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 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
100New |
$8.7K - $10.7K
|
100
$10.5K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
329+ 0.52% |
$28.6K - $35K
|
63.8K
$6.72M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.5K- 3.12% |
$566K - $692K
|
202K
$21.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.21KNew |
$280K - $342K
|
3.21K
$338K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-197- 4.48% |
$17.1K - $21K
|
4.21K
$443K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-4.03K- 60.63% |
$351K - $430K
|
2.62K
$276K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
130New |
$11.3K - $13.8K
|
130
$13.7K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.6KNew |
$1.01M - $1.24M
|
11.6K
$1.22M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 9.26% |
$435 - $533
|
49
$5.16K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.04% |
$87 - $107
|
2.74K
$289K
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
112New |
$9.75K - $11.9K
|
112
$11.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-393- 5.94% |
$34.2K - $41.9K
|
6.22K
$656K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6K+ 866.23% |
$523K - $639K
|
6.7K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.66KNew |
$406K - $497K
|
4.66K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.42K+ 16.39% |
$211K - $258K
|
17.2K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.92KNew |
$167K - $204K
|
1.92K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-11.5K- 70.61% |
$1M - $1.23M
|
4.8K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
755+ 22.93% |
$65.7K - $80.4K
|
4.05K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.06MClosed |
$92M - $113M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
26.8K+ 59.84% |
$2.33M - $2.86M
|
71.7K
$7.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-698K- 90.17% |
$60.8M - $74.4M
|
76.1K
$8.02M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
629K+ 655.76% |
$54.8M - $67M
|
725K
$76.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.36KNew |
$205K - $251K
|
2.36K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.76KNew |
$502K - $614K
|
5.76K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
17.5KNew |
$1.52M - $1.86M
|
17.5K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
12.7K+ 10.5% |
$1.1M - $1.35M
|
133K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.78KNew |
$329K - $403K
|
3.78K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-612- 9.25% |
$53.3K - $65.2K
|
6.01K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 32.25% |
$197K - $241K
|
9.27K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
71.4KNew |
$6.21M - $7.6M
|
71.4K
$7.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.7KNew |
$757K - $926K
|
8.7K
$916K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$1.48K - $1.81K
|
17
$1.79K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$34.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-92- 3.66% |
$8.01K - $9.8K
|
2.43K
$256K
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
99.5KNew |
$8.66M - $10.6M
|
99.5K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.42K+ 10.49% |
$559K - $684K
|
67.6K
$7.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-197- 38.63% |
$17.1K - $21K
|
313
$33K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
221+ 24.5% |
$19.2K - $23.5K
|
1.12K
$118K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
96.7KNew |
$8.41M - $10.3M
|
96.7K
$10.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.38K- 11.27% |
$120K - $147K
|
10.9K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-289K- 95.52% |
$25.1M - $30.7M
|
13.6K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.48KNew |
$216K - $264K
|
2.48K
$261K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$212K - $259K
|
2.44K
$257K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-82.7K- 56.95% |
$7.2M - $8.8M
|
62.5K
$6.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
197+ 3.66% |
$17.1K - $21K
|
5.58K
$588K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
148KNew |
$12.9M - $15.8M
|
148K
$15.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
545+ 4.89% |
$47.4K - $58K
|
11.7K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-294- 3.4% |
$25.6K - $31.3K
|
8.35K
$880K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.97K+ 16.6% |
$258K - $316K
|
20.8K
$2.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.3KNew |
$374K - $458K
|
4.3K
$453K
|