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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.32K- 16.62% |
$545K - $638K
|
26.7K
$2.96M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.28K- 12.48% |
$542K - $634K
|
37K
$4.11M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.28K- 5.64% |
$541K - $634K
|
88.3K
$9.8M
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5.25K- 5.04% |
$538K - $629K
|
98.9K
$11M
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-5.18K- 38.02% |
$531K - $621K
|
8.44K
$937K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 15.24% |
$530K - $620K
|
28.7K
$3.19M
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-5.15K- 13.19% |
$528K - $618K
|
33.9K
$3.76M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5.1K- 53.38% |
$522K - $611K
|
4.45K
$494K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.07K- 5.01% |
$520K - $609K
|
96.1K
$10.7M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-5.01K- 5.23% |
$514K - $601K
|
90.8K
$10.1M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5K- 27.99% |
$512K - $600K
|
12.9K
$1.43M
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 37.65% |
$508K - $595K
|
8.21K
$911K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.93K- 16.02% |
$505K - $591K
|
25.8K
$2.86M
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-4.72K- 11.37% |
$483K - $566K
|
36.8K
$4.08M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-4.56K- 18.77% |
$468K - $547K
|
19.7K
$2.19M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.52K- 7.17% |
$463K - $542K
|
58.4K
$6.48M
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.51K- 41.63% |
$462K - $541K
|
6.33K
$702K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.45K- 13.3% |
$456K - $534K
|
29K
$3.22M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 31.54% |
$447K - $523K
|
9.46K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.26K- 1.19% |
$437K - $512K
|
353K
$39.1M
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.15K- 0.39% |
$426K - $498K
|
1.05M
$116M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.13K- 2.33% |
$423K - $496K
|
173K
$19.2M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.12K- 4.43% |
$422K - $494K
|
88.9K
$9.86M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-4.08K- 48.13% |
$419K - $490K
|
4.4K
$488K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.06K- 7.05% |
$416K - $487K
|
53.5K
$5.94M
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.04K- 67.45% |
$414K - $484K
|
1.95K
$216K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.97K- 26.59% |
$407K - $476K
|
11K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.92K- 10.01% |
$402K - $470K
|
35.2K
$3.91M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.87K- 1.45% |
$396K - $464K
|
263K
$29.1M
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-3.79K- 58.92% |
$389K - $455K
|
2.64K
$293K
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.77K- 33.74% |
$387K - $453K
|
7.41K
$822K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.76K- 3.75% |
$386K - $452K
|
96.5K
$10.7M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.69K- 3.22% |
$379K - $443K
|
111K
$12.3M
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.66K- 24.99% |
$375K - $438K
|
11K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-3.64K- 8.68% |
$373K - $437K
|
38.3K
$4.25M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.61K- 1.84% |
$370K - $433K
|
192K
$21.3M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.58K- 3.09% |
$367K - $429K
|
112K
$12.4M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.58K- 3.41% |
$366K - $429K
|
101K
$11.2M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.47K- 3.53% |
$355K - $416K
|
94.7K
$10.5M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.43K- 2.32% |
$352K - $412K
|
145K
$16.1M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.4K- 29.49% |
$349K - $408K
|
8.14K
$903K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.38K- 13.95% |
$347K - $406K
|
20.9K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3.37K- 2.0% |
$345K - $404K
|
165K
$18.3M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.27K- 1.3% |
$335K - $392K
|
248K
$27.5M
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-3.24K- 17.31% |
$332K - $389K
|
15.5K
$1.72M
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-3.24K- 3.73% |
$332K - $388K
|
83.5K
$9.27M
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 2.34% |
$317K - $371K
|
129K
$14.3M
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.05K- 78.8% |
$312K - $365K
|
819
$90.9K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.02K- 4.19% |
$309K - $362K
|
69K
$7.65M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.01K- 5.29% |
$308K - $361K
|
53.8K
$5.97M
|