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 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.03K- 20.39% |
$109K - $122K
|
4.02K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.03K- 2.59% |
$108K - $121K
|
38.5K
$4.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.02K- 7.42% |
$107K - $120K
|
12.7K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1K- 3.8% |
$106K - $119K
|
25.4K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1K- 18.74% |
$106K - $118K
|
4.34K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-993- 1.7% |
$105K - $118K
|
57.3K
$7.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-992- 3.87% |
$105K - $117K
|
24.6K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-987- 9.81% |
$104K - $117K
|
9.08K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-985- 2.66% |
$104K - $117K
|
36.1K
$4.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-983- 1.96% |
$104K - $116K
|
49.2K
$6.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$582K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-968- 2.06% |
$102K - $115K
|
46.1K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-955- 2.7% |
$101K - $113K
|
34.5K
$4.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-951- 2.95% |
$100K - $113K
|
31.3K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-928- 7.65% |
$97.9K - $110K
|
11.2K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-919- 3.76% |
$97K - $109K
|
23.5K
$2.98M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-910- 27.28% |
$96K - $108K
|
2.43K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-906- 26.62% |
$95.6K - $107K
|
2.5K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-900- 2.42% |
$95K - $107K
|
36.3K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-898- 1.57% |
$94.8K - $106K
|
56.4K
$7.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-895- 1.29% |
$94.4K - $106K
|
68.4K
$8.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-892- 4.15% |
$94.1K - $106K
|
20.6K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-867- 6.34% |
$91.5K - $103K
|
12.8K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-864- 4.0% |
$91.2K - $102K
|
20.8K
$2.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-863- 7.15% |
$91.1K - $102K
|
11.2K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-861- 0.88% |
$90.9K - $102K
|
97.5K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-850- 3.34% |
$89.7K - $101K
|
24.6K
$3.12M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-847- 17.04% |
$89.4K - $100K
|
4.12K
$522K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-844- 2.36% |
$89.1K - $99.9K
|
34.9K
$4.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-835- 3.01% |
$88.1K - $98.8K
|
26.9K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-832- 1.69% |
$87.8K - $98.5K
|
48.4K
$6.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 8.61% |
$87.4K - $98K
|
8.79K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-826- 0.42% |
$87.2K - $97.7K
|
198K
$25.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-820- 2.17% |
$86.5K - $97K
|
36.9K
$4.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-817- 10.78% |
$86.2K - $96.7K
|
6.76K
$855K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-790- 10.78% |
$83.4K - $93.5K
|
6.54K
$828K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-788- 1.6% |
$83.2K - $93.3K
|
48.4K
$6.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-784- 22.98% |
$82.7K - $92.8K
|
2.63K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-776- 2.77% |
$81.9K - $91.8K
|
27.2K
$3.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-768- 6.0% |
$81K - $90.9K
|
12K
$1.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-765- 0.85% |
$80.7K - $90.5K
|
89.7K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-754- 1.2% |
$79.6K - $89.2K
|
61.9K
$7.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-752- 7.59% |
$79.4K - $89K
|
9.16K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-752- 7.91% |
$79.4K - $89K
|
8.76K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-750- 0.5% |
$79.1K - $88.8K
|
150K
$18.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-739- 9.45% |
$78K - $87.5K
|
7.08K
$896K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-739- 18.06% |
$78K - $87.5K
|
3.35K
$424K
|