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 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-517- 0.44% |
$58.9K - $65.9K
|
116K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.51% |
$1.14K - $1.27K
|
1.99K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.02K- 4.13% |
$116K - $129K
|
23.6K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41K- 5.41% |
$389K - $435K
|
59.7K
$6.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
10.4K+ 2.17% |
$1.18M - $1.32M
|
488K
$52.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-59K- 32.33% |
$6.72M - $7.52M
|
124K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
193+ 1.77% |
$22K - $24.6K
|
11.1K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-11- 0.28% |
$1.25K - $1.4K
|
3.94K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
120K+ 5.84% |
$13.7M - $15.3M
|
2.18M
$234M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-277- 1.6% |
$31.6K - $35.3K
|
17K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.51K- 1.1% |
$172K - $193K
|
136K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400+ 784.31% |
$45.6K - $51K
|
451
$48.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
660+ 0.3% |
$75.2K - $84.1K
|
217K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.4K- 2.98% |
$273K - $305K
|
78.1K
$8.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 3.73% |
$1.59K - $1.78K
|
389
$41.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-50.8K- 46.4% |
$5.78M - $6.47M
|
58.6K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-749- 4.07% |
$85.3K - $95.4K
|
17.7K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 1.81% |
$118K - $131K
|
57.9K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
379+ 11.61% |
$43.2K - $48.3K
|
3.64K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.78K+ 3026.09% |
$317K - $355K
|
2.88K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.39KNew |
$272K - $305K
|
2.39K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-24- 0.07% |
$2.73K - $3.06K
|
32K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-4.38K- 5.02% |
$499K - $558K
|
82.7K
$8.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 1.0% |
$7.06K - $7.9K
|
6.24K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
265+ 7.56% |
$30.2K - $33.8K
|
3.77K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.14K- 5.86% |
$814K - $910K
|
115K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-20K- 9.6% |
$2.28M - $2.55M
|
188K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
2.75K+ 2.08% |
$314K - $351K
|
135K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
33K+ 68.14% |
$3.75M - $4.2M
|
81.3K
$8.76M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
283+ 1.82% |
$32.2K - $36K
|
15.8K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
686+ 5.53% |
$78.1K - $87.4K
|
13.1K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.25K+ 12.15% |
$142K - $159K
|
11.5K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.06K+ 1.12% |
$235K - $263K
|
187K
$20.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 1.25% |
$387K - $433K
|
275K
$29.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-188- 2.5% |
$21.4K - $23.9K
|
7.32K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Fort Henry Capital, LLC
|
SELL
|
- |
-7.34K- 4.36% |
$836K - $935K
|
161K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.18K- 3.24% |
$135K - $151K
|
35.2K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.61KNew |
$297K - $333K
|
2.61K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-27.2K- 89.26% |
$3.09M - $3.46M
|
3.27K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
496+ 2.55% |
$56.5K - $63.2K
|
19.9K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
685+ 4.06% |
$78K - $87.3K
|
17.5K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.1K- 1.67% |
$239K - $267K
|
124K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$389K - $436K
|
3.42K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.32K+ 25.71% |
$265K - $296K
|
11.4K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-79- 3.35% |
$9K - $10.1K
|
2.28K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.79KNew |
$204K - $228K
|
1.79K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.09K- 6.34% |
$125K - $139K
|
16.2K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
195+ 1.72% |
$22.2K - $24.8K
|
11.5K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
62+ 0.58% |
$7.06K - $7.9K
|
10.8K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
11+ 0.6% |
$1.25K - $1.4K
|
1.84K
$199K
|