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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-54.5K- 80.7% |
$5.59M - $6.54M
|
13K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-52.1K- 84.58% |
$5.34M - $6.25M
|
9.5K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-42.5K- 82.85% |
$4.35M - $5.1M
|
8.79K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-40K- 42.43% |
$4.1M - $4.8M
|
54.3K
$6.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-33.4K- 80.05% |
$3.42M - $4M
|
8.32K
$981K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-32.5K- 96.43% |
$3.33M - $3.9M
|
1.2K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28K- 0.53% |
$2.87M - $3.36M
|
5.24M
$618M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-23.8K- 71.25% |
$2.44M - $2.86M
|
9.61K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-21.9K- 85.05% |
$2.25M - $2.63M
|
3.86K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-18.5K- 61.51% |
$1.9M - $2.23M
|
11.6K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17.8K- 9.26% |
$1.83M - $2.14M
|
175K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-14.8K- 0.7% |
$1.52M - $1.78M
|
2.1M
$248M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-14.7K- 78.16% |
$1.51M - $1.76M
|
4.11K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-10.6K- 9.19% |
$1.08M - $1.27M
|
104K
$12.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.4K- 72.08% |
$1.06M - $1.24M
|
4.01K
$473K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.22K- 31.85% |
$740K - $866K
|
15.5K
$1.82M
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-7.2K- 4.33% |
$738K - $863K
|
159K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.79K- 3.94% |
$696K - $815K
|
165K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-6.11K- 46.13% |
$626K - $733K
|
7.14K
$841K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-5.59K- 16.57% |
$573K - $670K
|
28.1K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-5.1K- 53.38% |
$522K - $611K
|
4.45K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.96K- 37.65% |
$508K - $595K
|
8.21K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-4.51K- 41.63% |
$462K - $541K
|
6.33K
$746K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-4.47K- 13.73% |
$459K - $537K
|
28.1K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.04K- 67.45% |
$414K - $484K
|
1.95K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-3.79K- 58.92% |
$389K - $455K
|
2.64K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.94K- 46.2% |
$301K - $352K
|
3.42K
$403K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.9K- 20.62% |
$297K - $348K
|
11.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.8K- 43.7% |
$287K - $336K
|
3.61K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.79K- 95.22% |
$286K - $335K
|
140
$16.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 12.13% |
$266K - $311K
|
18.8K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.44K- 4.83% |
$250K - $293K
|
48.1K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.32K- 52.22% |
$237K - $278K
|
2.12K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.25K- 25.54% |
$231K - $270K
|
6.56K
$774K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.14K- 4.41% |
$219K - $257K
|
46.4K
$5.48M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.11K- 5.82% |
$216K - $253K
|
34.2K
$4.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-1.92K- 21.62% |
$197K - $230K
|
6.96K
$820K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.85K- 23.0% |
$190K - $222K
|
6.19K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.77K- 41.12% |
$181K - $212K
|
2.53K
$298K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-1.6KClosed |
$164K - $192K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-1.57K- 15.39% |
$161K - $188K
|
8.62K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 30.83% |
$156K - $182K
|
3.41K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.48K- 4.4% |
$151K - $177K
|
32.1K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.45K- 18.96% |
$149K - $174K
|
6.2K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.41K- 3.79% |
$145K - $170K
|
35.9K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.36K- 36.95% |
$140K - $164K
|
2.33K
$274K
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-1.26K- 29.46% |
$129K - $151K
|
3.01K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.21K- 3.85% |
$124K - $145K
|
30.1K
$3.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.2K- 36.19% |
$123K - $144K
|
2.11K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.07K- 7.19% |
$110K - $129K
|
13.8K
$1.63M
|