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 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
919New |
$96.1K - $104K
|
919
$102K
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-888Closed |
$92.9K - $101K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-15.5KClosed |
$1.63M - $1.77M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
2.4KNew |
$251K - $273K
|
2.4K
$266K
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.81KClosed |
$189K - $206K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2KClosed |
$209K - $228K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.47KClosed |
$677K - $736K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.87KClosed |
$301K - $327K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.01KClosed |
$210K - $228K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.5KClosed |
$1.73M - $1.88M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.56KClosed |
$372K - $404K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.21KClosed |
$231K - $251K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-2.65KClosed |
$277K - $302K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
249KNew |
$26M - $28.3M
|
249K
$27.6M
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-2.08KClosed |
$217K - $236K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-1.01KClosed |
$106K - $115K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-26.1KClosed |
$2.74M - $2.97M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-26.1KClosed |
$2.74M - $2.97M
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.16KNew |
$123K - $135K
|
1.16K
$129K
|
|
Aug 16, 2021
Q2 2021
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.96KClosed |
$208K - $228K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-621Closed |
$66.1K - $72.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-54.4KClosed |
$5.79M - $6.33M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-7.98KClosed |
$849K - $928K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-136KClosed |
$14.5M - $15.8M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
109New |
$11.6K - $12.7K
|
109
$12.1K
|
|
Aug 12, 2021
Q2 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.53KClosed |
$269K - $294K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-2KClosed |
$213K - $233K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7.05KClosed |
$750K - $820K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-724Closed |
$77K - $84.2K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-211Closed |
$22.4K - $24.5K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.12KClosed |
$225K - $246K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-199Closed |
$21.2K - $23.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
40.3KNew |
$4.28M - $4.68M
|
40.3K
$4.47M
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-101- 68.71% |
$10.7K - $11.7K
|
46
$5.1K
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$28.7K - $31.4K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
SELL
|
- |
-1.9KClosed |
$202K - $221K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.4KClosed |
$255K - $279K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
SELL
|
- |
-14.8KClosed |
$1.34M - $1.7M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-34.4KClosed |
$3.14M - $3.96M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-11.9KClosed |
$1.08M - $1.37M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.3K- 43.4% |
$209K - $265K
|
3K
$333K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-3.38KClosed |
$308K - $389K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
290New |
$26.4K - $33.4K
|
290
$32.2K
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-16.8KClosed |
$1.53M - $1.94M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-300Closed |
$27.3K - $34.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-100Closed |
$9.1K - $11.5K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2.66KClosed |
$242K - $306K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.33KClosed |
$212K - $268K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100Closed |
$9.1K - $11.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
500New |
$45.5K - $57.5K
|
500
$55.5K
|