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 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-175K- 78.64% |
$17.9M - $20.9M
|
47.4K
$4.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-166K- 89.92% |
$17M - $19.9M
|
18.6K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-150K- 84.32% |
$15.3M - $18M
|
27.8K
$2.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-113K- 94.15% |
$11.5M - $13.5M
|
6.99K
$727K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-100K- 94.02% |
$10.3M - $12M
|
6.37K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-86.1K- 96.64% |
$8.82M - $10.3M
|
3K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-51.2K- 62.89% |
$5.24M - $6.14M
|
30.2K
$3.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-34.9K- 44.87% |
$3.58M - $4.19M
|
42.9K
$4.47M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-20.1K- 25.87% |
$2.06M - $2.42M
|
57.7K
$6M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-16.2K- 20.03% |
$1.66M - $1.94M
|
64.6K
$6.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 34.31% |
$1.43M - $1.67M
|
26.6K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-13.5K- 6.49% |
$1.38M - $1.62M
|
194K
$20.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.4K- 72.08% |
$1.06M - $1.24M
|
4.01K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 6.67% |
$1.05M - $1.23M
|
144K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.3K- 33.78% |
$851K - $996K
|
16.3K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.65K- 18.15% |
$681K - $797K
|
30K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.66K- 1.5% |
$580K - $679K
|
371K
$38.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-5.45K- 9.69% |
$559K - $654K
|
50.8K
$5.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.83K- 1.55% |
$495K - $579K
|
306K
$31.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.72K- 11.37% |
$483K - $566K
|
36.8K
$3.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-4.12K- 8.49% |
$422K - $494K
|
44.4K
$4.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-2.68K- 6.53% |
$275K - $321K
|
38.3K
$3.99M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-2.52K- 7.43% |
$258K - $302K
|
31.3K
$3.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-2.34K- 36.01% |
$239K - $280K
|
4.15K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.02K- 1.6% |
$207K - $242K
|
124K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.01K- 7.77% |
$206K - $241K
|
23.9K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.99K- 34.85% |
$204K - $238K
|
3.71K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.9K- 18.61% |
$195K - $228K
|
8.33K
$866K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.85K- 23.0% |
$190K - $222K
|
6.19K
$644K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.76K- 33.94% |
$181K - $212K
|
3.43K
$357K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 1.72% |
$175K - $204K
|
97.4K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-1.5K- 8.63% |
$154K - $180K
|
15.9K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-1.4K- 30.98% |
$143K - $168K
|
3.12K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.39K- 5.51% |
$142K - $167K
|
23.8K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-1.38K- 4.32% |
$142K - $166K
|
30.6K
$3.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 15.69% |
$134K - $157K
|
7.05K
$733K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.2K- 36.19% |
$123K - $144K
|
2.11K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.04K- 11.83% |
$107K - $125K
|
7.77K
$808K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-907- 0.63% |
$93K - $109K
|
143K
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-863- 16.37% |
$88.4K - $104K
|
4.41K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-807- 2.87% |
$82.7K - $96.8K
|
27.3K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-797- 2.88% |
$81.7K - $95.6K
|
26.9K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-789- 5.51% |
$80.9K - $94.6K
|
13.5K
$1.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-770- 7.33% |
$78.9K - $92.4K
|
9.74K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-741- 13.51% |
$75.9K - $88.9K
|
4.74K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-654- 0.72% |
$67K - $78.5K
|
89.8K
$9.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-604- 12.74% |
$61.9K - $72.5K
|
4.14K
$430K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-398- 2.47% |
$40.8K - $47.7K
|
15.7K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-387- 16.67% |
$39.7K - $46.4K
|
1.94K
$201K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-375- 10.66% |
$38.4K - $45K
|
3.14K
$327K
|