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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-348- 4.47% |
$39.6K - $44.3K
|
7.44K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
20+ 0.34% |
$2.28K - $2.55K
|
5.98K
$644K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.47K+ 5.63% |
$510K - $570K
|
83.9K
$9.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 13.1% |
$184K - $206K
|
10.7K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.57K+ 3.85% |
$406K - $454K
|
96.2K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-727- 26.33% |
$82.8K - $92.6K
|
2.03K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1- 0.01% |
$114 - $127
|
14.9K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-104- 0.87% |
$11.8K - $13.2K
|
11.8K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.8K+ 21.46% |
$3.62M - $4.05M
|
180K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5+ 0.05% |
$570 - $637
|
10K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
931+ 21.94% |
$106K - $119K
|
5.17K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
793+ 4.77% |
$90.3K - $101K
|
17.4K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
404+ 1.75% |
$46K - $51.5K
|
23.4K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.02K- 2.7% |
$116K - $130K
|
36.7K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.4K+ 1.77% |
$1.98M - $2.22M
|
1M
$108M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-239- 6.15% |
$27.2K - $30.4K
|
3.65K
$393K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.14K+ 3.93% |
$585K - $654K
|
136K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
817+ 1.44% |
$93.1K - $104K
|
57.6K
$6.2M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
954+ 9.01% |
$109K - $122K
|
11.5K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
68KNew |
$7.74M - $8.66M
|
68K
$7.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608New |
$69.3K - $77.4K
|
608
$65.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
92+ 1.44% |
$10.5K - $11.7K
|
6.47K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
6.26K+ 2.42% |
$713K - $797K
|
264K
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.49K+ 18.23% |
$397K - $444K
|
22.6K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32.7K- 48.27% |
$3.72M - $4.16M
|
35K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-460- 16.3% |
$52.4K - $58.6K
|
2.36K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
17.1K+ 3.88% |
$1.94M - $2.17M
|
457K
$49.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.03K+ 10.96% |
$572K - $640K
|
50.9K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-76- 0.63% |
$8.66K - $9.68K
|
12.1K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.77K+ 0.36% |
$201K - $225K
|
495K
$53.3M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
668+ 15.56% |
$76.1K - $85.1K
|
4.96K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
383+ 0.97% |
$43.6K - $48.8K
|
40K
$4.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.35K+ 7.44% |
$837K - $936K
|
106K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.49K- 19.62% |
$169K - $189K
|
6.09K
$656K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.5% |
$1.48K - $1.66K
|
2.63K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11.7K+ 8.12% |
$1.33M - $1.49M
|
156K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
27+ 1.1% |
$3.08K - $3.44K
|
2.49K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
69New |
$7.86K - $8.79K
|
69
$7.43K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.93K+ 303.42% |
$333K - $373K
|
3.89K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
596New |
$67.9K - $75.9K
|
596
$64.2K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$114 - $127
|
3.27K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.49K+ 9.22% |
$853K - $954K
|
88.8K
$9.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-25.2K- 7.22% |
$2.87M - $3.21M
|
324K
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.54K+ 4.9% |
$290K - $324K
|
54.4K
$5.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
8.14K+ 3.54% |
$927K - $1.04M
|
238K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
621+ 9.28% |
$70.7K - $79.1K
|
7.31K
$788K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
45+ 0.72% |
$5.13K - $5.73K
|
6.26K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.23KNew |
$596K - $666K
|
5.23K
$563K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
967New |
$110K - $123K
|
967
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2K+ 55.11% |
$228K - $255K
|
5.64K
$607K
|