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 |
---|---|---|---|---|---|---|---|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-266- 2.32% |
$30.3K - $33.9K
|
11.2K
$1.17M
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 31.25% |
$28.5K - $31.8K
|
550
$57.6K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-240- 7.79% |
$27.3K - $30.6K
|
2.84K
$297K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-225- 4.75% |
$25.6K - $28.7K
|
4.51K
$472K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-225- 8.06% |
$25.6K - $28.7K
|
2.57K
$268K
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-224- 4.79% |
$25.5K - $28.5K
|
4.45K
$466K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-221- 0.56% |
$25.2K - $28.2K
|
39.6K
$4.14M
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-215- 1.68% |
$24.5K - $27.4K
|
12.6K
$1.32M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 3.77% |
$22.8K - $25.5K
|
5.1K
$534K
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-190- 5.85% |
$21.6K - $24.2K
|
3.06K
$320K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-184- 9.2% |
$21K - $23.4K
|
1.82K
$190K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-170- 16.39% |
$19.4K - $21.7K
|
867
$90.7K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 6.27% |
$18.6K - $20.8K
|
2.44K
$255K
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-162- 0.68% |
$18.5K - $20.6K
|
23.6K
$2.47M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 4.63% |
$17.2K - $19.2K
|
3.11K
$325K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-144- 60.25% |
$16.4K - $18.3K
|
95
$9.94K
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-125- 5.94% |
$14.2K - $15.9K
|
1.98K
$207K
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-125- 5.32% |
$14.2K - $15.9K
|
2.23K
$233K
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-121- 2.37% |
$13.8K - $15.4K
|
4.99K
$522K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-107- 1.04% |
$12.2K - $13.6K
|
10.2K
$1.07M
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-103- 4.99% |
$11.7K - $13.1K
|
1.96K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-100- 20.0% |
$11.4K - $12.7K
|
400
$41.9K
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 62.5% |
$11.4K - $12.7K
|
60
$6.28K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100- 3.82% |
$11.4K - $12.7K
|
2.52K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-95- 5.01% |
$10.8K - $12.1K
|
1.8K
$189K
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-90- 1.49% |
$10.3K - $11.5K
|
5.96K
$623K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-85- 4.62% |
$9.68K - $10.8K
|
1.75K
$184K
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-85- 8.47% |
$9.68K - $10.8K
|
919
$96.2K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-79- 1.49% |
$9K - $10.1K
|
5.22K
$546K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-78- 1.91% |
$8.89K - $9.94K
|
4.01K
$420K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-76- 49.35% |
$8.66K - $9.68K
|
78
$8.16K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-76- 0.63% |
$8.66K - $9.68K
|
12.1K
$1.26M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-75- 11.72% |
$8.54K - $9.55K
|
565
$59.1K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-73- 1.51% |
$8.32K - $9.3K
|
4.75K
$497K
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-64- 1.12% |
$7.29K - $8.15K
|
5.67K
$593K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-60- 5.91% |
$6.84K - $7.64K
|
956
$100K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-59- 0.58% |
$6.72K - $7.52K
|
10.1K
$1.05M
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-56- 10.14% |
$6.38K - $7.13K
|
496
$51.9K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-52- 2.34% |
$5.92K - $6.62K
|
2.17K
$227K
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-52- 1.4% |
$5.92K - $6.62K
|
3.67K
$384K
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-52- 15.38% |
$5.92K - $6.62K
|
286
$29.9K
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.36% |
$5.7K - $6.37K
|
3.64K
$381K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-48- 0.83% |
$5.47K - $6.11K
|
5.72K
$599K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-45- 0.78% |
$5.13K - $5.73K
|
5.7K
$597K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-44- 44.44% |
$5.01K - $5.6K
|
55
$5.76K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-42- 11.97% |
$4.78K - $5.35K
|
309
$32.3K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-32- 0.42% |
$3.65K - $4.08K
|
7.59K
$794K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-29- 1.2% |
$3.3K - $3.69K
|
2.38K
$249K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-25- 0.12% |
$2.85K - $3.18K
|
20.5K
$2.14M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25- 62.5% |
$2.85K - $3.18K
|
15
$1.57K
|