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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-42.8K- 99.52% |
$4.37M - $4.75M
|
205
$22.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.03% |
$102 - $111
|
3.26K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
713+ 78.78% |
$72.8K - $79.1K
|
1.62K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
495New |
$50.6K - $54.9K
|
495
$54.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
187New |
$19.1K - $20.7K
|
187
$20.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-331K- 4.36% |
$33.8M - $36.7M
|
7.24M
$804M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 14.66% |
$247K - $269K
|
14.1K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 1.91% |
$5.11K - $5.54K
|
2.66K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-8.09K- 80.52% |
$826K - $897K
|
1.96K
$217K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.7K- 2.54% |
$173K - $188K
|
65.3K
$7.24M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
55+ 177.42% |
$5.62K - $6.1K
|
86
$9.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-141- 9.27% |
$14.4K - $15.6K
|
1.38K
$153K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-61- 1.03% |
$6.23K - $6.76K
|
5.88K
$652K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 11.21% |
$1.23K - $1.33K
|
95
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-123- 23.93% |
$12.6K - $13.6K
|
391
$43.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.67KNew |
$579K - $629K
|
5.67K
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
669+ 0.86% |
$68.3K - $74.2K
|
78.1K
$8.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2.3K- 30.58% |
$234K - $254K
|
5.21K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.65KNew |
$883K - $959K
|
8.65K
$960K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
831New |
$84.9K - $92.1K
|
831
$92.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.72K+ 5.89% |
$176K - $191K
|
31K
$3.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.82KNew |
$287K - $312K
|
2.82K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.5K- 95.02% |
$3.93M - $4.27M
|
2.02K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-26- 0.69% |
$2.66K - $2.88K
|
3.76K
$417K
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4.27K- 59.9% |
$436K - $473K
|
2.86K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2- 0.11% |
$204 - $222
|
1.88K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.53KNew |
$156K - $170K
|
1.53K
$170K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9New |
$919 - $998
|
9
$999
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-195- 0.04% |
$19.9K - $21.6K
|
479K
$53.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 42.16% |
$184K - $199K
|
2.47K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.7K- 48.46% |
$378K - $410K
|
3.93K
$437K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
8+ 4.08% |
$817 - $887
|
204
$22.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$1.02K - $1.11K
|
4.81K
$534K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-90- 2.94% |
$9.19K - $9.98K
|
2.97K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
20.1K+ 42.91% |
$2.05M - $2.23M
|
66.9K
$7.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
13K+ 73.36% |
$1.33M - $1.44M
|
30.8K
$3.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$715 - $776
|
7
$777
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
826New |
$84.4K - $91.6K
|
826
$91.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.97K- 97.61% |
$405K - $440K
|
97
$10.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
513New |
$52.4K - $56.9K
|
513
$56.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
2.96KNew |
$302K - $328K
|
2.96K
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
23+ 7.3% |
$2.35K - $2.55K
|
338
$37.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.08K- 77.13% |
$927K - $1.01M
|
2.69K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.94K - $2.11K
|
5.06K
$562K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 40.01% |
$123K - $133K
|
4.2K
$466K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.41K- 42.81% |
$246K - $267K
|
3.22K
$357K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.34KNew |
$137K - $148K
|
1.34K
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$308K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-183- 39.87% |
$18.7K - $20.3K
|
276
$30.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
3.23KNew |
$330K - $358K
|
3.23K
$358K
|