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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-23- 14.02% |
$2.62K - $2.93K
|
141
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-20- 0.65% |
$2.28K - $2.55K
|
3.06K
$320K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 0.11% |
$1.94K - $2.17K
|
15.7K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 2.78% |
$1.82K - $2.04K
|
559
$58.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-10- 0.54% |
$1.14K - $1.27K
|
1.85K
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 14.29% |
$1.14K - $1.27K
|
60
$6.28K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10- 0.18% |
$1.14K - $1.27K
|
5.63K
$590K
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-9- 0.4% |
$1.03K - $1.15K
|
2.25K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.31% |
$1.03K - $1.15K
|
2.87K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.25% |
$911 - $1.02K
|
3.14K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.2% |
$456 - $510
|
2.02K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2- 0.12% |
$228 - $255
|
1.63K
$171K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-88.3K- 97.13% |
$9.32M - $10.4M
|
2.61K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-35.8K- 63.46% |
$3.78M - $4.23M
|
20.6K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-20.7K- 89.96% |
$2.18M - $2.44M
|
2.3K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17K- 87.3% |
$1.8M - $2.02M
|
2.48K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 72.57% |
$1.42M - $1.59M
|
5.09K
$532K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.8K- 0.21% |
$823K - $923K
|
3.78M
$396M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$40.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$181K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.05K- 43.72% |
$216K - $243K
|
2.64K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.05K- 30.54% |
$216K - $242K
|
4.65K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1.96K- 15.77% |
$207K - $232K
|
10.5K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.92K- 9.22% |
$202K - $227K
|
18.9K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 46.71% |
$170K - $190K
|
1.84K
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.44K- 1.03% |
$152K - $171K
|
139K
$14.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.22K- 9.51% |
$128K - $144K
|
11.6K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.17K- 13.84% |
$123K - $138K
|
7.27K
$760K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-906- 26.62% |
$95.6K - $107K
|
2.5K
$261K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-768- 6.0% |
$81K - $90.9K
|
12K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-706- 25.83% |
$74.5K - $83.5K
|
2.03K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-655- 12.79% |
$69.1K - $77.5K
|
4.47K
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$66.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-476- 31.13% |
$50.2K - $56.3K
|
1.05K
$110K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-441- 19.57% |
$46.5K - $52.2K
|
1.81K
$190K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-414- 9.58% |
$43.7K - $49K
|
3.91K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-389- 5.57% |
$41.1K - $46K
|
6.6K
$691K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-388- 16.55% |
$40.9K - $45.9K
|
1.96K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-388- 2.48% |
$40.9K - $45.9K
|
15.3K
$1.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-373- 3.22% |
$39.4K - $44.1K
|
11.2K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-300- 1.79% |
$31.7K - $35.5K
|
16.5K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-296- 3.8% |
$31.2K - $35K
|
7.5K
$785K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-274- 4.4% |
$28.9K - $32.4K
|
5.95K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-253- 8.28% |
$26.7K - $29.9K
|
2.8K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-252- 11.18% |
$26.6K - $29.8K
|
2K
$210K
|
|