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, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
71.4KNew |
$6.21M - $7.6M
|
71.4K
$7.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$1.48K - $1.81K
|
17
$1.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$36.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-92- 3.66% |
$8.01K - $9.8K
|
2.43K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
99.5KNew |
$8.66M - $10.6M
|
99.5K
$11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.42K+ 10.49% |
$559K - $684K
|
67.6K
$7.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-197- 38.63% |
$17.1K - $21K
|
313
$34.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
221+ 24.5% |
$19.2K - $23.5K
|
1.12K
$125K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
96.7KNew |
$8.41M - $10.3M
|
96.7K
$10.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.38K- 11.27% |
$120K - $147K
|
10.9K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-289K- 95.52% |
$25.1M - $30.7M
|
13.6K
$1.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.48KNew |
$216K - $264K
|
2.48K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$212K - $259K
|
2.44K
$270K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-82.7K- 56.95% |
$7.2M - $8.8M
|
62.5K
$6.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
197+ 3.66% |
$17.1K - $21K
|
5.58K
$619K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
148KNew |
$12.9M - $15.8M
|
148K
$16.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
545+ 4.89% |
$47.4K - $58K
|
11.7K
$1.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-294- 3.4% |
$25.6K - $31.3K
|
8.35K
$927K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.97K+ 16.6% |
$258K - $316K
|
20.8K
$2.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.3KNew |
$374K - $458K
|
4.3K
$477K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-596- 2.52% |
$51.9K - $63.5K
|
23K
$2.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-200- 6.77% |
$17.4K - $21.3K
|
2.76K
$306K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
454+ 504.44% |
$39.5K - $48.4K
|
544
$60.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
44.1K+ 13.39% |
$3.84M - $4.69M
|
373K
$41.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$362K - $443K
|
4.16K
$461K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
28.2K+ 49.39% |
$2.45M - $3M
|
85.2K
$9.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
19KNew |
$1.65M - $2.02M
|
19K
$2.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.3KNew |
$200K - $245K
|
2.3K
$255K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-284- 6.3% |
$24.7K - $30.2K
|
4.22K
$468K
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-428- 10.79% |
$37.3K - $45.6K
|
3.54K
$392K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-82- 5.16% |
$7.14K - $8.73K
|
1.51K
$167K
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
600New |
$52.2K - $63.9K
|
600
$66.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-91- 11.99% |
$7.92K - $9.69K
|
668
$74.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
8.96K+ 7.91% |
$780K - $954K
|
122K
$13.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-74- 9.11% |
$6.44K - $7.88K
|
738
$81.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
161+ 1.05% |
$14K - $17.1K
|
15.5K
$1.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-58.5K- 94.62% |
$5.09M - $6.23M
|
3.33K
$369K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
2.43KNew |
$211K - $258K
|
2.43K
$269K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-328K- 97.89% |
$28.5M - $34.9M
|
7.07K
$784K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
27+ 29.35% |
$2.35K - $2.88K
|
119
$13.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.54KNew |
$308K - $377K
|
3.54K
$393K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.22KNew |
$802K - $982K
|
9.22K
$1.02M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3New |
$261 - $320
|
3
$333
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
855+ 3.29% |
$74.4K - $91.1K
|
26.8K
$2.97M
|
|
| Q2 2022 | |||||||
|
May 19, 2025
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
31K+ 144.23% |
$2.76M - $3.38M
|
52.5K
$5.83M
|
|
|
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
$243K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
349+ 7.35% |
$31.1K - $38K
|
5.1K
$565K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-310Closed |
$27.6K - $33.8K
|
0
$0
|
|