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 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-5- 2.96% |
$445 - $511
|
164
$20.5K
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2- 4.88% |
$178 - $204
|
39
$4.87K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.06MClosed |
$92M - $113M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-698K- 90.17% |
$60.8M - $74.4M
|
76.1K
$9.51M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-328K- 97.89% |
$28.5M - $34.9M
|
7.07K
$882K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-289K- 95.52% |
$25.1M - $30.7M
|
13.6K
$1.69M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-82.7K- 56.95% |
$7.2M - $8.8M
|
62.5K
$7.81M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-58.5K- 94.62% |
$5.09M - $6.23M
|
3.33K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-11.5K- 70.61% |
$1M - $1.23M
|
4.8K
$599K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.5K- 3.12% |
$566K - $692K
|
202K
$25.2M
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-4.03K- 60.63% |
$351K - $430K
|
2.62K
$327K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$41.3M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.38K- 11.27% |
$120K - $147K
|
10.9K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-612- 9.25% |
$53.3K - $65.2K
|
6.01K
$750K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-596- 2.52% |
$51.9K - $63.5K
|
23K
$2.88M
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-428- 10.79% |
$37.3K - $45.6K
|
3.54K
$442K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-393- 5.94% |
$34.2K - $41.9K
|
6.22K
$777K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-294- 3.4% |
$25.6K - $31.3K
|
8.35K
$1.04M
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-284- 6.3% |
$24.7K - $30.2K
|
4.22K
$527K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-200- 6.77% |
$17.4K - $21.3K
|
2.76K
$344K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-197- 4.48% |
$17.1K - $21K
|
4.21K
$525K
|
|
Nov 10, 2022
Q3 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-197- 38.63% |
$17.1K - $21K
|
313
$39.1K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-151- 39.43% |
$13.1K - $16.1K
|
232
$29K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-92- 3.66% |
$8.01K - $9.8K
|
2.43K
$303K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-91- 11.99% |
$7.92K - $9.69K
|
668
$83.4K
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-82- 5.16% |
$7.14K - $8.73K
|
1.51K
$188K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-74- 9.11% |
$6.44K - $7.88K
|
738
$92.2K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 9.26% |
$435 - $533
|
49
$6.12K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-417K- 58.01% |
$37.2M - $45.5M
|
302K
$37.7M
|
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-355KClosed |
$31.6M - $38.7M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-151KClosed |
$13.4M - $16.4M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-142KClosed |
$12.6M - $15.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-90.4KClosed |
$8.05M - $9.86M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-87.1KClosed |
$7.75M - $9.49M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-80.2K- 42.36% |
$7.14M - $8.74M
|
109K
$13.6M
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-65.7KClosed |
$5.85M - $7.16M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-50.5KClosed |
$4.49M - $5.5M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-44.4KClosed |
$3.96M - $4.84M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-41.1KClosed |
$3.66M - $4.48M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-38.8KClosed |
$3.45M - $4.23M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-31.7KClosed |
$2.82M - $3.45M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-20.6KClosed |
$1.83M - $2.24M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-16.5KClosed |
$1.47M - $1.8M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-13.6K- 75.2% |
$1.21M - $1.48M
|
4.48K
$559K
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9.9KClosed |
$881K - $1.08M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-9.84K- 2.86% |
$876K - $1.07M
|
335K
$41.8M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-7.53KClosed |
$670K - $820K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.23KClosed |
$554K - $679K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.95KClosed |
$530K - $649K
|
0
$0
|