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 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-986- 29.95% |
$101K - $115K
|
2.31K
$256K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$182K - $207K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.19KClosed |
$326K - $372K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2KClosed |
$205K - $233K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.19KClosed |
$429K - $489K
|
0
$0
|
|
Q4 2021 | |||||||
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.4KNew |
$152K - $168K
|
1.4K
$155K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
975New |
$106K - $117K
|
975
$108K
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7Closed |
$758 - $842
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7Closed |
$758 - $842
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-152Closed |
$16.5K - $18.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-78Closed |
$8.44K - $9.38K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-424Closed |
$45.9K - $51K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
38.4KNew |
$4.16M - $4.62M
|
38.4K
$4.26M
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$650K - $722K
|
6K
$666K
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
18New |
$1.95K - $2.17K
|
18
$2K
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.33KNew |
$252K - $280K
|
2.33K
$259K
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-191KClosed |
$20.7M - $23M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$487K - $541K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-134Closed |
$14.5K - $16.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-49.6KClosed |
$5.37M - $5.96M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$212K - $235K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-13Closed |
$1.41K - $1.56K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-220Closed |
$23.8K - $26.5K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.81KNew |
$629K - $699K
|
5.81K
$644K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-221Closed |
$23.9K - $26.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
47.2KNew |
$5.11M - $5.68M
|
47.2K
$5.24M
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-16.7KClosed |
$1.81M - $2.01M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-610Closed |
$66K - $73.4K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.48KNew |
$377K - $419K
|
3.48K
$386K
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-231Closed |
$25K - $27.8K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-64Closed |
$6.93K - $7.7K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-82Closed |
$8.88K - $9.87K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-126Closed |
$13.6K - $15.2K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-10.3K- 33.23% |
$1.12M - $1.24M
|
20.7K
$2.3M
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
5KNew |
$541K - $602K
|
5K
$555K
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-32Closed |
$3.46K - $3.85K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$231K - $256K
|
0
$0
|
|
Q3 2021 | |||||||
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-41- 1.62% |
$4.29K - $4.66K
|
2.49K
$276K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-576Closed |
$60.3K - $65.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-1.87KClosed |
$196K - $213K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-51.5KClosed |
$5.39M - $5.86M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-2.04KClosed |
$213K - $232K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.72KNew |
$494K - $537K
|
4.72K
$524K
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-2.23KClosed |
$233K - $254K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.95KClosed |
$204K - $221K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Context Capital Management, LLC
|
SELL
|
- |
-334Closed |
$34.9K - $38K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-117- 3.33% |
$12.2K - $13.3K
|
3.39K
$376K
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-6.15KClosed |
$643K - $699K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-10Closed |
$1.05K - $1.14K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-2.7KClosed |
$282K - $307K
|
0
$0
|