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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.55K- 4.02% |
$176K - $197K
|
37K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.44K- 8.43% |
$164K - $183K
|
15.7K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.27K- 54.58% |
$144K - $162K
|
1.06K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.24K- 33.96% |
$141K - $158K
|
2.41K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.2K- 85.11% |
$137K - $153K
|
210
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.07K- 25.63% |
$121K - $136K
|
3.09K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-1.06K- 1.08% |
$121K - $135K
|
96.5K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1K- 11.16% |
$114K - $128K
|
7.98K
$885K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-948- 3.61% |
$108K - $121K
|
25.3K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-940- 0.97% |
$107K - $120K
|
95.6K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-862- 18.8% |
$98.2K - $110K
|
3.72K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-784- 30.6% |
$89.3K - $99.9K
|
1.78K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-767- 45.71% |
$87.4K - $97.7K
|
911
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-660- 17.26% |
$75.2K - $84.1K
|
3.16K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-649- 2.89% |
$73.9K - $82.7K
|
21.8K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-641- 97.27% |
$73K - $81.7K
|
18
$2K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-565- 22.56% |
$64.4K - $72K
|
1.94K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-561- 14.26% |
$63.9K - $71.5K
|
3.37K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-550- 9.99% |
$62.7K - $70.1K
|
4.96K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-528- 0.4% |
$60.1K - $67.3K
|
130K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-468- 3.04% |
$53.3K - $59.6K
|
14.9K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
SELL
|
- |
-460- 16.3% |
$52.4K - $58.6K
|
2.36K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-436- 0.81% |
$49.7K - $55.5K
|
53.1K
$5.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-433- 10.7% |
$49.3K - $55.2K
|
3.61K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-419- 16.94% |
$47.7K - $53.4K
|
2.05K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 24.55% |
$45.6K - $51K
|
1.23K
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-361- 8.62% |
$41.1K - $46K
|
3.83K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-351- 5.14% |
$40K - $44.7K
|
6.47K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-337- 2.55% |
$38.4K - $42.9K
|
12.9K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-316- 26.07% |
$36K - $40.3K
|
896
$99.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-309- 1.63% |
$35.2K - $39.4K
|
18.6K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-305- 4.74% |
$34.7K - $38.9K
|
6.12K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-270- 12.8% |
$30.8K - $34.4K
|
1.84K
$204K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-266- 2.32% |
$30.3K - $33.9K
|
11.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 31.25% |
$28.5K - $31.8K
|
550
$61K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-240- 7.79% |
$27.3K - $30.6K
|
2.84K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-225- 4.75% |
$25.6K - $28.7K
|
4.51K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-225- 8.06% |
$25.6K - $28.7K
|
2.57K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-224- 4.79% |
$25.5K - $28.5K
|
4.45K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-221- 0.56% |
$25.2K - $28.2K
|
39.6K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-215- 1.68% |
$24.5K - $27.4K
|
12.6K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 3.77% |
$22.8K - $25.5K
|
5.1K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-190- 5.85% |
$21.6K - $24.2K
|
3.06K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-184- 9.2% |
$21K - $23.4K
|
1.82K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-170- 16.39% |
$19.4K - $21.7K
|
867
$96.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 6.27% |
$18.6K - $20.8K
|
2.44K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-162- 0.68% |
$18.5K - $20.6K
|
23.6K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 4.63% |
$17.2K - $19.2K
|
3.11K
$345K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-144- 3.46% |
$16.4K - $18.3K
|
4.01K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-144- 60.25% |
$16.4K - $18.3K
|
95
$10.5K
|