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
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 72.57% |
$1.42M - $1.59M
|
5.09K
$564K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.82KNew |
$614K - $689K
|
5.82K
$646K
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
150KNew |
$15.8M - $17.8M
|
150K
$16.6M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-768- 6.0% |
$81K - $90.9K
|
12K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8New |
$844 - $947
|
8
$888
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-35.8K- 63.46% |
$3.78M - $4.23M
|
20.6K
$2.29M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
130+ 5.19% |
$13.7K - $15.4K
|
2.63K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.03KNew |
$320K - $359K
|
3.03K
$336K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$42.9K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-250- 69.25% |
$26.4K - $29.6K
|
111
$12.3K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-252- 11.18% |
$26.6K - $29.8K
|
2K
$222K
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
32.7KNew |
$3.45M - $3.86M
|
32.7K
$3.62M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-296- 3.8% |
$31.2K - $35K
|
7.5K
$832K
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.78KNew |
$927K - $1.04M
|
8.78K
$975K
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
829New |
$87.5K - $98.1K
|
829
$92K
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3+ 0.82% |
$317 - $355
|
369
$40.9K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.54K
|
9.62K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.17KNew |
$334K - $375K
|
3.17K
$352K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
116+ 1.61% |
$12.2K - $13.7K
|
7.31K
$811K
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
250KNew |
$26.4M - $29.6M
|
250K
$27.7M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.01KNew |
$212K - $238K
|
2.01K
$223K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-300- 1.79% |
$31.7K - $35.5K
|
16.5K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-389- 5.57% |
$41.1K - $46K
|
6.6K
$732K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
67New |
$7.07K - $7.93K
|
67
$7.43K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
330+ 16.53% |
$34.8K - $39.1K
|
2.33K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
16.3K+ 3.73% |
$1.72M - $1.93M
|
453K
$50.2M
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-13- 16.25% |
$1.37K - $1.54K
|
67
$7.43K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-57- 1.58% |
$6.02K - $6.75K
|
3.55K
$394K
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.36K+ 87.46% |
$565K - $634K
|
11.5K
$1.27M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$9.02M - $10.1M
|
85.5K
$9.49M
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1+ 0.0% |
$106 - $118
|
20.7K
$2.3M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-253- 8.28% |
$26.7K - $29.9K
|
2.8K
$311K
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-20.7K- 89.96% |
$2.18M - $2.44M
|
2.3K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-236- 8.81% |
$24.9K - $27.9K
|
2.44K
$271K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
354+ 13.11% |
$37.4K - $41.9K
|
3.06K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123- 6.33% |
$13K - $14.6K
|
1.82K
$202K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.92K- 9.22% |
$202K - $227K
|
18.9K
$2.1M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.81KNew |
$191K - $214K
|
1.81K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.03% |
$3.06K - $3.43K
|
92.6K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 46.71% |
$170K - $190K
|
1.84K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
232+ 3.42% |
$24.5K - $27.5K
|
7.02K
$778K
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-115- 5.6% |
$12.1K - $13.6K
|
1.94K
$215K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-69- 1.4% |
$7.28K - $8.17K
|
4.87K
$540K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
50+ 0.14% |
$5.28K - $5.92K
|
34.8K
$3.86M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17K- 87.3% |
$1.8M - $2.02M
|
2.48K
$275K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.09KNew |
$115K - $129K
|
1.09K
$121K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.09K+ 6.58% |
$115K - $129K
|
17.6K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.93KNew |
$204K - $228K
|
1.93K
$214K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.47K+ 2.99% |
$156K - $174K
|
50.8K
$5.63M
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4+ 0.5% |
$422 - $473
|
799
$88.7K
|