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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
PUT |
-44- 47.31% |
$3.92K - $4.8K
|
49
$5.44K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
117KNew |
$10.4M - $12.7M
|
117K
$12.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-2.49KClosed |
$222K - $272K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-50.5KClosed |
$4.49M - $5.5M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-271Closed |
$24.1K - $29.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.6K- 75.2% |
$1.21M - $1.48M
|
4.48K
$497K
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
413+ 0.85% |
$36.8K - $45K
|
49K
$5.44M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-814Closed |
$72.5K - $88.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.3KClosed |
$205K - $251K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-437- 0.52% |
$38.9K - $47.6K
|
84.3K
$9.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-44.4KClosed |
$3.96M - $4.84M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-84- 1.51% |
$7.48K - $9.16K
|
5.49K
$609K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
140+ 264.15% |
$12.5K - $15.3K
|
193
$21.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-417K- 58.01% |
$37.2M - $45.5M
|
302K
$33.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-9.84K- 2.86% |
$876K - $1.07M
|
335K
$37.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-142KClosed |
$12.6M - $15.4M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.27KNew |
$113K - $138K
|
1.27K
$141K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$445 - $545
|
2.78K
$309K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-16.5KClosed |
$1.47M - $1.8M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
683New |
$60.8K - $74.5K
|
683
$75.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-7.53KClosed |
$670K - $820K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
9+ 0.06% |
$801 - $981
|
14.5K
$1.61M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.02KClosed |
$179K - $220K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-2.78KClosed |
$248K - $304K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-20- 0.9% |
$1.78K - $2.18K
|
2.2K
$245K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
9+ 1.61% |
$801 - $981
|
567
$62.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$221K - $270K
|
2.48K
$275K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-151KClosed |
$13.4M - $16.4M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-860- 20.25% |
$76.6K - $93.8K
|
3.39K
$376K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-20.6KClosed |
$1.83M - $2.24M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-30Closed |
$2.67K - $3.27K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.58KNew |
$586K - $717K
|
6.58K
$730K
|
|
|
Jul 15, 2022
Q2 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-2.04KClosed |
$181K - $222K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-920- 4.28% |
$81.9K - $100K
|
20.6K
$2.28M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4.58KClosed |
$408K - $499K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
9KNew |
$801K - $981K
|
9K
$999K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-144- 0.22% |
$12.8K - $15.7K
|
65.8K
$7.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
SELL
|
- |
-5.18KClosed |
$462K - $565K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 17.95% |
$153K - $188K
|
7.87K
$873K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.2KClosed |
$285K - $349K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-31.7KClosed |
$2.82M - $3.45M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
181K+ 4.99% |
$16.1M - $19.7M
|
3.8M
$422M
|
|
| Q1 2022 | |||||||
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-3.01KClosed |
$308K - $351K
|
0
$0
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-51Closed |
$5.22K - $5.95K
|
0
$0
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.34KClosed |
$546K - $623K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-342Closed |
$35K - $39.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.5KClosed |
$154K - $175K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-28.2KClosed |
$2.89M - $3.29M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-25.8KClosed |
$2.64M - $3.02M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-8.31KClosed |
$850K - $970K
|
0
$0
|
|