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 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.49KNew |
$254K - $275K
|
2.49K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.93K+ 5.57% |
$914K - $987K
|
169K
$18.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.74K- 0.54% |
$178K - $193K
|
323K
$34.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-75- 2.11% |
$7.68K - $8.29K
|
3.48K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.23K+ 107.78% |
$228K - $247K
|
4.3K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
23New |
$2.35K - $2.54K
|
23
$2.48K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-236- 5.44% |
$24.2K - $26.1K
|
4.1K
$442K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-319Closed |
$32.6K - $35.3K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4.27KNew |
$437K - $471K
|
4.27K
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
7.96KNew |
$815K - $880K
|
7.96K
$857K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-392- 13.18% |
$40.1K - $43.3K
|
2.58K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
574+ 27.04% |
$58.7K - $63.4K
|
2.7K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
90+ 5.83% |
$9.21K - $9.95K
|
1.63K
$176K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-570- 16.4% |
$58.3K - $63K
|
2.91K
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-65- 8.03% |
$6.65K - $7.18K
|
744
$80.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-50- 1.51% |
$5.12K - $5.53K
|
3.25K
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-16K- 4.99% |
$1.64M - $1.77M
|
305K
$32.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.74KNew |
$280K - $303K
|
2.74K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.5K+ 795.83% |
$1.17M - $1.27M
|
12.9K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-9.4K- 61.84% |
$962K - $1.04M
|
5.8K
$625K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-540- 6.6% |
$55.3K - $59.7K
|
7.64K
$823K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
240+ 18.39% |
$24.6K - $26.5K
|
1.55K
$166K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.39KNew |
$552K - $596K
|
5.39K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
487+ 26.3% |
$49.8K - $53.8K
|
2.34K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-135- 0.93% |
$13.8K - $14.9K
|
14.4K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
5.27KNew |
$539K - $582K
|
5.27K
$567K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
330New |
$33.8K - $36.5K
|
330
$35.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 6.64% |
$195K - $211K
|
30.6K
$3.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-8.01K- 2.71% |
$820K - $885K
|
288K
$31M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
3.44K+ 8.06% |
$352K - $380K
|
46.1K
$4.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
4.39K+ 32.44% |
$449K - $485K
|
17.9K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
183+ 3.86% |
$18.7K - $20.2K
|
4.92K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7+ 31.82% |
$716 - $774
|
29
$3.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-37- 2.17% |
$3.79K - $4.09K
|
1.67K
$179K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
100+ 1.79% |
$10.2K - $11.1K
|
5.67K
$611K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
3.62KNew |
$370K - $400K
|
3.62K
$390K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
297New |
$30.4K - $32.8K
|
297
$32K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
66.1KNew |
$6.76M - $7.3M
|
66.1K
$7.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-21- 5.54% |
$2.15K - $2.32K
|
358
$38.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-89- 0.39% |
$9.11K - $9.84K
|
22.9K
$2.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-17.7K- 45.93% |
$1.81M - $1.95M
|
20.8K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-552- 22.6% |
$56.5K - $61K
|
1.89K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-454- 0.45% |
$46.5K - $50.2K
|
101K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.39% |
$102 - $111
|
260
$28K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$193K - $208K
|
1.88K
$203K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
218+ 4.31% |
$22.3K - $24.1K
|
5.28K
$568K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2K- 2.98% |
$205K - $221K
|
65.1K
$7.01M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
100+ 3.75% |
$8.76K - $11K
|
2.77K
$298K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
187+ 4.27% |
$16.4K - $20.6K
|
4.57K
$492K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-47.2KClosed |
$4.14M - $5.2M
|
0
$0
|
|