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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-517- 58.02% |
$48K - $54.4K
|
374
$40.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.24KNew |
$208K - $236K
|
2.24K
$244K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
48.2K+ 150.6% |
$4.48M - $5.07M
|
80.2K
$8.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11New |
$1.02K - $1.16K
|
11
$1.19K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.09K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.19K- 30.78% |
$203K - $230K
|
4.92K
$534K
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.5K- 4.14% |
$232K - $263K
|
57.9K
$6.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.07K+ 2.04% |
$285K - $323K
|
153K
$16.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
46.1K+ 252.43% |
$4.29M - $4.85M
|
64.4K
$6.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.24% |
$929 - $1.05K
|
4.25K
$461K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-49- 0.85% |
$4.55K - $5.15K
|
5.73K
$622K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-344- 1.96% |
$32K - $36.2K
|
17.2K
$1.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.55K- 2.75% |
$330K - $374K
|
126K
$13.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
14.3K+ 26.9% |
$1.33M - $1.5M
|
67.4K
$7.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-22.2K- 38.69% |
$2.06M - $2.33M
|
35.1K
$3.81M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-15.1K- 27.02% |
$1.4M - $1.59M
|
40.7K
$4.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
6.49KNew |
$603K - $682K
|
6.49K
$705K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
9New |
$836 - $946
|
9
$977
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
238+ 4.25% |
$22.1K - $25K
|
5.84K
$634K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$2.32K - $2.63K
|
25
$2.71K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.16K- 2.23% |
$200K - $227K
|
94.6K
$10.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-67- 20.87% |
$6.22K - $7.05K
|
254
$27.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-358- 15.36% |
$33.3K - $37.6K
|
1.97K
$214K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
18New |
$1.67K - $1.89K
|
18
$1.95K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.55K+ 27.03% |
$144K - $162K
|
7.26K
$788K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
84+ 0.33% |
$7.8K - $8.83K
|
25.6K
$2.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-274- 9.17% |
$25.5K - $28.8K
|
2.71K
$295K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
770+ 0.96% |
$71.5K - $81K
|
81.3K
$8.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.39% |
$929 - $1.05K
|
2.54K
$276K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.3KNew |
$214K - $242K
|
2.3K
$250K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-5.27K- 31.29% |
$489K - $554K
|
11.6K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
117New |
$10.9K - $12.3K
|
117
$12.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-136- 44.44% |
$12.6K - $14.3K
|
170
$18.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.76% |
$1.86K - $2.1K
|
2.6K
$282K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.13KNew |
$198K - $224K
|
2.13K
$231K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.27% |
$9.48K - $10.7K
|
38.2K
$4.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
10New |
$929 - $1.05K
|
10
$1.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.42% |
$1.49K - $1.68K
|
3.81K
$414K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2KNew |
$186K - $210K
|
2K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.11K- 48.22% |
$196K - $221K
|
2.26K
$245K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
5.03K+ 8.49% |
$468K - $529K
|
64.3K
$6.98M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.74KNew |
$255K - $288K
|
2.74K
$298K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-887- 3.26% |
$80.8K - $88.5K
|
26.3K
$2.86M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
260+ 1300.0% |
$23.7K - $26K
|
280
$30.4K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1M- 49.58% |
$91.1M - $99.8M
|
1.02M
$110M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.35KNew |
$123K - $135K
|
1.35K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
25.5KNew |
$2.32M - $2.55M
|
25.5K
$2.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.6KNew |
$2.24M - $2.45M
|
24.6K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15.6KNew |
$1.42M - $1.56M
|
15.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 4.0% |
$14.9K - $16.3K
|
3.92K
$425K
|
|