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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.07K- 35.18% |
$93.7K - $118K
|
1.97K
$212K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.05KNew |
$179K - $225K
|
2.05K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.21KNew |
$194K - $243K
|
2.21K
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.76K+ 22.4% |
$417K - $524K
|
26K
$2.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
103+ 4.82% |
$9.02K - $11.3K
|
2.24K
$241K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
12+ 0.38% |
$1.05K - $1.32K
|
3.16K
$340K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
442+ 6.16% |
$38.7K - $48.7K
|
7.62K
$821K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$35.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.85KNew |
$162K - $204K
|
1.85K
$199K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.4% |
$138K - $173K
|
27.6K
$2.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.41% |
$175 - $220
|
494
$53.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
2.07KNew |
$182K - $228K
|
2.07K
$223K
|
|
| Q3 2023 | |||||||
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-630- 22.08% |
$58.5K - $66.3K
|
2.22K
$239K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-51- 2.08% |
$4.74K - $5.36K
|
2.4K
$259K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.5K- 61.68% |
$789K - $894K
|
5.28K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.77K- 10.04% |
$164K - $186K
|
15.8K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
1.5K+ 42.86% |
$139K - $158K
|
5K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 59.0% |
$183K - $207K
|
1.37K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-39.9K- 36.1% |
$3.71M - $4.2M
|
70.7K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.16% |
$1.39K - $1.58K
|
9.13K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.8K+ 4.75% |
$1.65M - $1.87M
|
392K
$42.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
445New |
$41.3K - $46.8K
|
445
$47.9K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.83% |
$1.39K - $1.58K
|
1.78K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
34.2K+ 529.96% |
$3.17M - $3.59M
|
40.6K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$938K - $1.06M
|
10.1K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-605- 0.33% |
$56.2K - $63.6K
|
184K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-200Closed |
$18.6K - $21K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-34- 6.8% |
$3.16K - $3.58K
|
466
$50.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
4.94KNew |
$458K - $519K
|
4.94K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-758Closed |
$70.4K - $79.7K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.28K+ 46.3% |
$119K - $135K
|
4.05K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-100- 16.67% |
$9.29K - $10.5K
|
500
$53.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.6KNew |
$428K - $484K
|
4.6K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 11.56% |
$109K - $123K
|
11.3K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.58KNew |
$332K - $376K
|
3.58K
$385K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.83KNew |
$356K - $403K
|
3.83K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.54K- 25.17% |
$143K - $162K
|
4.58K
$493K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-28.6K- 22.56% |
$2.66M - $3.01M
|
98.2K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9KNew |
$836K - $946K
|
9K
$969K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.69K+ 9.22% |
$435K - $493K
|
55.5K
$5.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.81K- 7.29% |
$168K - $190K
|
23K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
396+ 12.73% |
$36.8K - $41.6K
|
3.51K
$378K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-41.7K- 5.51% |
$3.88M - $4.39M
|
716K
$77.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-702- 1.08% |
$65.2K - $73.8K
|
64.4K
$6.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
496New |
$46.1K - $52.2K
|
496
$53.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
20+ 0.16% |
$1.86K - $2.1K
|
12.5K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-114K- 59.67% |
$10.6M - $12M
|
77.3K
$8.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.19KNew |
$203K - $230K
|
2.19K
$236K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 2.69% |
$196K - $222K
|
76.3K
$8.22M
|
|