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 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
570+ 12.89% |
$64.9K - $72.6K
|
4.99K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 15.37% |
$148K - $165K
|
9.73K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.51K+ 9.95% |
$172K - $192K
|
16.6K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-153- 7.03% |
$17.4K - $19.5K
|
2.02K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-14- 0.48% |
$1.59K - $1.78K
|
2.87K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.95K+ 1.24% |
$336K - $376K
|
242K
$26M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
65+ 1.09% |
$7.4K - $8.28K
|
6.02K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-419- 16.94% |
$47.7K - $53.4K
|
2.05K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-77- 1.35% |
$8.77K - $9.81K
|
5.61K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.87K- 2.66% |
$213K - $238K
|
68.4K
$7.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-10.7K- 26.27% |
$1.22M - $1.37M
|
30.1K
$3.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
302New |
$34.4K - $38.5K
|
302
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
5.52K+ 177.66% |
$629K - $703K
|
8.63K
$929K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
626+ 1.25% |
$71.3K - $79.7K
|
50.8K
$5.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
222New |
$25.3K - $28.3K
|
222
$23.9K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
2K+ 94.12% |
$228K - $255K
|
4.13K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
374+ 0.42% |
$42.6K - $47.6K
|
89.4K
$9.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-407- 1.05% |
$46.4K - $51.8K
|
38.2K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
569+ 13.12% |
$64.8K - $72.5K
|
4.91K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.11KNew |
$354K - $396K
|
3.11K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
50+ 2.02% |
$5.7K - $6.37K
|
2.53K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
275+ 11.25% |
$31.3K - $35K
|
2.72K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
34.3K+ 500.98% |
$3.9M - $4.37M
|
41.1K
$4.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
857+ 3.68% |
$97.6K - $109K
|
24.2K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.5K+ 3.76% |
$1.76M - $1.97M
|
427K
$46M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
392+ 12.42% |
$44.7K - $49.9K
|
3.55K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.6KNew |
$296K - $331K
|
2.6K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-729- 11.2% |
$83K - $92.9K
|
5.78K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-72- 1.14% |
$8.2K - $9.17K
|
6.22K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
16.5KNew |
$1.88M - $2.1M
|
16.5K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
894+ 2.68% |
$102K - $114K
|
34.3K
$3.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9+ 0.17% |
$1.03K - $1.15K
|
5.28K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.13K+ 17.04% |
$471K - $526K
|
28.4K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.39K- 5.56% |
$386K - $431K
|
57.5K
$6.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.7K- 54.63% |
$1.34M - $1.49M
|
9.75K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 2.78% |
$1.82K - $2.04K
|
559
$60.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85+ 1.35% |
$9.68K - $10.8K
|
6.39K
$689K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$228 - $255
|
6.44K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-141- 0.19% |
$16.1K - $18K
|
73.8K
$7.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-158- 1.2% |
$18K - $20.1K
|
13K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.64K- 5.2% |
$301K - $336K
|
48.1K
$5.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-245- 0.94% |
$27.9K - $31.2K
|
25.8K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-10.8K- 16.01% |
$1.23M - $1.37M
|
56.5K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
445+ 4.93% |
$50.7K - $56.7K
|
9.47K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
185+ 5.81% |
$21.1K - $23.6K
|
3.37K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.18% |
$684 - $764
|
3.34K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.21KNew |
$707K - $790K
|
6.21K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-213- 1.13% |
$24.3K - $27.1K
|
18.6K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.5K+ 272.19% |
$1.2M - $1.34M
|
14.4K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
295+ 9.45% |
$33.6K - $37.6K
|
3.42K
$368K
|