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 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.98K+ 1.96% |
$453K - $506K
|
206K
$22.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.1K+ 21.43% |
$1.15M - $1.29M
|
57.3K
$6.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.01% |
$570 - $637
|
38.9K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-614- 11.62% |
$69.9K - $78.2K
|
4.67K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-41- 0.73% |
$4.67K - $5.22K
|
5.58K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.35% |
$1.37K - $1.53K
|
3.4K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-226- 0.51% |
$25.7K - $28.8K
|
44.5K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12.7K+ 7.42% |
$1.44M - $1.61M
|
183K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-986- 1.79% |
$112K - $126K
|
54.2K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.77KNew |
$201K - $225K
|
1.77K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-397- 0.96% |
$45.2K - $50.6K
|
41.2K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.73K+ 64.15% |
$767K - $857K
|
17.2K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.7K+ 15.33% |
$1.22M - $1.36M
|
80.3K
$8.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.19% |
$570 - $637
|
2.62K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.02K- 15.02% |
$116K - $130K
|
5.78K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.14% |
$684 - $764
|
4.21K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
29+ 0.99% |
$3.3K - $3.69K
|
2.97K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
319+ 4.8% |
$36.3K - $40.6K
|
6.97K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 18.79% |
$423K - $473K
|
16K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 10.89% |
$2.11M - $2.36M
|
188K
$20.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.55K+ 33.15% |
$290K - $324K
|
10.2K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.19K+ 4.04% |
$705K - $788K
|
159K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 9.34% |
$117K - $131K
|
12K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 7.04% |
$122K - $136K
|
14.1K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
349+ 13.29% |
$39.8K - $44.5K
|
2.98K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.83K- 50.49% |
$551K - $616K
|
4.74K
$511K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.75K+ 0.82% |
$313K - $350K
|
338K
$36.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 6.46% |
$47K - $52.6K
|
5.98K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 0.97% |
$41K - $45.9K
|
37.7K
$4.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
34.7KNew |
$3.96M - $4.42M
|
34.7K
$3.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
32.3KNew |
$3.68M - $4.12M
|
32.3K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.89K+ 1.61% |
$215K - $240K
|
119K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-8- 0.12% |
$911 - $1.02K
|
6.8K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-86- 0.87% |
$9.8K - $11K
|
9.78K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
9.36KNew |
$1.07M - $1.19M
|
9.36K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-164- 4.41% |
$18.7K - $20.9K
|
3.56K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.24K+ 3.54% |
$255K - $285K
|
65.4K
$7.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.4K+ 165.86% |
$2.09M - $2.34M
|
29.5K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
109K+ 15441.95% |
$12.5M - $13.9M
|
110K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
6.92K+ 15.56% |
$789K - $882K
|
51.4K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
625+ 2.0% |
$71.2K - $79.6K
|
31.8K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.4K- 46.07% |
$1.64M - $1.83M
|
16.8K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23New |
$2.62K - $2.93K
|
23
$2.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.2% |
$684 - $764
|
3.02K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-7.19K- 6.89% |
$819K - $916K
|
97.2K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-94- 0.23% |
$10.7K - $12K
|
41.5K
$4.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 15.22% |
$3.99K - $4.46K
|
265
$28.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-43- 1.92% |
$4.9K - $5.48K
|
2.2K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-575- 0.56% |
$65.5K - $73.2K
|
102K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.8K- 14.44% |
$3.17M - $3.54M
|
165K
$17.8M
|