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 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.64K+ 1.64% |
$301K - $336K
|
164K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.25K+ 2.78% |
$711K - $795K
|
231K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
559+ 19.15% |
$63.7K - $71.2K
|
3.48K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
491+ 2.68% |
$55.9K - $62.5K
|
18.8K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-553- 15.34% |
$63K - $70.4K
|
3.05K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.2KNew |
$1.39M - $1.55M
|
12.2K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.33K- 4.71% |
$379K - $424K
|
67.4K
$7.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.85K+ 8.36% |
$439K - $490K
|
49.9K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
16.4K+ 3.3% |
$1.87M - $2.09M
|
514K
$55.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-66- 0.26% |
$7.52K - $8.41K
|
25K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-55.7K- 5.03% |
$6.35M - $7.1M
|
1.05M
$113M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.16K+ 168.21% |
$133K - $148K
|
1.86K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.17K- 4.52% |
$133K - $149K
|
24.6K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.01K- 3.28% |
$115K - $128K
|
29.8K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-400- 2.06% |
$45.6K - $51K
|
19K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
327+ 8.52% |
$37.3K - $41.7K
|
4.17K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-196- 1.67% |
$22.3K - $25K
|
11.6K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
190+ 6.16% |
$21.6K - $24.2K
|
3.27K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
6.51KNew |
$741K - $829K
|
6.51K
$701K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
919+ 1.03% |
$105K - $117K
|
90.3K
$9.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
216+ 9.11% |
$24.6K - $27.5K
|
2.59K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
55+ 1.58% |
$6.27K - $7.01K
|
3.53K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.81K+ 3.94% |
$434K - $485K
|
100K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
14+ 0.78% |
$1.59K - $1.78K
|
1.82K
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.33K- 5.73% |
$265K - $296K
|
38.3K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.88K- 5.91% |
$784K - $877K
|
109K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.42K+ 19.55% |
$389K - $435K
|
20.9K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-615- 2.99% |
$70.1K - $78.3K
|
19.9K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-97- 1.19% |
$11.1K - $12.4K
|
8.08K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
157+ 5.35% |
$17.9K - $20K
|
3.09K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.24KNew |
$1.05M - $1.18M
|
9.24K
$995K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
519+ 20.2% |
$59.1K - $66.1K
|
3.09K
$333K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-170- 16.39% |
$19.4K - $21.7K
|
867
$93.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
344+ 3.06% |
$39.2K - $43.8K
|
11.6K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-59- 1.28% |
$6.72K - $7.52K
|
4.57K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
29+ 1.04% |
$3.3K - $3.69K
|
2.82K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
400+ 7.34% |
$45.6K - $51K
|
5.85K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 6.03% |
$163K - $182K
|
25.1K
$2.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-172- 2.2% |
$19.6K - $21.9K
|
7.65K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-153- 4.92% |
$17.4K - $19.5K
|
2.96K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
38.3K+ 50.41% |
$4.36M - $4.88M
|
114K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
135New |
$15.4K - $17.2K
|
135
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-25- 1.05% |
$2.85K - $3.18K
|
2.36K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.2K+ 2.56% |
$365K - $408K
|
128K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
14.8KNew |
$1.69M - $1.89M
|
14.8K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-337- 5.17% |
$38.4K - $42.9K
|
6.18K
$666K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.95K+ 43.34% |
$1.02M - $1.14M
|
29.6K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.23K- 55.68% |
$254K - $284K
|
1.77K
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
2.47K+ 5.07% |
$282K - $315K
|
51.3K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
477KNew |
$54.4M - $60.8M
|
477K
$51.4M
|