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 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-12.9K- 67.23% |
$1.17M - $1.28M
|
6.27K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
167+ 1.75% |
$15.2K - $16.7K
|
9.73K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-421- 6.74% |
$38.4K - $42K
|
5.82K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
131KNew |
$11.9M - $13.1M
|
131K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
2.41KNew |
$220K - $241K
|
2.41K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 54.0% |
$524K - $573K
|
4.89K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.44K- 2.35% |
$131K - $144K
|
59.8K
$6.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-378K- 46.35% |
$34.4M - $37.7M
|
437K
$47.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
71New |
$6.47K - $7.09K
|
71
$7.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
195K+ 1515.88% |
$17.7M - $19.4M
|
207K
$22.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$1.82M - $2M
|
20K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
149K+ 107.19% |
$13.6M - $14.8M
|
288K
$31.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
195New |
$17.8K - $19.5K
|
195
$21.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-113- 3.82% |
$10.3K - $11.3K
|
2.85K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254+ 29.2% |
$23.1K - $25.4K
|
1.12K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.69K+ 2.21% |
$245K - $268K
|
125K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
165+ 14.47% |
$15K - $16.5K
|
1.31K
$142K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.6K+ 2.01% |
$1.97M - $2.16M
|
1.1M
$119M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-194- 6.77% |
$17.7K - $19.4K
|
2.67K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-768- 0.59% |
$70K - $76.7K
|
129K
$14M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
873+ 53.26% |
$79.6K - $87.1K
|
2.51K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.1K- 16.56% |
$100K - $110K
|
5.54K
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.81KNew |
$256K - $280K
|
2.81K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-59.7K- 59.48% |
$5.44M - $5.96M
|
40.7K
$4.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.73K- 40.92% |
$249K - $273K
|
3.95K
$428K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
150+ 5.26% |
$13.7K - $15K
|
3K
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.02K+ 32.17% |
$92.5K - $101K
|
4.17K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
16New |
$1.46K - $1.6K
|
16
$1.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-29.9K- 31.93% |
$2.72M - $2.98M
|
63.7K
$6.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
2.96KNew |
$270K - $295K
|
2.96K
$321K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
141+ 4.66% |
$12.9K - $14.1K
|
3.17K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.4KNew |
$1.59M - $1.74M
|
17.4K
$1.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.73K+ 0.43% |
$248K - $272K
|
638K
$69.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$91.1 - $99.8
|
2.34K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.2K- 18.69% |
$1.75M - $1.92M
|
83.5K
$9.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-280- 1.87% |
$25.5K - $27.9K
|
14.7K
$1.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
128+ 4.0% |
$11.7K - $12.8K
|
3.33K
$362K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.87KNew |
$353K - $387K
|
3.87K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.39K+ 0.97% |
$127K - $139K
|
145K
$15.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
84+ 0.72% |
$7.66K - $8.38K
|
11.8K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.69K+ 5.39% |
$792K - $867K
|
170K
$18.4M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-476- 10.04% |
$43.4K - $47.5K
|
4.27K
$463K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.73K- 12.37% |
$523K - $572K
|
40.6K
$4.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.63K+ 100.08% |
$240K - $263K
|
5.27K
$572K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
2.32KNew |
$212K - $232K
|
2.32K
$252K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-519- 3.42% |
$47.3K - $51.8K
|
14.7K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
113+ 104.63% |
$10.3K - $11.3K
|
221
$24K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$246K - $270K
|
2.7K
$293K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.2KNew |
$109K - $120K
|
1.2K
$130K
|