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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.91KNew |
$167K - $210K
|
1.91K
$206K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
239New |
$20.9K - $26.3K
|
239
$25.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-130- 31.71% |
$11.4K - $14.3K
|
280
$30.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-256- 8.82% |
$22.4K - $28.2K
|
2.65K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
307New |
$26.9K - $33.8K
|
307
$33.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
9.13KNew |
$800K - $1.01M
|
9.13K
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-450- 9.67% |
$39.4K - $49.5K
|
4.2K
$453K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.94K- 31.43% |
$170K - $214K
|
4.24K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
515+ 15.56% |
$45.1K - $56.7K
|
3.82K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 28.6% |
$221K - $278K
|
6.3K
$678K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.16K+ 59.23% |
$189K - $237K
|
5.8K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
57+ 1.9% |
$4.99K - $6.28K
|
3.06K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-270- 5.15% |
$23.7K - $29.7K
|
4.97K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
780New |
$68.3K - $85.9K
|
780
$84K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
417+ 1544.44% |
$36.5K - $45.9K
|
444
$47.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-25.2K- 5.31% |
$2.21M - $2.77M
|
449K
$48.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-270- 10.74% |
$23.7K - $29.7K
|
2.24K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-259- 2.65% |
$22.7K - $28.5K
|
9.5K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
2.4KNew |
$210K - $264K
|
2.4K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
474New |
$41.5K - $52.2K
|
474
$51.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
168+ 294.74% |
$14.7K - $18.5K
|
225
$24.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-8- 0.21% |
$701 - $881
|
3.8K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 39.79% |
$162K - $203K
|
2.79K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-707- 0.35% |
$61.9K - $77.8K
|
202K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.36K+ 26.22% |
$295K - $370K
|
16.2K
$1.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
63New |
$5.52K - $6.94K
|
63
$6.79K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.9KNew |
$166K - $209K
|
1.9K
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 64.65% |
$326K - $410K
|
9.49K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-137- 6.05% |
$12K - $15.1K
|
2.13K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.42K- 18.95% |
$212K - $267K
|
10.4K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
337New |
$29.5K - $37.1K
|
337
$36.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-434- 10.77% |
$38K - $47.8K
|
3.6K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
275+ 2.66% |
$24.1K - $30.3K
|
10.6K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.99KNew |
$174K - $219K
|
1.99K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.01KNew |
$176K - $222K
|
2.01K
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
749+ 33.98% |
$65.6K - $82.5K
|
2.95K
$318K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
7+ 0.27% |
$613 - $771
|
2.58K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55+ 3.2% |
$4.82K - $6.06K
|
1.78K
$191K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18KNew |
$1.58M - $1.98M
|
18K
$1.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
210+ 1.83% |
$18.4K - $23.1K
|
11.7K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2.3K+ 13.99% |
$201K - $253K
|
18.7K
$2.02M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.44K- 9.92% |
$126K - $159K
|
13.1K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.9K- 34.87% |
$1.48M - $1.86M
|
31.5K
$3.4M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-21- 21.0% |
$1.84K - $2.31K
|
79
$8.51K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 66.67% |
$13.1K - $16.5K
|
75
$8.08K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 0.54% |
$876 - $1.1K
|
1.84K
$198K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
42+ 1.68% |
$3.68K - $4.62K
|
2.55K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.93KNew |
$169K - $212K
|
1.93K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-79.6K- 98.88% |
$6.97M - $8.76M
|
904
$97.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
2.51KNew |
$219K - $276K
|
2.51K
$270K
|