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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.19K- 30.78% |
$203K - $230K
|
4.92K
$515K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.16K- 2.23% |
$200K - $227K
|
94.6K
$9.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 2.69% |
$196K - $222K
|
76.3K
$7.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.11K- 48.22% |
$196K - $221K
|
2.26K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 59.0% |
$183K - $207K
|
1.37K
$143K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.81K- 7.29% |
$168K - $190K
|
23K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.77K- 10.04% |
$164K - $186K
|
15.8K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.54K- 25.17% |
$143K - $162K
|
4.58K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-758Closed |
$70.4K - $79.7K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-702- 1.08% |
$65.2K - $73.8K
|
64.4K
$6.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-605- 0.33% |
$56.2K - $63.6K
|
184K
$19.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-517- 58.02% |
$48K - $54.4K
|
374
$39.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-358- 15.36% |
$33.3K - $37.6K
|
1.97K
$206K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-344- 1.96% |
$32K - $36.2K
|
17.2K
$1.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-274- 9.17% |
$25.5K - $28.8K
|
2.71K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-200Closed |
$18.6K - $21K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-136- 44.44% |
$12.6K - $14.3K
|
170
$17.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-100- 16.67% |
$9.29K - $10.5K
|
500
$52.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 20.87% |
$6.22K - $7.05K
|
254
$26.6K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-51- 2.08% |
$4.74K - $5.36K
|
2.4K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-49- 0.85% |
$4.55K - $5.15K
|
5.73K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-34- 6.8% |
$3.16K - $3.58K
|
466
$48.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.76% |
$1.86K - $2.1K
|
2.6K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.58K
|
1.78K
$187K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.39% |
$929 - $1.05K
|
2.54K
$266K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1M- 49.58% |
$91.1M - $99.8M
|
1.02M
$106M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-59.7K- 59.48% |
$5.44M - $5.96M
|
40.7K
$4.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-29.9K- 31.93% |
$2.72M - $2.98M
|
63.7K
$6.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.2K- 18.69% |
$1.75M - $1.92M
|
83.5K
$8.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-12.9K- 67.23% |
$1.17M - $1.28M
|
6.27K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 54.0% |
$524K - $573K
|
4.89K
$512K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.25M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.44K- 2.35% |
$131K - $144K
|
59.8K
$6.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.1K- 16.56% |
$100K - $110K
|
5.54K
$580K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-887- 3.26% |
$80.8K - $88.5K
|
26.3K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-768- 0.59% |
$70K - $76.7K
|
129K
$13.5M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-590- 2.09% |
$53.8K - $58.9K
|
27.7K
$2.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-519- 3.42% |
$47.3K - $51.8K
|
14.7K
$1.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-476- 10.04% |
$43.4K - $47.5K
|
4.27K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-421- 6.74% |
$38.4K - $42K
|
5.82K
$609K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-280- 1.87% |
$25.5K - $27.9K
|
14.7K
$1.54M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-267- 6.14% |
$24.3K - $26.6K
|
4.08K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-194- 6.77% |
$17.7K - $19.4K
|
2.67K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 4.0% |
$14.9K - $16.3K
|
3.92K
$410K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 18.22% |
$13K - $14.3K
|
642
$67.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-113- 3.82% |
$10.3K - $11.3K
|
2.85K
$298K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.07% |
$456 - $499
|
7.56K
$791K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-4- 0.15% |
$365 - $399
|
2.66K
$279K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-1- 1.96% |
$91.1 - $99.8
|
50
$5.23K
|
|