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 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-300- 5.54% |
$31.7K - $35.5K
|
5.12K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36.2K+ 7.4% |
$3.82M - $4.28M
|
525K
$63.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
125+ 0.93% |
$13.2K - $14.8K
|
13.6K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 0.22% |
$422 - $473
|
1.86K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.65K+ 87.25% |
$174K - $195K
|
3.54K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8- 0.36% |
$844 - $947
|
2.22K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
9.6K+ 65.75% |
$1.01M - $1.14M
|
24.2K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
524+ 2.51% |
$55.3K - $62K
|
21.4K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-296- 3.8% |
$31.2K - $35K
|
7.5K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.78KNew |
$927K - $1.04M
|
8.78K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
37+ 1.51% |
$3.9K - $4.38K
|
2.48K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
677+ 5641.67% |
$71.4K - $80.1K
|
689
$83.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
829New |
$87.5K - $98.1K
|
829
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
23.6K+ 13.92% |
$2.49M - $2.79M
|
193K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-202K- 38.3% |
$21.3M - $23.9M
|
325K
$39.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
101K+ 6.08% |
$10.7M - $12M
|
1.76M
$213M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
9+ 0.23% |
$950 - $1.07K
|
3.89K
$469K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
13.9K+ 10.49% |
$1.47M - $1.65M
|
147K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.61K+ 9.49% |
$381K - $428K
|
41.7K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
448+ 12.23% |
$47.3K - $53K
|
4.11K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 4.32% |
$139K - $156K
|
31.8K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
532+ 25.0% |
$56.1K - $63K
|
2.66K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-85- 2.65% |
$8.97K - $10.1K
|
3.13K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-51- 1.95% |
$5.38K - $6.04K
|
2.57K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
247+ 5.74% |
$26.1K - $29.2K
|
4.55K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.29K+ 6.32% |
$453K - $508K
|
72.2K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.2K+ 3.51% |
$1.71M - $1.92M
|
479K
$57.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-125- 3.56% |
$13.2K - $14.8K
|
3.38K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.66K- 1.72% |
$176K - $197K
|
95.2K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 1.54% |
$1.94M - $2.17M
|
1.17M
$141M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 1.95% |
$132K - $149K
|
65.6K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-76.9K- 23.82% |
$8.11M - $9.1M
|
246K
$29.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3+ 0.82% |
$317 - $355
|
369
$44.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-11.9K- 10.44% |
$1.26M - $1.41M
|
102K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
75.2K+ 275.92% |
$7.94M - $8.9M
|
102K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-179- 1.17% |
$18.9K - $21.2K
|
15.1K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5.81K+ 17.18% |
$613K - $687K
|
39.6K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215K+ 1.35% |
$22.7M - $25.4M
|
16.1M
$1.95B
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.54K
|
9.62K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
2.48K+ 7.56% |
$262K - $293K
|
35.2K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.43K- 1.42% |
$151K - $169K
|
98.7K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
365+ 5.74% |
$38.5K - $43.2K
|
6.72K
$812K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-514- 2.42% |
$54.2K - $60.8K
|
20.7K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.38K+ 3.7% |
$357K - $400K
|
94.9K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-51.6K- 11.68% |
$5.45M - $6.11M
|
390K
$47.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.53K+ 2.18% |
$373K - $418K
|
165K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4.24K- 0.76% |
$448K - $502K
|
555K
$67M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29- 0.41% |
$3.06K - $3.43K
|
7.13K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.3K+ 6.4% |
$982K - $1.1M
|
155K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-321K- 21.57% |
$33.8M - $37.9M
|
1.17M
$141M
|