Connolly Sarah T. Ishares Core S&P Sm Cap ETF Transaction History

Connolly Sarah T.

$1.11 Billion
Q4 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$92.27 - $107.68 $6,274 - $7,322	-68 Reduced 0.57%	11,824 $1.14 Million
Q4 2022 Feb 08, 2023	SELL	$89.09 - $102.13 $19,243 - $22,060	-216 Reduced 1.78%	11,892 $1.13 Million
Q3 2022 Nov 09, 2022	SELL	$87.04 - $106.5 $26,024 - $31,843	-299 Reduced 2.41%	12,108 $1.06 Million
Q2 2022 Aug 11, 2022	SELL	$89.03 - $109.02 $3,116 - $3,815	-35 Reduced 0.28%	12,407 $1.15 Million
Q1 2022 May 13, 2022	SELL	$102.32 - $116.69 $2,558 - $2,917	-25 Reduced 0.2%	12,442 $1.34 Million
Q4 2021 Feb 09, 2022	BUY	$108.26 - $120.32 $806,645 - $896,504	7,451 Added 148.54%	12,467 $1.43 Million
Q3 2021 Oct 26, 2021	SELL	$104.62 - $113.69 $11,822 - $12,846	-113 Reduced 2.2%	5,016 $547,000
Q2 2021 Jul 14, 2021	BUY	$106.38 - $116.3 $49,573 - $54,195	466 Added 9.99%	5,129 $579,000
Q1 2021 Apr 26, 2021	SELL	$91.04 - $115.01 $63,272 - $79,931	-695 Reduced 12.97%	4,663 $506,000
Q4 2020 Feb 10, 2021	BUY	$71.23 - $92.42 $381,650 - $495,186	5,358 New	5,358 $492,000

Others Institutions Holding IJR

# of Institutions

2,476

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$4.12 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.59 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.15 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$2.02 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.88 Billion
0.42% of portfolio

About ISHARES CORE S&P SM CAP ETF

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