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 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-596- 2.52% |
$51.9K - $63.5K
|
23K
$2.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-200- 6.77% |
$17.4K - $21.3K
|
2.76K
$290K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
454+ 504.44% |
$39.5K - $48.4K
|
544
$57.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
44.1K+ 13.39% |
$3.84M - $4.69M
|
373K
$39.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$362K - $443K
|
4.16K
$438K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
28.2K+ 49.39% |
$2.45M - $3M
|
85.2K
$8.97M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
19KNew |
$1.65M - $2.02M
|
19K
$2M
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.3KNew |
$200K - $245K
|
2.3K
$242K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-284- 6.3% |
$24.7K - $30.2K
|
4.22K
$445K
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-428- 10.79% |
$37.3K - $45.6K
|
3.54K
$373K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-82- 5.16% |
$7.14K - $8.73K
|
1.51K
$159K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
600New |
$52.2K - $63.9K
|
600
$63.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-91- 11.99% |
$7.92K - $9.69K
|
668
$70.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
8.96K+ 7.91% |
$780K - $954K
|
122K
$12.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-74- 9.11% |
$6.44K - $7.88K
|
738
$77.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
161+ 1.05% |
$14K - $17.1K
|
15.5K
$1.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-58.5K- 94.62% |
$5.09M - $6.23M
|
3.33K
$351K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.43KNew |
$211K - $258K
|
2.43K
$256K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-328K- 97.89% |
$28.5M - $34.9M
|
7.07K
$744K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
27+ 29.35% |
$2.35K - $2.88K
|
119
$12.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.54KNew |
$308K - $377K
|
3.54K
$373K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.22KNew |
$802K - $982K
|
9.22K
$971K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3New |
$261 - $320
|
3
$316
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
855+ 3.29% |
$74.4K - $91.1K
|
26.8K
$2.82M
|
|
| Q2 2022 | |||||||
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9.9KClosed |
$881K - $1.08M
|
0
$0
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.19K- 59.32% |
$284K - $347K
|
2.19K
$230K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
349+ 7.35% |
$31.1K - $38K
|
5.1K
$537K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-310Closed |
$27.6K - $33.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.89KClosed |
$169K - $206K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
196+ 0.44% |
$17.4K - $21.4K
|
44.5K
$4.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-357- 1.02% |
$31.8K - $38.9K
|
34.7K
$3.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-683Closed |
$60.8K - $74.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.32KClosed |
$385K - $471K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-65.7KClosed |
$5.85M - $7.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
65New |
$5.79K - $7.09K
|
65
$6.85K
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-4KClosed |
$356K - $436K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-109- 7.79% |
$9.7K - $11.9K
|
1.29K
$136K
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
4.42KNew |
$393K - $482K
|
4.42K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
265+ 0.61% |
$23.6K - $28.9K
|
43.8K
$4.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.67KClosed |
$238K - $291K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-90.4KClosed |
$8.05M - $9.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
24+ 0.1% |
$2.14K - $2.62K
|
24K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-384- 8.57% |
$34.2K - $41.9K
|
4.1K
$432K
|
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-355KClosed |
$31.6M - $38.7M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.15KNew |
$192K - $235K
|
2.15K
$227K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
223New |
$19.9K - $24.3K
|
223
$23.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-41.1KClosed |
$3.66M - $4.48M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.23KClosed |
$554K - $679K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-38.8KClosed |
$3.45M - $4.23M
|
0
$0
|
|