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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$496K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.55K+ 56.65% |
$136K - $171K
|
4.29K
$462K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
23.5KNew |
$2.06M - $2.58M
|
23.5K
$2.53M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
502New |
$44K - $55.3K
|
502
$54.1K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
143New |
$12.5K - $15.7K
|
143
$15.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 20.0% |
$876 - $1.1K
|
40
$4.31K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
600New |
$52.6K - $66.1K
|
600
$64.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.34% |
$87.6 - $110
|
299
$32.2K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
30+ 1.0% |
$2.63K - $3.3K
|
3.04K
$327K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.14% |
$263 - $330
|
2.17K
$234K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7New |
$613 - $771
|
7
$754
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.43% |
$87.6 - $110
|
231
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-21.4K- 60.53% |
$1.88M - $2.36M
|
14K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
590New |
$51.7K - $65K
|
590
$63.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.81MNew |
$159M - $200M
|
1.81M
$195M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27- 25.0% |
$2.37K - $2.97K
|
81
$8.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
83.8KNew |
$7.34M - $9.23M
|
83.8K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
9.15KNew |
$802K - $1.01M
|
9.15K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
66.5KNew |
$5.83M - $7.32M
|
66.5K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 47400.0% |
$166K - $209K
|
1.9K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.2K- 9.44% |
$1.33M - $1.67M
|
146K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.1KNew |
$184K - $231K
|
2.1K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
75New |
$6.57K - $8.26K
|
75
$8.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-106- 3.42% |
$9.29K - $11.7K
|
3K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.88KNew |
$690K - $867K
|
7.88K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
6+ 0.21% |
$526 - $661
|
2.86K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
452New |
$39.6K - $49.8K
|
452
$48.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$1.15M - $1.44M
|
13.1K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.76KNew |
$242K - $304K
|
2.76K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
111KNew |
$9.72M - $12.2M
|
111K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8- 0.06% |
$701 - $881
|
12.8K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.95KNew |
$170K - $214K
|
1.95K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
1.89KNew |
$165K - $208K
|
1.89K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
409New |
$35.8K - $45K
|
409
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21New |
$1.84K - $2.31K
|
21
$2.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
114+ 4.92% |
$9.99K - $12.6K
|
2.43K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
260New |
$22.8K - $28.6K
|
260
$28K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
67.2KNew |
$5.89M - $7.4M
|
67.2K
$7.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
60+ 1.93% |
$5.26K - $6.61K
|
3.17K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
18+ 0.7% |
$1.58K - $1.98K
|
2.6K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.4K+ 13.99% |
$908K - $1.14M
|
84.5K
$9.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
28.1KNew |
$2.46M - $3.09M
|
28.1K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-65.5K- 66.56% |
$5.74M - $7.21M
|
32.9K
$3.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$948K - $1.19M
|
10.8K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.15KNew |
$188K - $237K
|
2.15K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.92K+ 2.96% |
$255K - $321K
|
102K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
27.4K+ 6.77% |
$2.4M - $3.02M
|
433K
$46.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
31KNew |
$2.72M - $3.42M
|
31K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-10.2K- 63.38% |
$896K - $1.13M
|
5.91K
$637K
|