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 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 1.6% |
$1.41M - $1.58M
|
846K
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 11.32% |
$2.01M - $2.26M
|
149K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.26K- 3.46% |
$239K - $268K
|
63.1K
$7.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-57- 0.05% |
$6.02K - $6.75K
|
117K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
161+ 0.66% |
$17K - $19.1K
|
24.7K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10.6K+ 26.45% |
$1.12M - $1.26M
|
50.8K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
388+ 3.87% |
$40.9K - $45.9K
|
10.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-331- 1.45% |
$34.9K - $39.2K
|
22.4K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 3.37% |
$2.02M - $2.26M
|
586K
$70.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-520- 0.55% |
$54.9K - $61.5K
|
94.3K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.09K- 9.8% |
$326K - $366K
|
28.5K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.6K+ 77.15% |
$1.12M - $1.26M
|
24.4K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 8.21% |
$1.58M - $1.78M
|
168K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-388- 2.48% |
$40.9K - $45.9K
|
15.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 0.71% |
$2.24M - $2.52M
|
3.01M
$363M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
5+ 0.05% |
$528 - $592
|
9.75K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.55K+ 20.71% |
$586K - $657K
|
32.3K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-462- 8.59% |
$48.8K - $54.7K
|
4.92K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$2.86M - $3.2M
|
27.1K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
105+ 0.45% |
$11.1K - $12.4K
|
23.7K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64.2K+ 14.1% |
$6.77M - $7.59M
|
519K
$62.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 6.14% |
$142K - $159K
|
20.5K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.21K- 10.67% |
$972K - $1.09M
|
77.1K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.03K+ 5.23% |
$109K - $122K
|
20.8K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.22K- 2.83% |
$128K - $144K
|
41.8K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.3% |
$422 - $473
|
1.32K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.25KNew |
$343K - $385K
|
3.25K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-16.7K- 99.07% |
$1.76M - $1.98M
|
157
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.8K+ 85.17% |
$190K - $213K
|
3.92K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.45K- 5.16% |
$787K - $882K
|
137K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.02K+ 120.64% |
$424K - $476K
|
7.36K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.8K+ 3.56% |
$2.09M - $2.34M
|
577K
$69.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.04K- 11.02% |
$110K - $123K
|
8.41K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.6K+ 15876.53% |
$1.64M - $1.84M
|
15.7K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-23- 23.47% |
$2.43K - $2.72K
|
75
$9.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.05% |
$3.8K - $4.26K
|
71.9K
$8.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
42+ 1.02% |
$4.43K - $4.97K
|
4.15K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 72.57% |
$1.42M - $1.59M
|
5.09K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
133+ 1.4% |
$14K - $15.7K
|
9.67K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
23+ 0.07% |
$2.43K - $2.72K
|
34.9K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-191K- 3.4% |
$20.1M - $22.6M
|
5.42M
$655M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.58K- 2.37% |
$272K - $305K
|
106K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.35K+ 1.8% |
$143K - $160K
|
76.7K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.77K+ 4.71% |
$398K - $447K
|
84K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.9K+ 1.84% |
$2.84M - $3.19M
|
1.49M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
85.7K+ 26.07% |
$9.04M - $10.1M
|
414K
$50M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 64.83% |
$285K - $319K
|
6.86K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
164+ 5.68% |
$17.3K - $19.4K
|
3.05K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-192- 1.23% |
$20.3K - $22.7K
|
15.4K
$1.86M
|