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 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-2.18KClosed |
$223K - $255K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.05KClosed |
$209K - $239K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.02KClosed |
$207K - $236K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2KClosed |
$205K - $233K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.93KClosed |
$198K - $225K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.93KClosed |
$197K - $225K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.86KClosed |
$190K - $217K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.83KClosed |
$187K - $214K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$182K - $207K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$182K - $207K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.77KClosed |
$181K - $206K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.5KClosed |
$154K - $175K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.2KClosed |
$123K - $140K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.13KClosed |
$116K - $132K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.1K- 9.91% |
$113K - $128K
|
10K
$1.11M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.01KClosed |
$104K - $118K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-986- 29.95% |
$101K - $115K
|
2.31K
$256K
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-677- 16.98% |
$69.3K - $79K
|
3.31K
$367K
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-660Closed |
$67.5K - $77K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-600Closed |
$61.4K - $70K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-510- 2.67% |
$52.2K - $59.5K
|
18.6K
$2.06M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-459Closed |
$47K - $53.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-372Closed |
$38.1K - $43.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-342Closed |
$35K - $39.9K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-261Closed |
$26.7K - $30.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-256Closed |
$26.2K - $29.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-249Closed |
$25.5K - $29.1K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-131- 1.43% |
$13.4K - $15.3K
|
9K
$999K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-124Closed |
$12.7K - $14.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-99Closed |
$10.1K - $11.6K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-72Closed |
$7.37K - $8.4K
|
0
$0
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-51Closed |
$5.22K - $5.95K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11Closed |
$1.13K - $1.28K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-9- 0.37% |
$921 - $1.05K
|
2.43K
$270K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-191KClosed |
$20.7M - $23M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-49.6KClosed |
$5.37M - $5.96M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-16.7KClosed |
$1.81M - $2.01M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-10.3K- 33.23% |
$1.12M - $1.24M
|
20.7K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$487K - $541K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2.13KClosed |
$231K - $256K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$212K - $235K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-610Closed |
$66K - $73.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-424Closed |
$45.9K - $51K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-231Closed |
$25K - $27.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-221Closed |
$23.9K - $26.6K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-220Closed |
$23.8K - $26.5K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-152Closed |
$16.5K - $18.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-134Closed |
$14.5K - $16.1K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-126Closed |
$13.6K - $15.2K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-82Closed |
$8.88K - $9.87K
|
0
$0
|