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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32- 8.08% |
$2.95K - $3.45K
|
364
$38.4K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-238- 3.11% |
$22K - $25.6K
|
7.41K
$781K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.3KNew |
$1.78M - $2.08M
|
19.3K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.54KNew |
$511K - $596K
|
5.54K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
371New |
$34.2K - $39.9K
|
371
$39.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
208New |
$19.2K - $22.4K
|
208
$21.9K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.81% |
$1.94K - $2.26K
|
2.61K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.2MNew |
$1.4B - $1.63B
|
15.2M
$1.6B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205+ 31.35% |
$18.9K - $22.1K
|
859
$90.5K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.09% |
$277 - $323
|
3.17K
$334K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-939- 13.73% |
$86.6K - $101K
|
5.9K
$621K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-19.5K- 96.12% |
$1.8M - $2.1M
|
787
$82.9K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-46- 0.79% |
$4.24K - $4.95K
|
5.79K
$610K
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-31.5K- 92.38% |
$2.9M - $3.39M
|
2.59K
$273K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3.02K- 14.8% |
$279K - $326K
|
17.4K
$1.83M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-366- 9.38% |
$33.8K - $39.4K
|
3.54K
$373K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
2.27KNew |
$209K - $244K
|
2.27K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
402+ 2.23% |
$37.1K - $43.3K
|
18.4K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-40- 1.6% |
$3.69K - $4.31K
|
2.47K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17K- 99.54% |
$1.57M - $1.83M
|
78
$8.22K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.57K- 52.97% |
$514K - $600K
|
4.95K
$521K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
93KNew |
$8.58M - $10M
|
93K
$9.8M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4- 0.14% |
$369 - $431
|
2.91K
$306K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
55+ 2.12% |
$5.07K - $5.92K
|
2.65K
$279K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-180- 4.65% |
$16.6K - $19.4K
|
3.69K
$389K
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
87.4K+ 61.28% |
$8.06M - $9.41M
|
230K
$24.2M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
127K+ 71.61% |
$11.7M - $13.7M
|
304K
$32M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-210- 31.58% |
$19.4K - $22.6K
|
455
$47.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
12.2K+ 45.08% |
$1.13M - $1.32M
|
39.3K
$4.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.56K+ 101.71% |
$605K - $706K
|
13K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
67.2KNew |
$6.2M - $7.23M
|
67.2K
$7.08M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
2.32KNew |
$214K - $250K
|
2.32K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-14.4K- 81.31% |
$1.33M - $1.55M
|
3.32K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-790- 26.73% |
$72.9K - $85.1K
|
2.17K
$228K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.05K- 44.31% |
$189K - $220K
|
2.57K
$271K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-71- 1.48% |
$6.55K - $7.65K
|
4.73K
$499K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
26+ 16.99% |
$2.4K - $2.8K
|
179
$18.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-301- 11.27% |
$27.8K - $32.4K
|
2.37K
$250K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
492+ 15.67% |
$45.4K - $53K
|
3.63K
$383K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-95- 1.25% |
$8.77K - $10.2K
|
7.5K
$790K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-160- 4.55% |
$14.8K - $17.2K
|
3.36K
$354K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
761+ 6.84% |
$70.2K - $81.9K
|
11.9K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
412+ 1.74% |
$38K - $44.4K
|
24.1K
$2.54M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-946- 19.39% |
$87.3K - $102K
|
3.93K
$414K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.89KNew |
$174K - $203K
|
1.89K
$199K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.12% |
$277 - $323
|
2.6K
$274K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
116+ 5.06% |
$10.7K - $12.5K
|
2.41K
$254K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-38.5K- 45.12% |
$3.55M - $4.14M
|
46.8K
$4.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
4.23K+ 3.15% |
$390K - $455K
|
139K
$14.6M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.62K- 68.84% |
$519K - $605K
|
2.55K
$268K
|