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 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-20.5KClosed |
$1.87M - $2.36M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-48KClosed |
$4.37M - $5.52M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-3.53KClosed |
$322K - $406K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-19Closed |
$1.35K - $1.76K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-300Closed |
$21.4K - $27.7K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.29KClosed |
$306K - $397K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-6.5K- 61.9% |
$463K - $601K
|
4K
$444K
|
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.2KClosed |
$797K - $1.03M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-21.4KClosed |
$1.52M - $1.98M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-20.4KClosed |
$1.46M - $1.89M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-50KClosed |
$3.56M - $4.62M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-11.2KClosed |
$796K - $1.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
PUT |
200New |
$14.2K - $18.5K
|
200
$22.2K
|
|
|
Feb 11, 2021
Q4 2020
|
Twin Capital Management Inc
|
SELL
|
- |
-10.3KClosed |
$735K - $954K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
8New |
$570 - $739
|
8
$888
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.17KClosed |
$226K - $293K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-215KClosed |
$15.3M - $19.9M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-78.7KClosed |
$5.61M - $7.27M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cowen And Company, LLC
|
SELL
|
- |
-2.88KClosed |
$205K - $266K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-64.8KClosed |
$4.61M - $5.99M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-5.5KClosed |
$392K - $508K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68.3KClosed |
$4.86M - $6.31M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.78KNew |
$198K - $257K
|
2.78K
$308K
|
|
|
Jan 19, 2021
Q4 2020
|
Cohen Klingenstein LLC
|
BUY
|
- |
2.4KNew |
$171K - $222K
|
2.4K
$266K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-10.5KClosed |
$690K - $798K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-826Closed |
$54.3K - $62.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-27.4KClosed |
$1.8M - $2.08M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-81.2KClosed |
$5.33M - $6.17M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
4.2KNew |
$276K - $319K
|
4.2K
$466K
|
|
|
Nov 12, 2020
Q3 2020
|
Rice Partnership, LLC
|
SELL
|
- |
-200Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-6.47KClosed |
$425K - $492K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34.4KClosed |
$2.26M - $2.62M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-380Closed |
$25K - $28.9K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-124Closed |
$8.15K - $9.42K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-600Closed |
$39.4K - $45.6K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-18.3KClosed |
$1.2M - $1.39M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Empirical Finance, LLC
|
BUY
|
- |
8.3KNew |
$545K - $630K
|
8.3K
$920K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
40.6KNew |
$2.67M - $3.09M
|
40.6K
$4.51M
|
|
|
Oct 23, 2020
Q3 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.06KClosed |
$201K - $232K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-115Closed |
$7.55K - $8.74K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-52Closed |
$3.42K - $3.95K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5.56KClosed |
$365K - $422K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Oct 02, 2024
Q2 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-38.6KClosed |
$1.97M - $2.91M
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.73K+ 1.97% |
$88.3K - $131K
|
89.8K
$9.96M
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-191Closed |
$9.74K - $14.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Sp Asset Management
|
SELL
|
- |
-5.79KClosed |
$295K - $437K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-4KClosed |
$204K - $302K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-273KClosed |
$13.9M - $20.6M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-281KClosed |
$14.3M - $21.2M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.11KNew |
$311K - $461K
|
6.11K
$678K
|
|