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 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-125- 5.32% |
$14.2K - $15.9K
|
2.23K
$247K
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-121- 2.37% |
$13.8K - $15.4K
|
4.99K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-107- 1.04% |
$12.2K - $13.6K
|
10.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-100- 20.0% |
$11.4K - $12.7K
|
400
$44.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 62.5% |
$11.4K - $12.7K
|
60
$6.66K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100- 3.82% |
$11.4K - $12.7K
|
2.52K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-95- 5.01% |
$10.8K - $12.1K
|
1.8K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-90- 1.49% |
$10.3K - $11.5K
|
5.96K
$661K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-85- 4.62% |
$9.68K - $10.8K
|
1.75K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-85- 8.47% |
$9.68K - $10.8K
|
919
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-79- 1.49% |
$9K - $10.1K
|
5.22K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-78- 1.91% |
$8.89K - $9.94K
|
4.01K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-76- 49.35% |
$8.66K - $9.68K
|
78
$8.65K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-76- 0.63% |
$8.66K - $9.68K
|
12.1K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-75- 11.72% |
$8.54K - $9.55K
|
565
$62.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-73- 1.51% |
$8.32K - $9.3K
|
4.75K
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-64- 1.12% |
$7.29K - $8.15K
|
5.67K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-60- 5.91% |
$6.84K - $7.64K
|
956
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-59- 0.58% |
$6.72K - $7.52K
|
10.1K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-56- 10.14% |
$6.38K - $7.13K
|
496
$55K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-52- 2.34% |
$5.92K - $6.62K
|
2.17K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-52- 1.4% |
$5.92K - $6.62K
|
3.67K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 1.36% |
$5.7K - $6.37K
|
3.64K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-45- 0.78% |
$5.13K - $5.73K
|
5.7K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-44- 44.44% |
$5.01K - $5.6K
|
55
$6.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-42- 11.97% |
$4.78K - $5.35K
|
309
$34.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-32- 0.42% |
$3.65K - $4.08K
|
7.59K
$842K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-25- 0.12% |
$2.85K - $3.18K
|
20.5K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25- 62.5% |
$2.85K - $3.18K
|
15
$1.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-23- 14.02% |
$2.62K - $2.93K
|
141
$15.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 0.11% |
$1.94K - $2.17K
|
15.7K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 2.78% |
$1.82K - $2.04K
|
559
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-10- 0.54% |
$1.14K - $1.27K
|
1.85K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 14.29% |
$1.14K - $1.27K
|
60
$6.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10- 0.18% |
$1.14K - $1.27K
|
5.63K
$625K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.31% |
$1.03K - $1.15K
|
2.87K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.25% |
$911 - $1.02K
|
3.14K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2- 0.12% |
$228 - $255
|
1.63K
$181K
|
|
| 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
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-35.8K- 63.46% |
$3.78M - $4.23M
|
20.6K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-20.7K- 89.96% |
$2.18M - $2.44M
|
2.3K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17K- 87.3% |
$1.8M - $2.02M
|
2.48K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 72.57% |
$1.42M - $1.59M
|
5.09K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.8K- 0.21% |
$823K - $923K
|
3.78M
$419M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.65K- 92.32% |
$491K - $550K
|
387
$42.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$192K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.05K- 43.72% |
$216K - $243K
|
2.64K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.05K- 30.54% |
$216K - $242K
|
4.65K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1.96K- 15.77% |
$207K - $232K
|
10.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.92K- 9.22% |
$202K - $227K
|
18.9K
$2.1M
|
|