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 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
372+ 9.86% |
$39.3K - $44K
|
4.14K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-389- 5.57% |
$41.1K - $46K
|
6.6K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
145K+ 3.82% |
$15.3M - $17.2M
|
3.96M
$494M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.78K+ 1.14% |
$609K - $683K
|
514K
$64.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
198+ 21.71% |
$20.9K - $23.4K
|
1.11K
$139K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
315+ 0.74% |
$33.2K - $37.3K
|
42.9K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.32K- 25.18% |
$351K - $393K
|
9.88K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.9K+ 11.93% |
$3.05M - $3.42M
|
271K
$33.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-739- 9.45% |
$78K - $87.5K
|
7.08K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
13.6K+ 157.05% |
$1.44M - $1.61M
|
22.3K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-867- 6.34% |
$91.5K - $103K
|
12.8K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
67New |
$7.07K - $7.93K
|
67
$8.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300- 0.37% |
$31.7K - $35.5K
|
79.9K
$9.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.9K- 90.73% |
$1.25M - $1.4M
|
1.21K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
330+ 16.53% |
$34.8K - $39.1K
|
2.33K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
16.3K+ 3.73% |
$1.72M - $1.93M
|
453K
$56.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-243- 20.13% |
$25.6K - $28.8K
|
964
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-112- 2.07% |
$11.8K - $13.3K
|
5.31K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.75K+ 3.96% |
$185K - $207K
|
46K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 2.11% |
$201K - $226K
|
92.5K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-522- 5.39% |
$55.1K - $61.8K
|
9.17K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
1.34K+ 0.44% |
$141K - $158K
|
306K
$38.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
795+ 0.56% |
$83.9K - $94.1K
|
142K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-458- 4.41% |
$48.3K - $54.2K
|
9.92K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-260- 1.94% |
$27.4K - $30.8K
|
13.2K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-92- 3.06% |
$9.71K - $10.9K
|
2.92K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.7K+ 3.98% |
$1.66M - $1.86M
|
412K
$51.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7.26K+ 3.6% |
$766K - $859K
|
209K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
324+ 3.15% |
$34.2K - $38.3K
|
10.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 0.09% |
$3.69K - $4.14K
|
40.6K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 20.0% |
$2.64K - $2.96K
|
150
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
184+ 0.78% |
$19.4K - $21.8K
|
23.8K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-13K- 48.47% |
$1.37M - $1.53M
|
13.8K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.76KNew |
$185K - $208K
|
1.76K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.93K- 1.45% |
$204K - $229K
|
131K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.24K- 0.18% |
$342K - $383K
|
1.83M
$229M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12- 0.52% |
$1.27K - $1.42K
|
2.31K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.09K+ 4.71% |
$220K - $247K
|
46.4K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-576- 0.34% |
$60.8K - $68.2K
|
169K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
882+ 5.44% |
$93.1K - $104K
|
17.1K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.3K+ 10.37% |
$2.99M - $3.35M
|
302K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85.5KNew |
$9.02M - $10.1M
|
85.5K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
256+ 0.17% |
$27K - $30.3K
|
150K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.02K+ 1.56% |
$214K - $240K
|
132K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-62.4K- 0.76% |
$6.59M - $7.39M
|
8.2M
$1.02B
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
854+ 1.73% |
$90.1K - $101K
|
50.1K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-130- 7.09% |
$13.7K - $15.4K
|
1.7K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.8K- 3.57% |
$1.56M - $1.75M
|
400K
$49.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.35% |
$950 - $1.07K
|
2.6K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 0.39% |
$12.6K - $14.1K
|
30.3K
$3.79M
|