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 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-135- 0.93% |
$13.8K - $14.9K
|
14.4K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-89- 0.11% |
$9.11K - $9.84K
|
82.6K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-89- 0.39% |
$9.11K - $9.84K
|
22.9K
$2.86M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-83- 29.86% |
$8.5K - $9.17K
|
195
$24.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-75- 2.11% |
$7.68K - $8.29K
|
3.48K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-73- 0.15% |
$7.47K - $8.07K
|
48.7K
$6.08M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-65- 2.79% |
$6.65K - $7.18K
|
2.26K
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 8.03% |
$6.65K - $7.18K
|
744
$92.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-53- 2.5% |
$5.42K - $5.86K
|
2.07K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-50- 1.51% |
$5.12K - $5.53K
|
3.25K
$406K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-37- 2.17% |
$3.79K - $4.09K
|
1.67K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21- 5.54% |
$2.15K - $2.32K
|
358
$44.7K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-20- 1.81% |
$2.05K - $2.21K
|
1.09K
$136K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-19- 1.02% |
$1.94K - $2.1K
|
1.85K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 7.29% |
$1.43K - $1.55K
|
178
$22.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5- 0.19% |
$512 - $553
|
2.62K
$327K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-4- 0.01% |
$409 - $442
|
62.6K
$7.82M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-98.1K- 94.77% |
$8.6M - $10.8M
|
5.41K
$676K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-79.6K- 98.88% |
$6.97M - $8.76M
|
904
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-65.5K- 66.56% |
$5.74M - $7.21M
|
32.9K
$4.11M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-47.2KClosed |
$4.14M - $5.2M
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-25.2K- 5.31% |
$2.21M - $2.77M
|
449K
$56.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-21.4K- 60.53% |
$1.88M - $2.36M
|
14K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.9K- 34.87% |
$1.48M - $1.86M
|
31.5K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.2K- 9.44% |
$1.33M - $1.67M
|
146K
$18.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.2K- 63.38% |
$896K - $1.13M
|
5.91K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.68K- 53.3% |
$235K - $296K
|
2.35K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 28.6% |
$221K - $278K
|
6.3K
$787K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.42K- 18.95% |
$212K - $267K
|
10.4K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.94K- 31.43% |
$170K - $214K
|
4.24K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 39.79% |
$162K - $203K
|
2.79K
$349K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.4% |
$138K - $173K
|
27.6K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.44K- 9.92% |
$126K - $159K
|
13.1K
$1.63M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.14K- 23.22% |
$100K - $126K
|
3.77K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.07K- 35.18% |
$93.7K - $118K
|
1.97K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-707- 0.35% |
$61.9K - $77.8K
|
202K
$25.2M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-544- 10.22% |
$47.7K - $59.9K
|
4.78K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-450- 9.67% |
$39.4K - $49.5K
|
4.2K
$525K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-434- 10.77% |
$38K - $47.8K
|
3.6K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-340- 6.82% |
$29.8K - $37.4K
|
4.64K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-270- 5.15% |
$23.7K - $29.7K
|
4.97K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-270- 10.74% |
$23.7K - $29.7K
|
2.24K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-259- 2.65% |
$22.7K - $28.5K
|
9.5K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-256- 8.82% |
$22.4K - $28.2K
|
2.65K
$330K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$41.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 66.67% |
$13.1K - $16.5K
|
75
$9.37K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-137- 6.05% |
$12K - $15.1K
|
2.13K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-130- 31.71% |
$11.4K - $14.3K
|
280
$35K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-110- 2.03% |
$9.64K - $12.1K
|
5.3K
$662K
|
|