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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-19- 0.57% |
$2.01K - $2.25K
|
3.29K
$366K
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-274- 4.4% |
$28.9K - $32.4K
|
5.95K
$660K
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$70.8K
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.72KNew |
$181K - $203K
|
1.72K
$190K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$475K - $533K
|
4.5K
$499K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
138+ 0.94% |
$14.6K - $16.3K
|
14.8K
$1.65M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.31M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-36- 3.07% |
$3.8K - $4.26K
|
1.14K
$126K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.03KNew |
$214K - $240K
|
2.03K
$225K
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
23+ 1.14% |
$2.43K - $2.72K
|
2.04K
$227K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-129- 3.09% |
$13.6K - $15.3K
|
4.05K
$449K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-240- 0.21% |
$25.3K - $28.4K
|
113K
$12.5M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.17K- 13.84% |
$123K - $138K
|
7.27K
$806K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-414- 9.58% |
$43.7K - $49K
|
3.91K
$434K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
19New |
$2.01K - $2.25K
|
19
$2.11K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$192K
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$204K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-706- 25.83% |
$74.5K - $83.5K
|
2.03K
$225K
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$230K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.52K+ 3.42% |
$160K - $180K
|
45.9K
$5.09M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 1.56% |
$1.16K - $1.3K
|
693
$76.9K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
647New |
$68.3K - $76.6K
|
647
$71.8K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 45.68% |
$180K - $202K
|
5.43K
$603K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.29K+ 3.17% |
$347K - $389K
|
107K
$11.9M
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$203K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$191K - $215K
|
1.81K
$201K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-373- 3.22% |
$39.4K - $44.1K
|
11.2K
$1.24M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.05% |
$1.9K - $2.13K
|
1.73K
$192K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-82- 0.54% |
$8.65K - $9.7K
|
15.2K
$1.69M
|
|
Q2 2024 | |||||||
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-330- 12.03% |
$33.7K - $36.6K
|
2.41K
$268K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.15K- 5.04% |
$526K - $571K
|
97K
$10.8M
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.3KClosed |
$2.18M - $2.36M
|
0
$0
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.49KClosed |
$254K - $276K
|
0
$0
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-105KClosed |
$10.8M - $11.7M
|
0
$0
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.22KClosed |
$226K - $246K
|
0
$0
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
472New |
$48.2K - $52.3K
|
472
$52.4K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$347K - $377K
|
3.4K
$377K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.7K- 2.94% |
$1.4M - $1.52M
|
453K
$50.2M
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.2KNew |
$225K - $244K
|
2.2K
$244K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.8K- 89.83% |
$1.71M - $1.86M
|
1.9K
$211K
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
280New |
$28.6K - $31K
|
280
$31.1K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$51.1K - $55.4K
|
23.9K
$2.65M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.86K+ 4.03% |
$598K - $649K
|
151K
$16.8M
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$3.66K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 6.23% |
$541K - $587K
|
79.7K
$8.85M
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.06M- 91.62% |
$211M - $229M
|
189K
$20.9M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
73.6K+ 37.67% |
$7.51M - $8.16M
|
269K
$29.8M
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
32KNew |
$3.27M - $3.55M
|
32K
$3.55M
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
241New |
$24.6K - $26.7K
|
241
$26.7K
|