Latest Institutional Sells of Ishares Core S&P Sm Cap ETF (IJR)
This list provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.94M- 99.04% |
$198M - $232M
|
18.7K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.53M- 29.67% |
$156M - $183M
|
3.62M
$362M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-651K- 97.9% |
$66.7M - $78.1M
|
14K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-650K- 72.62% |
$66.6M - $78M
|
245K
$24.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-352K- 1.94% |
$36.1M - $42.2M
|
17.8M
$1.78B
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-330K- 96.75% |
$33.8M - $39.5M
|
11.1K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-216K- 93.79% |
$22.2M - $26M
|
14.3K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-175K- 78.64% |
$17.9M - $20.9M
|
47.4K
$4.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 18.06% |
$17.8M - $20.9M
|
790K
$79.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-166K- 89.92% |
$17M - $19.9M
|
18.6K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-150K- 39.25% |
$15.4M - $18M
|
232K
$23.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-150K- 84.32% |
$15.3M - $18M
|
27.8K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-131K- 40.03% |
$13.4M - $15.7M
|
196K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-118K- 21.27% |
$12.1M - $14.2M
|
438K
$43.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-114K- 25.02% |
$11.7M - $13.7M
|
342K
$34.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-113K- 94.15% |
$11.5M - $13.5M
|
6.99K
$700K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-112K- 39.49% |
$11.5M - $13.5M
|
172K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-104K- 95.74% |
$10.7M - $12.5M
|
4.64K
$465K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-100K- 94.02% |
$10.3M - $12M
|
6.37K
$638K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-89K- 2.29% |
$9.12M - $10.7M
|
3.8M
$380M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-88K- 62.12% |
$9.02M - $10.6M
|
53.6K
$5.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-86.1K- 96.64% |
$8.82M - $10.3M
|
3K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-76.4K- 14.01% |
$7.83M - $9.17M
|
469K
$47M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.7K- 22.63% |
$6.02M - $7.05M
|
201K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-53.9K- 6.86% |
$5.52M - $6.46M
|
731K
$73.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-51.9K- 34.69% |
$5.31M - $6.22M
|
97.6K
$9.77M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-51.2K- 62.89% |
$5.24M - $6.14M
|
30.2K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-48.3K- 72.82% |
$4.95M - $5.79M
|
18K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47.9K- 2.2% |
$4.91M - $5.74M
|
2.13M
$213M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-47.3K- 65.53% |
$4.85M - $5.67M
|
24.9K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-46.9K- 39.08% |
$4.8M - $5.62M
|
73K
$7.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-45K- 79.64% |
$4.61M - $5.4M
|
11.5K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-44.3K- 77.44% |
$4.54M - $5.32M
|
12.9K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.1K- 35.47% |
$4.11M - $4.81M
|
72.9K
$7.3M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-39.3K- 16.36% |
$4.03M - $4.72M
|
201K
$20.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-38.3K- 7.53% |
$3.93M - $4.6M
|
471K
$47.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-38.1K- 20.27% |
$3.91M - $4.58M
|
150K
$15M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-38.1K- 88.12% |
$3.9M - $4.57M
|
5.14K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-36K- 4.48% |
$3.69M - $4.32M
|
768K
$76.9M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-35.9K- 26.59% |
$3.68M - $4.3M
|
99K
$9.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-34.9K- 44.87% |
$3.58M - $4.19M
|
42.9K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-32.6K- 57.95% |
$3.35M - $3.92M
|
23.7K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-32.4K- 82.69% |
$3.32M - $3.89M
|
6.79K
$680K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-31.9K- 11.34% |
$3.27M - $3.82M
|
249K
$24.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-31.2K- 13.1% |
$3.2M - $3.75M
|
207K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-29.2K- 27.17% |
$2.99M - $3.5M
|
78.2K
$7.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-28.2K- 50.17% |
$2.89M - $3.38M
|
28K
$2.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27.6K- 9.99% |
$2.83M - $3.31M
|
249K
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25.8K- 3.69% |
$2.64M - $3.09M
|
672K
$67.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25K- 16.53% |
$2.56M - $2.99M
|
126K
$12.6M
|