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 |
---|---|---|---|---|---|---|---|
Aug 12, 2020
Q2 2020
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-16.9KClosed |
$864K - $1.28M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-15.9KClosed |
$810K - $1.2M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-12.5KClosed |
$639K - $947K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-11.1KClosed |
$564K - $836K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-10.6KClosed |
$540K - $799K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.07KClosed |
$462K - $685K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-7.95KClosed |
$405K - $601K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Sp Asset Management
|
SELL
|
- |
-5.79KClosed |
$295K - $437K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.19KClosed |
$214K - $317K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-4KClosed |
$204K - $302K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-3.73KClosed |
$190K - $282K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-1.39KClosed |
$71K - $105K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-191Closed |
$9.74K - $14.4K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-61Closed |
$3.11K - $4.61K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-12Closed |
$612 - $907
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.21MClosed |
$59.2M - $103M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-476KClosed |
$23.4M - $40.7M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-238KClosed |
$11.7M - $20.3M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-234KClosed |
$11.5M - $20M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Requisite Capital Management, LLC
|
SELL
|
- |
-96.5KClosed |
$4.74M - $8.26M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-80.3KClosed |
$3.94M - $6.87M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-65.5KClosed |
$3.22M - $5.6M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-55.1KClosed |
$2.71M - $4.71M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-41.9KClosed |
$2.06M - $3.58M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-32.7KClosed |
$1.61M - $2.8M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-23.1KClosed |
$1.13M - $1.97M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-16.3KClosed |
$802K - $1.4M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Pendal Group LTD
|
SELL
|
- |
-16.2KClosed |
$796K - $1.39M
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-14.8KClosed |
$724K - $1.26M
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-12KClosed |
$589K - $1.03M
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10.5KClosed |
$516K - $899K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-9.04KClosed |
$444K - $773K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-7.88KClosed |
$387K - $674K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-6.57KClosed |
$323K - $562K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.88KClosed |
$289K - $503K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.73KClosed |
$281K - $490K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-5KClosed |
$246K - $428K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.51KClosed |
$221K - $385K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.77KClosed |
$185K - $322K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-3.57KClosed |
$175K - $305K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.52KClosed |
$173K - $301K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$154K - $269K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.78KClosed |
$136K - $237K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$134K - $233K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Carlson Capital Management
|
SELL
|
- |
-2.57KClosed |
$126K - $220K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.57KClosed |
$126K - $219K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.54KClosed |
$125K - $217K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-2.46KClosed |
$121K - $210K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$118K - $206K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
New Capital Management LP
|
SELL
|
- |
-987Closed |
$48.5K - $84.4K
|
0
$0
|