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 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.2K- 27.27% |
$1.16M - $1.3M
|
27.1K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-322- 2.13% |
$36.7K - $41K
|
14.8K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
996+ 0.6% |
$113K - $127K
|
166K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-11- 7.14% |
$1.25K - $1.4K
|
143
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.01K+ 21.72% |
$115K - $128K
|
5.64K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.79K+ 0.81% |
$204K - $228K
|
223K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26.7K- 44.1% |
$3.05M - $3.41M
|
33.9K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 2.4% |
$1.46M - $1.63M
|
545K
$58.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.46K+ 4.07% |
$736K - $822K
|
165K
$17.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.4K+ 65.2% |
$1.76M - $1.97M
|
39.1K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5.28K- 26.83% |
$601K - $672K
|
14.4K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
151+ 0.13% |
$17.2K - $19.2K
|
114K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
206+ 3.95% |
$23.5K - $26.2K
|
5.42K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8K- 6.87% |
$911K - $1.02M
|
109K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
289+ 0.62% |
$32.9K - $36.8K
|
46.6K
$5.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
161K+ 1383.62% |
$18.3M - $20.4M
|
172K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.93K+ 65.44% |
$333K - $373K
|
7.4K
$797K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-406- 2.7% |
$46.3K - $51.7K
|
14.6K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-78- 1.91% |
$8.89K - $9.94K
|
4.01K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-807- 2.48% |
$91.9K - $103K
|
31.8K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
7.65KNew |
$871K - $974K
|
7.65K
$824K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.58K- 3.1% |
$407K - $456K
|
112K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-57.7K- 37.58% |
$6.58M - $7.35M
|
95.9K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.62K+ 2.39% |
$185K - $207K
|
69.5K
$7.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
40.1K+ 111.48% |
$4.57M - $5.1M
|
76K
$8.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.03K- 5.62% |
$117K - $131K
|
17.3K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
16+ 0.64% |
$1.82K - $2.04K
|
2.53K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.12% |
$228 - $255
|
1.63K
$175K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-136- 3.77% |
$15.5K - $17.3K
|
3.47K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.38KNew |
$271K - $303K
|
2.38K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20.5K+ 24.83% |
$2.34M - $2.61M
|
103K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
14.7K+ 191.42% |
$1.67M - $1.87M
|
22.4K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 2.93% |
$326K - $364K
|
94.6K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
80.3K+ 245.87% |
$9.15M - $10.2M
|
113K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.41K- 1.78% |
$160K - $179K
|
77.7K
$8.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
27.7K+ 12.53% |
$3.16M - $3.53M
|
249K
$26.8M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10.6KNew |
$1.2M - $1.35M
|
10.6K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 3.03% |
$311K - $347K
|
87.3K
$9.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-66- 1.22% |
$7.52K - $8.41K
|
5.33K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
217+ 3.14% |
$24.7K - $27.6K
|
7.13K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.13K+ 1.23% |
$242K - $271K
|
176K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
26.6KNew |
$3.03M - $3.38M
|
26.6K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
135+ 2.44% |
$15.4K - $17.2K
|
5.66K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
23.2K+ 2.66% |
$2.64M - $2.95M
|
895K
$96.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 1.73% |
$159K - $178K
|
79.5K
$8.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.2K- 14.19% |
$1.61M - $1.8M
|
85.6K
$9.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.01K- 2.82% |
$115K - $129K
|
34.8K
$3.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
973+ 1.5% |
$111K - $124K
|
66K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
51.5K+ 75.2% |
$5.86M - $6.56M
|
120K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
887+ 8.63% |
$101K - $113K
|
11.2K
$1.2M
|