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
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.47K+ 4.71% |
$577K - $647K
|
122K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
240+ 0.29% |
$25.3K - $28.4K
|
82.5K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 316.14% |
$12.8M - $14.3M
|
160K
$19.9M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
25.2KNew |
$2.66M - $2.98M
|
25.2K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.44K+ 28.43% |
$257K - $289K
|
11K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.57% |
$106 - $118
|
176
$22K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-409- 47.84% |
$43.2K - $48.4K
|
446
$55.7K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.04% |
$844 - $947
|
21K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$19.2K
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
13.3K+ 23.15% |
$1.41M - $1.58M
|
70.9K
$8.86M
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.04K+ 11.15% |
$427K - $478K
|
40.3K
$5.04M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-153- 3.45% |
$16.1K - $18.1K
|
4.29K
$535K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-132- 2.92% |
$13.9K - $15.6K
|
4.39K
$548K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.28K+ 66.19% |
$241K - $270K
|
5.73K
$716K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.5K+ 47.52% |
$369K - $414K
|
10.9K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
355+ 5.84% |
$37.5K - $42K
|
6.43K
$803K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 17.89% |
$10.6K - $11.8K
|
659
$82.3K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
94+ 0.33% |
$9.92K - $11.1K
|
28.7K
$3.59M
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25.9K+ 0.69% |
$2.73M - $3.06M
|
3.79M
$473M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.2K- 0.24% |
$1.29M - $1.45M
|
4.99M
$624M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
209+ 1.74% |
$22.1K - $24.7K
|
12.2K
$1.53M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$48.3K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-250- 69.25% |
$26.4K - $29.6K
|
111
$13.9K
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-8.22K- 10.34% |
$867K - $972K
|
71.3K
$8.9M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
26.1K+ 7575.94% |
$2.76M - $3.09M
|
26.5K
$3.31M
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.75K- 0.77% |
$184K - $207K
|
226K
$28.2M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-249- 5.68% |
$26.3K - $29.5K
|
4.13K
$516K
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-586- 0.94% |
$61.8K - $69.3K
|
61.5K
$7.68M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
365K+ 426.75% |
$38.6M - $43.2M
|
451K
$56.3M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.63K+ 2.53% |
$278K - $311K
|
106K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.05KNew |
$322K - $361K
|
3.05K
$381K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-832- 1.69% |
$87.8K - $98.5K
|
48.4K
$6.04M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-252- 11.18% |
$26.6K - $29.8K
|
2K
$250K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
69+ 1.85% |
$7.28K - $8.17K
|
3.81K
$475K
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-61- 1.71% |
$6.44K - $7.22K
|
3.51K
$438K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 3.45% |
$533K - $598K
|
151K
$18.9M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.49K- 2.13% |
$579K - $650K
|
252K
$31.4M
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.91K- 41.28% |
$518K - $581K
|
6.98K
$872K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-75- 1.7% |
$7.91K - $8.88K
|
4.34K
$542K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101K- 5.4% |
$10.7M - $12M
|
1.78M
$222M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
463+ 0.71% |
$48.9K - $54.8K
|
65.5K
$8.18M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.01K- 4.23% |
$635K - $712K
|
136K
$17M
|
|
Nov 13, 2024
Q3 2024
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-1.42K- 5.5% |
$150K - $168K
|
24.4K
$3.05M
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
15+ 0.42% |
$1.58K - $1.78K
|
3.58K
$447K
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.92KNew |
$625K - $701K
|
5.92K
$740K
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
845+ 5.38% |
$89.2K - $100K
|
16.5K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
101K+ 64.08% |
$10.7M - $12M
|
259K
$32.4M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
91+ 0.99% |
$9.6K - $10.8K
|
9.33K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
32.7KNew |
$3.45M - $3.86M
|
32.7K
$4.08M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
536+ 0.26% |
$56.6K - $63.4K
|
203K
$25.4M
|