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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.44M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-739- 18.06% |
$78K - $87.5K
|
3.35K
$393K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-706- 25.83% |
$74.5K - $83.5K
|
2.03K
$237K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-690- 32.49% |
$72.8K - $81.7K
|
1.43K
$168K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-655- 12.79% |
$69.1K - $77.5K
|
4.47K
$523K
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$74.7K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-520- 0.55% |
$54.9K - $61.5K
|
94.3K
$11M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-496- 7.08% |
$52.3K - $58.7K
|
6.51K
$762K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 16.43% |
$50.8K - $56.9K
|
2.45K
$286K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-476- 31.13% |
$50.2K - $56.3K
|
1.05K
$123K
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-462- 2.71% |
$48.8K - $54.7K
|
16.6K
$1.94M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-448- 0.48% |
$47.3K - $53K
|
93.6K
$11M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-441- 19.57% |
$46.5K - $52.2K
|
1.81K
$212K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-414- 9.58% |
$43.7K - $49K
|
3.91K
$458K
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-389- 5.57% |
$41.1K - $46K
|
6.6K
$773K
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-388- 16.55% |
$40.9K - $45.9K
|
1.96K
$229K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-388- 2.48% |
$40.9K - $45.9K
|
15.3K
$1.79M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-373- 3.22% |
$39.4K - $44.1K
|
11.2K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-371- 1.77% |
$39.2K - $43.9K
|
20.6K
$2.41M
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-350- 10.42% |
$36.9K - $41.4K
|
3.01K
$352K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-350- 1.59% |
$36.9K - $41.4K
|
21.7K
$2.54M
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-345- 8.56% |
$36.4K - $40.8K
|
3.69K
$432K
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-328- 8.47% |
$34.6K - $38.8K
|
3.55K
$415K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-317- 0.75% |
$33.5K - $37.5K
|
41.9K
$4.91M
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-317- 4.3% |
$33.5K - $37.5K
|
7.05K
$826K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-300- 1.79% |
$31.7K - $35.5K
|
16.5K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-296- 3.8% |
$31.2K - $35K
|
7.5K
$878K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-291- 5.97% |
$30.7K - $34.4K
|
4.59K
$537K
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-274- 4.4% |
$28.9K - $32.4K
|
5.95K
$697K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-273- 12.2% |
$28.8K - $32.3K
|
1.96K
$230K
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-258- 4.8% |
$27.2K - $30.5K
|
5.11K
$599K
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-256- 7.35% |
$27K - $30.3K
|
3.23K
$378K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-253- 8.28% |
$26.7K - $29.9K
|
2.8K
$328K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-252- 11.18% |
$26.6K - $29.8K
|
2K
$235K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-250- 69.25% |
$26.4K - $29.6K
|
111
$13K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-240- 0.21% |
$25.3K - $28.4K
|
113K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-236- 8.81% |
$24.9K - $27.9K
|
2.44K
$286K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-220- 1.97% |
$23.2K - $26K
|
11K
$1.28M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-192- 6.24% |
$20.3K - $22.7K
|
2.89K
$338K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 8.02% |
$17.6K - $19.8K
|
1.91K
$224K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-149- 6.89% |
$15.7K - $17.6K
|
2.02K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-130- 7.09% |
$13.7K - $15.4K
|
1.7K
$200K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-129- 3.09% |
$13.6K - $15.3K
|
4.05K
$474K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-123- 6.33% |
$13K - $14.6K
|
1.82K
$213K
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-115- 5.6% |
$12.1K - $13.6K
|
1.94K
$227K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-113- 0.69% |
$11.9K - $13.4K
|
16.2K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-109- 0.69% |
$11.5K - $12.9K
|
15.8K
$1.84M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-108- 3.6% |
$11.4K - $12.8K
|
2.9K
$339K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-108- 7.84% |
$11.4K - $12.8K
|
1.27K
$149K
|