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 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
368+ 4.78% |
$41.9K - $46.9K
|
8.06K
$868K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-69- 0.37% |
$7.86K - $8.79K
|
18.8K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$797 - $892
|
5.88K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-242- 2.7% |
$27.6K - $30.8K
|
8.72K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
601+ 9.34% |
$68.5K - $76.6K
|
7.04K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
281+ 12.92% |
$32K - $35.8K
|
2.46K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
877+ 6.43% |
$99.9K - $112K
|
14.5K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 0.66% |
$4.78K - $5.35K
|
6.45K
$695K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
259+ 0.8% |
$29.5K - $33K
|
32.7K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11+ 0.11% |
$1.25K - $1.4K
|
9.67K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
143+ 0.55% |
$16.3K - $18.2K
|
26K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-641- 97.27% |
$73K - $81.7K
|
18
$1.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-448- 1.25% |
$51K - $57.1K
|
35.5K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-660- 17.26% |
$75.2K - $84.1K
|
3.16K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.92K+ 61.25% |
$219K - $245K
|
5.07K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
443+ 4.4% |
$50.5K - $56.4K
|
10.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
268+ 3.13% |
$30.5K - $34.1K
|
8.82K
$950K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2.45K- 50.09% |
$279K - $312K
|
2.44K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
302+ 1.63% |
$34.4K - $38.5K
|
18.8K
$2.02M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.01% |
$114 - $127
|
12.4K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.4K+ 3.96% |
$5.4M - $6.04M
|
1.24M
$134M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.9K+ 2.36% |
$330K - $370K
|
126K
$13.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.19K+ 6.28% |
$135K - $151K
|
20.1K
$2.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
545+ 13.74% |
$62.1K - $69.4K
|
4.51K
$486K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 6.27% |
$18.6K - $20.8K
|
2.44K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
75+ 1.52% |
$8.54K - $9.55K
|
5.02K
$541K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-305- 2.41% |
$34.7K - $38.9K
|
12.3K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6.83K+ 1.96% |
$778K - $869K
|
356K
$38.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.6K+ 3.17% |
$182K - $203K
|
52K
$5.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 6.45% |
$1.4M - $1.56M
|
202K
$21.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
503+ 25.55% |
$57.3K - $64.1K
|
2.47K
$266K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.53M- 99.23% |
$175M - $195M
|
11.9K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-15- 0.42% |
$1.71K - $1.91K
|
3.52K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
947+ 8.03% |
$108K - $121K
|
12.7K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 1.68% |
$283K - $316K
|
150K
$16.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-173- 7.68% |
$19.7K - $22K
|
2.08K
$224K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
5.38KNew |
$613K - $685K
|
5.38K
$580K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
16+ 0.05% |
$1.82K - $2.04K
|
33.9K
$3.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.64K- 2.06% |
$186K - $208K
|
77.8K
$8.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
11.5K+ 16.78% |
$1.31M - $1.47M
|
80.3K
$8.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.77K- 1.98% |
$315K - $352K
|
137K
$14.8M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-9.32K- 14.2% |
$1.06M - $1.19M
|
56.3K
$6.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-550- 8.17% |
$62.7K - $70.1K
|
6.18K
$666K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-363- 7.92% |
$41.4K - $46.2K
|
4.22K
$454K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
4.27K+ 2.14% |
$486K - $543K
|
203K
$21.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7.33K+ 20.0% |
$834K - $933K
|
43.9K
$4.73M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.58K+ 2.26% |
$179K - $201K
|
71.3K
$7.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9.22K+ 1.92% |
$1.05M - $1.17M
|
490K
$52.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
88+ 2.42% |
$10K - $11.2K
|
3.73K
$401K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-369- 0.51% |
$42K - $47K
|
72.2K
$7.77M
|