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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-95- 1.25% |
$8.77K - $10.2K
|
7.5K
$832K
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-71- 1.48% |
$6.55K - $7.65K
|
4.73K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-68- 0.57% |
$6.27K - $7.32K
|
11.8K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-46- 0.79% |
$4.24K - $4.95K
|
5.79K
$642K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-40- 1.6% |
$3.69K - $4.31K
|
2.47K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32- 8.08% |
$2.95K - $3.45K
|
364
$40.4K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4- 0.14% |
$369 - $431
|
2.91K
$322K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$277 - $323
|
2.27K
$252K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-15.5K- 33.02% |
$1.38M - $1.58M
|
31.4K
$3.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.36K- 19.87% |
$834K - $956K
|
37.8K
$4.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-7.63K- 6.89% |
$680K - $779K
|
103K
$11.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.71K- 46.76% |
$508K - $583K
|
6.5K
$721K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.18K- 17.08% |
$461K - $529K
|
25.1K
$2.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-3.98K- 14.56% |
$354K - $406K
|
23.3K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 26.62% |
$304K - $348K
|
9.4K
$1.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.91K- 1.42% |
$259K - $297K
|
202K
$22.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-2.16K- 21.62% |
$192K - $220K
|
7.83K
$869K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.6K- 38.39% |
$142K - $163K
|
2.56K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 5.81% |
$139K - $159K
|
25.3K
$2.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.39K- 8.96% |
$123K - $141K
|
14.1K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.17K- 4.88% |
$104K - $120K
|
22.9K
$2.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.17K- 32.0% |
$104K - $120K
|
2.49K
$276K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.14K- 6.1% |
$101K - $116K
|
17.5K
$1.94M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-979- 31.6% |
$87.2K - $100K
|
2.12K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-812- 45.44% |
$72.3K - $82.9K
|
975
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-708- 2.39% |
$63.1K - $72.3K
|
28.9K
$3.21M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-684- 3.24% |
$60.9K - $69.9K
|
20.4K
$2.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-629- 3.8% |
$56K - $64.2K
|
15.9K
$1.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-514- 5.19% |
$45.8K - $52.5K
|
9.39K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-421- 1.6% |
$37.5K - $43K
|
26K
$2.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-403- 8.19% |
$35.9K - $41.2K
|
4.52K
$502K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-359- 13.63% |
$32K - $36.7K
|
2.27K
$252K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-167- 3.12% |
$14.9K - $17.1K
|
5.19K
$576K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-145- 6.16% |
$12.9K - $14.8K
|
2.21K
$245K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-75- 3.16% |
$6.68K - $7.66K
|
2.3K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-32- 1.32% |
$2.85K - $3.27K
|
2.4K
$266K
|
|
| 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
$8.45M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-328K- 97.89% |
$28.5M - $34.9M
|
7.07K
$784K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-289K- 95.52% |
$25.1M - $30.7M
|
13.6K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-82.7K- 56.95% |
$7.2M - $8.8M
|
62.5K
$6.94M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-58.5K- 94.62% |
$5.09M - $6.23M
|
3.33K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-11.5K- 70.61% |
$1M - $1.23M
|
4.8K
$532K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6.5K- 3.12% |
$566K - $692K
|
202K
$22.4M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-4.03K- 60.63% |
$351K - $430K
|
2.62K
$291K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$36.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.38K- 11.27% |
$120K - $147K
|
10.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-612- 9.25% |
$53.3K - $65.2K
|
6.01K
$666K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-596- 2.52% |
$51.9K - $63.5K
|
23K
$2.56M
|
|