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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.88K- 71.67% |
$1.01M - $1.13M
|
3.51K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.29K+ 6.66% |
$147K - $164K
|
20.7K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
115+ 0.51% |
$13.1K - $14.6K
|
22.7K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
662+ 8.36% |
$75.4K - $84.3K
|
8.58K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.94K+ 27.01% |
$563K - $630K
|
23.2K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.15K+ 49.22% |
$244K - $273K
|
6.5K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
705New |
$80.3K - $89.8K
|
705
$76.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.39K- 59.66% |
$956K - $1.07M
|
5.68K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
8.85KNew |
$1.01M - $1.13M
|
8.85K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
327KNew |
$37.2M - $41.6M
|
327K
$35.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.57K+ 1.32% |
$179K - $200K
|
121K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
19KNew |
$2.16M - $2.42M
|
19K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.88KNew |
$214K - $239K
|
1.88K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.36K+ 1.97% |
$952K - $1.06M
|
433K
$47M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
740+ 21.66% |
$84.3K - $94.3K
|
4.16K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.16K- 4.7% |
$246K - $275K
|
43.8K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-470- 6.95% |
$53.5K - $59.9K
|
6.3K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.82K+ 75.17% |
$207K - $231K
|
4.23K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-79- 1.49% |
$9K - $10.1K
|
5.22K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82K+ 15.79% |
$9.34M - $10.4M
|
601K
$65.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6K+ 5.18% |
$683K - $764K
|
122K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 1.51% |
$65.8K - $73.6K
|
37.8K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
200K+ 51.55% |
$22.8M - $25.5M
|
588K
$63.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11.7K+ 3.55% |
$1.33M - $1.49M
|
342K
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
332+ 18.16% |
$37.8K - $42.3K
|
2.16K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.32K- 6.54% |
$150K - $168K
|
18.8K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
650+ 6.91% |
$74K - $82.8K
|
10.1K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.51K+ 5.11% |
$286K - $320K
|
51.7K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-12K- 11.75% |
$1.37M - $1.53M
|
90.2K
$9.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 1.08% |
$1.38M - $1.54M
|
1.11M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
13.2KNew |
$1.51M - $1.69M
|
13.2K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.69KNew |
$420K - $470K
|
3.69K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 22.12% |
$137K - $153K
|
4.23K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74K+ 7.03% |
$8.42M - $9.42M
|
1.13M
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.09K+ 26.12% |
$466K - $521K
|
19.7K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.45K+ 15.24% |
$621K - $694K
|
41.2K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.7K+ 3.54% |
$7.02M - $7.86M
|
1.8M
$196M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
980+ 0.92% |
$112K - $125K
|
107K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 8.84% |
$137K - $153K
|
12.4K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.3K+ 4.45% |
$7.56M - $8.45M
|
1.56M
$169M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-505- 3.24% |
$57.5K - $64.3K
|
15.1K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
101K+ 3.84% |
$11.6M - $12.9M
|
2.74M
$298M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
133K+ 767.9% |
$15.1M - $16.9M
|
150K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
471+ 4.28% |
$53.7K - $60K
|
11.5K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14- 0.46% |
$1.59K - $1.78K
|
3.04K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
729+ 10.3% |
$83K - $92.9K
|
7.81K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.14K- 2.25% |
$244K - $273K
|
93K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-161- 4.53% |
$18.3K - $20.5K
|
3.4K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.11K+ 28.39% |
$354K - $396K
|
14.1K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.7KNew |
$1.68M - $1.87M
|
14.7K
$1.6M
|