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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 1.82% |
$42.2K - $47.3K
|
22.4K
$2.7M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-258- 4.8% |
$27.2K - $30.5K
|
5.11K
$618K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.05K- 1.59% |
$110K - $124K
|
65K
$7.85M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-496- 7.08% |
$52.3K - $58.7K
|
6.51K
$786K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.56K- 28.08% |
$165K - $185K
|
4.01K
$484K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
550+ 1.07% |
$58K - $65.1K
|
51.7K
$6.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-14.2K- 11.91% |
$1.5M - $1.68M
|
105K
$12.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3+ 0.1% |
$317 - $355
|
2.89K
$349K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.26K- 2.78% |
$449K - $504K
|
149K
$18M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.64K+ 2.47% |
$173K - $194K
|
67.7K
$8.18M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-28.3K- 2.43% |
$2.99M - $3.35M
|
1.13M
$137M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 1.6% |
$1.74M - $1.96M
|
1.05M
$127M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.38% |
$2.32K - $2.6K
|
5.75K
$694K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.86KNew |
$197K - $220K
|
1.86K
$225K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.94K- 0.63% |
$205K - $230K
|
307K
$37.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-215- 0.62% |
$22.7K - $25.4K
|
34.3K
$4.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.56KNew |
$270K - $302K
|
2.56K
$309K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-60- 1.91% |
$6.33K - $7.1K
|
3.07K
$371K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 3.33% |
$739 - $828
|
217
$26.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-25.9K- 48.11% |
$2.74M - $3.07M
|
28K
$3.38M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.62K- 7.33% |
$171K - $192K
|
20.5K
$2.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
575+ 1.88% |
$60.7K - $68K
|
31.1K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.38KNew |
$462K - $518K
|
4.38K
$529K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
14K+ 3.85% |
$1.48M - $1.65M
|
377K
$45.6M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-42- 1.0% |
$4.43K - $4.97K
|
4.18K
$504K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.03K- 3.03% |
$425K - $477K
|
129K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-447K- 61.98% |
$47.2M - $52.9M
|
274K
$33.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-126- 3.85% |
$13.3K - $14.9K
|
3.14K
$380K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.42K- 1.71% |
$467K - $523K
|
254K
$30.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-101K- 46.43% |
$10.7M - $11.9M
|
117K
$14.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.5K+ 5.53% |
$1.21M - $1.36M
|
220K
$26.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$633 - $710
|
4.01K
$484K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-344- 0.96% |
$36.3K - $40.7K
|
35.3K
$4.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-220- 1.97% |
$23.2K - $26K
|
11K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-567- 2.5% |
$59.8K - $67.1K
|
22.1K
$2.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-752- 7.59% |
$79.4K - $89K
|
9.16K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.36K+ 17.22% |
$249K - $279K
|
16.1K
$1.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-75- 10.32% |
$7.91K - $8.88K
|
652
$78.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-754- 1.2% |
$79.6K - $89.2K
|
61.9K
$7.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.08K+ 14.67% |
$219K - $246K
|
16.2K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-61.7K- 1.73% |
$6.51M - $7.3M
|
3.51M
$424M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.57K+ 63.01% |
$272K - $305K
|
6.66K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
551K+ 362.8% |
$58.2M - $65.3M
|
703K
$85M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
178K+ 767.81% |
$18.8M - $21.1M
|
201K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.42K+ 0.53% |
$256K - $287K
|
464K
$56M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-86.4K- 51.29% |
$9.12M - $10.2M
|
82K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
28.7KNew |
$3.02M - $3.39M
|
28.7K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
104K+ 46.33% |
$11M - $12.3M
|
329K
$39.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.16KNew |
$650K - $729K
|
6.16K
$744K
|