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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.08K- 77.13% |
$927K - $1.01M
|
2.69K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.94K - $2.11K
|
5.06K
$545K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 40.01% |
$123K - $133K
|
4.2K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.41K- 42.81% |
$246K - $267K
|
3.22K
$347K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.34KNew |
$137K - $148K
|
1.34K
$144K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
27+ 0.4% |
$2.76K - $2.99K
|
6.7K
$721K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
148New |
$15.1K - $16.4K
|
148
$15.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-183- 39.87% |
$18.7K - $20.3K
|
276
$29.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
3.23KNew |
$330K - $358K
|
3.23K
$348K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-116- 1.44% |
$11.8K - $12.9K
|
7.95K
$856K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-233- 6.4% |
$23.8K - $25.8K
|
3.41K
$367K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
27+ 51.92% |
$2.76K - $2.99K
|
79
$8.51K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
251+ 1.43% |
$25.6K - $27.8K
|
17.9K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-45- 18.6% |
$4.6K - $4.99K
|
197
$21.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
99.1KNew |
$10.1M - $11M
|
99.1K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
314+ 30.05% |
$32.1K - $34.8K
|
1.36K
$146K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-959- 33.33% |
$97.9K - $106K
|
1.92K
$207K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6+ 14.29% |
$613 - $665
|
48
$5.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-415- 3.47% |
$42.4K - $46K
|
11.6K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-12- 0.18% |
$1.23K - $1.33K
|
6.8K
$733K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
214+ 5.78% |
$21.9K - $23.7K
|
3.92K
$422K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
166+ 3.81% |
$17K - $18.4K
|
4.52K
$487K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-474- 4.15% |
$48.4K - $52.6K
|
10.9K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25- 0.15% |
$2.55K - $2.77K
|
17K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
274+ 1.1% |
$28K - $30.4K
|
25.2K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-242- 2.01% |
$24.7K - $26.8K
|
11.8K
$1.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
45+ 2.17% |
$4.6K - $4.99K
|
2.12K
$228K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-3- 0.16% |
$306 - $333
|
1.82K
$196K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.91KNew |
$706K - $766K
|
6.91K
$744K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.21% |
$4.6K - $4.99K
|
1.11K
$120K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 3.56% |
$4.7K - $5.1K
|
1.34K
$144K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
105+ 4.91% |
$10.7K - $11.6K
|
2.25K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
905+ 690.84% |
$92.4K - $100K
|
1.04K
$112K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 0.61% |
$8.68K - $9.42K
|
14.1K
$1.52M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
2.81KNew |
$287K - $312K
|
2.81K
$303K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
169+ 14.59% |
$17.3K - $18.7K
|
1.33K
$143K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
19.5K+ 13.31% |
$2M - $2.16M
|
166K
$17.9M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$5.35M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
49.7KNew |
$5.09M - $5.49M
|
49.7K
$5.35M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
117+ 5.57% |
$12K - $12.9K
|
2.22K
$239K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 25.82% |
$166K - $179K
|
7.9K
$851K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$1.25M - $1.35M
|
0
$0
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
140New |
$14.3K - $15.5K
|
140
$15.1K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
164New |
$16.8K - $18.1K
|
164
$17.7K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.61K- 20.22% |
$267K - $289K
|
10.3K
$1.11M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 1.02% |
$1.94K - $2.1K
|
1.85K
$199K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-83- 29.86% |
$8.5K - $9.17K
|
195
$21K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.23KNew |
$228K - $246K
|
2.23K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.61KNew |
$165K - $178K
|
1.61K
$173K
|
|