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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-167- 8.02% |
$17.6K - $19.8K
|
1.91K
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.15KNew |
$333K - $373K
|
3.15K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.05K- 30.54% |
$216K - $242K
|
4.65K
$501K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-14- 0.71% |
$1.48K - $1.66K
|
1.95K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
498+ 1.11% |
$52.6K - $58.9K
|
45.5K
$4.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-906- 26.62% |
$95.6K - $107K
|
2.5K
$269K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
21+ 0.24% |
$2.22K - $2.49K
|
8.82K
$950K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-37- 92.5% |
$3.9K - $4.38K
|
3
$323
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-17- 0.77% |
$1.79K - $2.01K
|
2.2K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-50- 1.05% |
$5.28K - $5.92K
|
4.71K
$507K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 1.37% |
$14.1M - $15.8M
|
9.9M
$1.07B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.8K- 0.21% |
$823K - $923K
|
3.78M
$407M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-44- 8.26% |
$4.64K - $5.21K
|
489
$52.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$106 - $118
|
19K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.74KNew |
$184K - $206K
|
1.74K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-37- 0.48% |
$3.9K - $4.38K
|
7.61K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-19- 0.57% |
$2.01K - $2.25K
|
3.29K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-317- 4.3% |
$33.5K - $37.5K
|
7.05K
$760K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-274- 4.4% |
$28.9K - $32.4K
|
5.95K
$641K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.39K- 7.36% |
$252K - $283K
|
30.1K
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
402+ 1.31% |
$42.4K - $47.6K
|
31.2K
$3.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$68.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.72KNew |
$181K - $203K
|
1.72K
$185K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.5KNew |
$475K - $533K
|
4.5K
$485K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-30- 0.59% |
$3.17K - $3.55K
|
5.1K
$549K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
138+ 0.94% |
$14.6K - $16.3K
|
14.8K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
79+ 2.78% |
$8.34K - $9.35K
|
2.92K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.45K- 12.95% |
$153K - $171K
|
9.72K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-36- 3.07% |
$3.8K - $4.26K
|
1.14K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11- 68.75% |
$1.16K - $1.3K
|
5
$539
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.89K+ 56.42% |
$305K - $342K
|
8K
$862K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.03KNew |
$214K - $240K
|
2.03K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
254+ 40.0% |
$26.8K - $30.1K
|
889
$95.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
23+ 1.14% |
$2.43K - $2.72K
|
2.04K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-129- 3.09% |
$13.6K - $15.3K
|
4.05K
$436K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-240- 0.21% |
$25.3K - $28.4K
|
113K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.17K- 13.84% |
$123K - $138K
|
7.27K
$783K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-414- 9.58% |
$43.7K - $49K
|
3.91K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
19New |
$2.01K - $2.25K
|
19
$2.05K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 58.79% |
$260K - $292K
|
1.73K
$186K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 134.15% |
$11.6K - $13K
|
192
$20.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$194K - $218K
|
1.84K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-690- 32.49% |
$72.8K - $81.7K
|
1.43K
$154K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-706- 25.83% |
$74.5K - $83.5K
|
2.03K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-149- 6.89% |
$15.7K - $17.6K
|
2.02K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.52K+ 3.42% |
$160K - $180K
|
45.9K
$4.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 1.56% |
$1.16K - $1.3K
|
693
$74.6K
|