Latest Institutional Transactions on Ishares Core S&P Sm Cap ETF (IJR)
This table provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-350- 1.59% |
$36.9K - $41.4K
|
21.7K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.18% |
$106 - $118
|
86
$9.26K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
475New |
$50.1K - $56.2K
|
475
$51.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 16.43% |
$50.8K - $56.9K
|
2.45K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1K- 18.74% |
$106K - $118K
|
4.34K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-12.8K- 40.68% |
$1.35M - $1.51M
|
18.6K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9KNew |
$950K - $1.07M
|
9K
$969K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
1.14K+ 1.04% |
$120K - $135K
|
110K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.83KNew |
$193K - $216K
|
1.83K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-108- 7.84% |
$11.4K - $12.8K
|
1.27K
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.08KNew |
$536K - $601K
|
5.08K
$547K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.78K+ 5.61% |
$188K - $210K
|
33.4K
$3.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
13.8KNew |
$1.46M - $1.63M
|
13.8K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.21K+ 0.31% |
$128K - $143K
|
394K
$42.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-739- 18.06% |
$78K - $87.5K
|
3.35K
$361K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.02K+ 69.3% |
$213K - $239K
|
4.94K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.52K+ 14.34% |
$160K - $180K
|
12.1K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
126KNew |
$13.3M - $14.9M
|
126K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
419+ 18.05% |
$44.2K - $49.6K
|
2.74K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.72KNew |
$182K - $204K
|
1.72K
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17+ 0.23% |
$1.79K - $2.01K
|
7.32K
$788K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-81- 51.27% |
$8.55K - $9.59K
|
77
$8.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
357+ 285.6% |
$37.7K - $42.2K
|
482
$51.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2+ 0.04% |
$211 - $237
|
4.9K
$528K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.22K- 9.51% |
$128K - $144K
|
11.6K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 0.78% |
$21.3K - $23.9K
|
26.3K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.05K- 43.72% |
$216K - $243K
|
2.64K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.26KNew |
$238K - $267K
|
2.26K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 10.48% |
$1.37K - $1.54K
|
111
$12K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.13KNew |
$225K - $253K
|
2.13K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.27K+ 4.72% |
$134K - $150K
|
28.1K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-79- 0.41% |
$8.34K - $9.35K
|
19.3K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-100- 1.29% |
$10.6K - $11.8K
|
7.67K
$826K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.1% |
$317 - $355
|
3.11K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.05% |
$106 - $118
|
2.03K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.19K- 3.83% |
$126K - $141K
|
29.9K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.47K- 12.44% |
$155K - $174K
|
10.3K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-192- 6.24% |
$20.3K - $22.7K
|
2.89K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-256- 7.35% |
$27K - $30.3K
|
3.23K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
183+ 5.43% |
$19.3K - $21.7K
|
3.55K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.63KNew |
$277K - $311K
|
2.63K
$283K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.3% |
$633 - $710
|
1.98K
$213K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
44+ 7.96% |
$4.64K - $5.21K
|
597
$64.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-88.3K- 97.13% |
$9.32M - $10.4M
|
2.61K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-441- 19.57% |
$46.5K - $52.2K
|
1.81K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-291- 5.97% |
$30.7K - $34.4K
|
4.59K
$494K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
529+ 9.8% |
$55.8K - $62.6K
|
5.93K
$638K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.33K+ 2.19% |
$351K - $394K
|
155K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$495K
|