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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.69K+ 12.06% |
$600K - $673K
|
52.8K
$6.12M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
392+ 0.63% |
$41.4K - $46.4K
|
62.4K
$7.23M
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
1+ 0.02% |
$106 - $118
|
5.77K
$668K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
14.7K+ 134.11% |
$1.55M - $1.74M
|
25.6K
$2.97M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.11K+ 11.47% |
$645K - $724K
|
59.4K
$6.88M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.1K- 1.45% |
$327K - $367K
|
211K
$24.5M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-388- 16.55% |
$40.9K - $45.9K
|
1.96K
$227K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 0.1% |
$106 - $118
|
1.05K
$121K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.16% |
$106 - $118
|
640
$74.1K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.68K- 5.26% |
$283K - $317K
|
48.3K
$5.59M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.27% |
$633 - $710
|
480
$55.6K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-24.7K- 79.35% |
$2.61M - $2.93M
|
6.43K
$745K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.42K+ 14.25% |
$255K - $286K
|
19.4K
$2.25M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
44+ 0.39% |
$4.64K - $5.21K
|
11.5K
$1.33M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
36.5K+ 8.1% |
$3.85M - $4.32M
|
487K
$56.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.05K- 12.15% |
$111K - $125K
|
7.62K
$883K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-516K- 73.42% |
$54.5M - $61.1M
|
187K
$21.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
390KNew |
$41.2M - $46.2M
|
390K
$45.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
35+ 1.53% |
$3.69K - $4.14K
|
2.32K
$269K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
921+ 6.89% |
$97.2K - $109K
|
14.3K
$1.65M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.49K+ 0.32% |
$262K - $294K
|
789K
$91.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
69.9K+ 114.68% |
$7.38M - $8.27M
|
131K
$15.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-575- 0.52% |
$60.7K - $68K
|
110K
$12.7M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
55.1K+ 2244.97% |
$5.81M - $6.52M
|
57.5K
$6.66M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
126+ 1.29% |
$13.3K - $14.9K
|
9.87K
$1.14M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.65K- 17.36% |
$701K - $787K
|
31.6K
$3.67M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
11.4KNew |
$1.21M - $1.35M
|
11.4K
$1.32M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.3K+ 1508.37% |
$1.08M - $1.22M
|
11K
$1.27M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 1.82% |
$42.2K - $47.3K
|
22.4K
$2.59M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-258- 4.8% |
$27.2K - $30.5K
|
5.11K
$592K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.05K- 1.59% |
$110K - $124K
|
65K
$7.53M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-496- 7.08% |
$52.3K - $58.7K
|
6.51K
$754K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.56K- 28.08% |
$165K - $185K
|
4.01K
$464K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
550+ 1.07% |
$58K - $65.1K
|
51.7K
$5.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.2K- 11.91% |
$1.5M - $1.68M
|
105K
$12.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.1% |
$317 - $355
|
2.89K
$334K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.26K- 2.78% |
$449K - $504K
|
149K
$17.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.64K+ 2.47% |
$173K - $194K
|
67.7K
$7.85M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.3K- 2.43% |
$2.99M - $3.35M
|
1.13M
$131M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 1.6% |
$1.74M - $1.96M
|
1.05M
$122M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.38% |
$2.32K - $2.6K
|
5.75K
$666K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.86KNew |
$197K - $220K
|
1.86K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.94K- 0.63% |
$205K - $230K
|
307K
$35.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-215- 0.62% |
$22.7K - $25.4K
|
34.3K
$3.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.56KNew |
$270K - $302K
|
2.56K
$296K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-60- 1.91% |
$6.33K - $7.1K
|
3.07K
$356K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 3.33% |
$739 - $828
|
217
$25.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9K- 48.11% |
$2.74M - $3.07M
|
28K
$3.24M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.62K- 7.33% |
$171K - $192K
|
20.5K
$2.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
575+ 1.88% |
$60.7K - $68K
|
31.1K
$3.6M
|