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 13, 2020
Q2 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.19KClosed |
$214K - $317K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-16.9KClosed |
$864K - $1.28M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
39New |
$1.99K - $2.95K
|
39
$4.33K
|
|
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-10.6KClosed |
$540K - $799K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-12.5KClosed |
$639K - $947K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-17.9KClosed |
$914K - $1.35M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-61Closed |
$3.11K - $4.61K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-12Closed |
$612 - $907
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Matrix Trust CO
|
SELL
|
- |
-150KClosed |
$7.67M - $11.4M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.39KClosed |
$71K - $105K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.07KClosed |
$462K - $685K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-3.73KClosed |
$190K - $282K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1KNew |
$51K - $75.6K
|
1K
$111K
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-11.1KClosed |
$564K - $836K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-7.95KClosed |
$405K - $601K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-15.9KClosed |
$810K - $1.2M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 09, 2023
Q1 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-190Closed |
$9.33K - $16.2K
|
0
$0
|
|
|
Jul 16, 2020
Q1 2020
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.55K+ 92.45% |
$273K - $475K
|
11.6K
$1.28M
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.21MClosed |
$59.2M - $103M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-476KClosed |
$23.4M - $40.7M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-238KClosed |
$11.7M - $20.3M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Requisite Capital Management, LLC
|
SELL
|
- |
-96.5KClosed |
$4.74M - $8.26M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-80.3KClosed |
$3.94M - $6.87M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-16.3KClosed |
$802K - $1.4M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-838Closed |
$41.2K - $71.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.54KClosed |
$125K - $217K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-65.5KClosed |
$3.22M - $5.6M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-5KClosed |
$246K - $428K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.3K+ 50.0% |
$63.8K - $111K
|
3.9K
$433K
|
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.51KClosed |
$221K - $385K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-23.1KClosed |
$1.13M - $1.97M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.88KClosed |
$289K - $503K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.57KClosed |
$126K - $219K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-7.88KClosed |
$387K - $674K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-32.7KClosed |
$1.61M - $2.8M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-234KClosed |
$11.5M - $20M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-107Closed |
$5.25K - $9.15K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
3.18K+ 122.35% |
$156K - $272K
|
5.78K
$641K
|
|
|
May 04, 2020
Q1 2020
|
Pendal Group LTD
|
SELL
|
- |
-16.2KClosed |
$796K - $1.39M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$154K - $269K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-14.8KClosed |
$724K - $1.26M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.78KClosed |
$136K - $237K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Carlson Capital Management
|
SELL
|
- |
-2.57KClosed |
$126K - $220K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.73KClosed |
$281K - $490K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.46KClosed |
$121K - $210K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10.5KClosed |
$516K - $899K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-12KClosed |
$589K - $1.03M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.77KClosed |
$185K - $322K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$134K - $233K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-9.04KClosed |
$444K - $773K
|
0
$0
|
|