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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-590K- 72.55% |
$60.4M - $65.2M
|
223K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 70.02% |
$108K - $116K
|
2.55K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-331- 14.78% |
$33.9K - $36.6K
|
1.91K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
8.83KNew |
$904K - $976K
|
8.83K
$951K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.89K- 3.69% |
$398K - $430K
|
102K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.33K- 16.95% |
$239K - $258K
|
11.4K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
295KNew |
$30.2M - $32.6M
|
295K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11KNew |
$1.12M - $1.21M
|
11K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2.2KNew |
$225K - $243K
|
2.2K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-160- 14.44% |
$16.4K - $17.7K
|
948
$102K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
13.7KNew |
$1.4M - $1.51M
|
13.7K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-118K- 86.1% |
$12.1M - $13M
|
19K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.3K+ 61.53% |
$338K - $365K
|
8.66K
$933K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.15KNew |
$220K - $237K
|
2.15K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4.47K- 84.35% |
$458K - $494K
|
830
$89.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.1K- 4.32% |
$3.7M - $3.99M
|
799K
$86.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.4K+ 28.05% |
$9.36M - $10.1M
|
417K
$45M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
517New |
$52.9K - $57.1K
|
517
$55.7K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-89- 0.11% |
$9.11K - $9.84K
|
82.6K
$8.89M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.16KNew |
$119K - $128K
|
1.16K
$125K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-254- 26.0% |
$26K - $28.1K
|
723
$77.9K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-457- 13.35% |
$46.8K - $50.5K
|
2.97K
$320K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.76K- 76.44% |
$897K - $968K
|
2.7K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.82K- 25.42% |
$288K - $311K
|
8.26K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-14.2K- 76.69% |
$1.45M - $1.56M
|
4.3K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-65- 2.79% |
$6.65K - $7.18K
|
2.26K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
8.66KNew |
$886K - $957K
|
8.66K
$933K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
118+ 68.21% |
$12.1K - $13K
|
291
$31.3K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
421+ 10.71% |
$43.1K - $46.5K
|
4.35K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.06KNew |
$211K - $228K
|
2.06K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-328- 0.18% |
$33.6K - $36.3K
|
186K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
77+ 0.56% |
$7.88K - $8.51K
|
13.8K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 34.86% |
$3.89K - $4.2K
|
147
$15.8K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.38% |
$102 - $111
|
263
$28.3K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-73- 0.15% |
$7.47K - $8.07K
|
48.7K
$5.25M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-854- 57.94% |
$87.4K - $94.4K
|
620
$66.8K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
925+ 162.28% |
$94.7K - $102K
|
1.5K
$161K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
38+ 1.6% |
$3.89K - $4.2K
|
2.41K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-4- 0.01% |
$409 - $442
|
62.6K
$6.74M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-390- 15.6% |
$39.9K - $43.1K
|
2.11K
$227K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
182+ 0.15% |
$18.6K - $20.1K
|
119K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.96KClosed |
$201K - $217K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
130+ 4.68% |
$13.3K - $14.4K
|
2.91K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 41.71% |
$191K - $207K
|
2.62K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.04KNew |
$311K - $335K
|
3.04K
$327K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
132KNew |
$13.6M - $14.6M
|
132K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
65.7KNew |
$6.72M - $7.26M
|
65.7K
$7.08M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.09K+ 31.41% |
$112K - $121K
|
4.57K
$493K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
120New |
$12.3K - $13.3K
|
120
$12.9K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15New |
$1.54K - $1.66K
|
15
$1.62K
|