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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-9.04KClosed |
$444K - $773K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$118K - $206K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-55.1KClosed |
$2.71M - $4.71M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
New Capital Management LP
|
SELL
|
- |
-987Closed |
$48.5K - $84.4K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.57KClosed |
$175K - $305K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-41.9KClosed |
$2.06M - $3.58M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-6.57KClosed |
$323K - $562K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.52KClosed |
$173K - $301K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 06, 2021
Q4 2019
|
Schroders Is LTD
|
SELL
|
- |
-81.9KClosed |
$6.15M - $6.89M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-7Closed |
$525 - $589
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.85KClosed |
$439K - $492K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-8.39KClosed |
$630K - $706K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-18.2KClosed |
$1.37M - $1.53M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.78KClosed |
$434K - $487K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-655Closed |
$49.2K - $55.1K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.15KClosed |
$86.3K - $96.8K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Astor Investment Management LLC
|
SELL
|
- |
-154Closed |
$11.6K - $13K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-900Closed |
$67.5K - $75.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Homestead Advisers Corp
|
SELL
|
- |
-110KClosed |
$8.1M - $8.87M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-76.2KClosed |
$5.61M - $6.15M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.94KClosed |
$216K - $237K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.56KClosed |
$262K - $287K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-780Closed |
$57.4K - $62.9K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-26KClosed |
$1.91M - $2.1M
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.88KClosed |
$138K - $152K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-202Closed |
$14.9K - $16.3K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-147KClosed |
$10.8M - $11.9M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1KClosed |
$73.2K - $81.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.89KClosed |
$358K - $398K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.3KClosed |
$95.1K - $106K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Holistic Financial Partners
|
SELL
|
- |
-5.87KClosed |
$430K - $478K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
21.6KNew |
$1.58M - $1.76M
|
21.6K
$2.7M
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.4KClosed |
$102K - $114K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.23KClosed |
$602K - $670K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-880Closed |
$64.4K - $71.6K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2.7KClosed |
$198K - $220K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.19KClosed |
$87.2K - $97K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Mc Cutchen Group LLC
|
SELL
|
- |
-6.41KClosed |
$469K - $521K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-800Closed |
$58.5K - $65.1K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-92.3KClosed |
$6.76M - $7.51M
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
121KNew |
$8.28M - $9.83M
|
121K
$15.1M
|
|
|
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-150Closed |
$10.3K - $12.2K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-4.34KClosed |
$297K - $353K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.38KClosed |
$94.3K - $112K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-16.2KClosed |
$1.11M - $1.32M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Searcy Financial Services Inc
|
SELL
|
- |
-4.67KClosed |
$319K - $379K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-2.07KClosed |
$141K - $168K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-25.8KClosed |
$1.76M - $2.09M
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.89KClosed |
$197K - $235K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-24.8KClosed |
$1.7M - $2.01M
|
0
$0
|
|