28K
|
7.29K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-17.4K- 22.52% |
$1.98M - $2.21M
|
59.8K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
97K+ 3797.06% |
$11.1M - $12.4M
|
99.6K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.92K+ 4.72% |
$788K - $881K
|
153K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.46K+ 7.11% |
$736K - $823K
|
97.4K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-10.8K- 58.01% |
$1.23M - $1.38M
|
7.84K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.17K+ 108.56% |
$247K - $276K
|
4.17K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.14KNew |
$1.04M - $1.16M
|
9.14K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
819K+ 9.61% |
$93.3M - $104M
|
9.34M
$1.01B
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
901+ 1.67% |
$103K - $115K
|
54.9K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.86KNew |
$440K - $492K
|
3.86K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
CALL |
300New |
$34.2K - $38.2K
|
300
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-11- 0.06% |
$1.25K - $1.4K
|
18.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-765- 1.78% |
$87.1K - $97.4K
|
42.2K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.39K+ 4.78% |
$272K - $304K
|
52.4K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.64K+ 1.76% |
$301K - $337K
|
152K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.91K+ 4.76% |
$445K - $498K
|
85.9K
$9.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 1.18% |
$256K - $286K
|
192K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.0% |
$2.96K - $3.31K
|
2.12M
$230M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.2K- 1.55% |
$820K - $917K
|
457K
$49.6M
|