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 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58+ 1.07% |
$6.12K - $6.86K
|
5.47K
$589K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
647New |
$68.3K - $76.6K
|
647
$69.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 45.68% |
$180K - $202K
|
5.43K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-371- 1.77% |
$39.2K - $43.9K
|
20.6K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
986+ 1.5% |
$104K - $117K
|
66.5K
$7.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.29K+ 3.17% |
$347K - $389K
|
107K
$11.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$197K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$191K - $215K
|
1.81K
$195K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-373- 3.22% |
$39.4K - $44.1K
|
11.2K
$1.21M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
18+ 1.05% |
$1.9K - $2.13K
|
1.73K
$186K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
432+ 49.88% |
$45.6K - $51.1K
|
1.3K
$140K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
100+ 20.12% |
$10.6K - $11.8K
|
597
$64.3K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
1.84KNew |
$194K - $217K
|
1.84K
$198K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-60- 2.93% |
$6.33K - $7.1K
|
1.99K
$214K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-82- 0.54% |
$8.65K - $9.7K
|
15.2K
$1.64M
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-21.3KClosed |
$2.18M - $2.36M
|
0
$0
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.49KClosed |
$254K - $276K
|
0
$0
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.5K- 29.37% |
$1.69M - $1.83M
|
39.8K
$4.29M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-105KClosed |
$10.8M - $11.7M
|
0
$0
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.22KClosed |
$226K - $246K
|
0
$0
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
155New |
$15.8K - $17.2K
|
155
$16.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
472New |
$48.2K - $52.3K
|
472
$50.8K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.9KNew |
$500K - $543K
|
4.9K
$527K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$347K - $377K
|
3.4K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.7K- 2.94% |
$1.4M - $1.52M
|
453K
$48.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.2KNew |
$225K - $244K
|
2.2K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.8K- 89.83% |
$1.71M - $1.86M
|
1.9K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-636- 9.48% |
$65K - $70.5K
|
6.07K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-24K- 73.62% |
$2.45M - $2.66M
|
8.6K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
280New |
$28.6K - $31K
|
280
$30.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
800New |
$81.7K - $88.7K
|
800
$86.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$51.1K - $55.4K
|
23.9K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
5.86K+ 4.03% |
$598K - $649K
|
151K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.6K- 25.38% |
$266K - $288K
|
7.65K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$3.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 6.23% |
$541K - $587K
|
79.7K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.06M- 91.62% |
$211M - $229M
|
189K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
73.6K+ 37.67% |
$7.51M - $8.16M
|
269K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
500+ 6.58% |
$51.1K - $55.4K
|
8.1K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
32KNew |
$3.27M - $3.55M
|
32K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.59% |
$5.11K - $5.54K
|
8.39K
$904K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 1.53% |
$4.7K - $5.1K
|
2.96K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
241New |
$24.6K - $26.7K
|
241
$26K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-173- 3.12% |
$17.7K - $19.2K
|
5.36K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-42.8K- 99.52% |
$4.37M - $4.75M
|
205
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.03% |
$102 - $111
|
3.26K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
713+ 78.78% |
$72.8K - $79.1K
|
1.62K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
495New |
$50.6K - $54.9K
|
495
$53.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
187New |
$19.1K - $20.7K
|
187
$20.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-331K- 4.36% |
$33.8M - $36.7M
|
7.24M
$780M
|
|