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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.1KNew |
$465K - $509K
|
5.1K
$554K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.01KNew |
$183K - $201K
|
2.01K
$219K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.07% |
$456 - $499
|
7.56K
$821K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-267- 6.14% |
$24.3K - $26.6K
|
4.08K
$443K
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
152+ 6.82% |
$13.9K - $15.2K
|
2.38K
$258K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-590- 2.09% |
$53.8K - $58.9K
|
27.7K
$3.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-4- 0.15% |
$365 - $399
|
2.66K
$289K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 18.22% |
$13K - $14.3K
|
642
$69.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-1- 1.96% |
$91.1 - $99.8
|
50
$5.43K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 23.63% |
$207K - $241K
|
7.23K
$785K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.93KClosed |
$270K - $316K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2KClosed |
$185K - $215K
|
0
$0
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$277 - $323
|
2.27K
$247K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-129- 1.93% |
$11.9K - $13.9K
|
6.56K
$712K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-4.22K- 13.92% |
$389K - $454K
|
26.1K
$2.83M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.66KNew |
$615K - $717K
|
6.66K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.62K+ 235.51% |
$519K - $606K
|
8.01K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-14.8K- 81.44% |
$1.37M - $1.59M
|
3.37K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.58K+ 399.17% |
$884K - $1.03M
|
12K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
100+ 3.7% |
$9.23K - $10.8K
|
2.8K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
3KNew |
$277K - $323K
|
3K
$326K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
45+ 0.73% |
$4.15K - $4.85K
|
6.19K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
110KNew |
$10.1M - $11.8M
|
110K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5+ 0.04% |
$461 - $538
|
11.7K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-2.55K- 8.04% |
$235K - $275K
|
29.2K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-564- 9.72% |
$52K - $60.7K
|
5.24K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-25.3K- 57.3% |
$2.34M - $2.73M
|
18.9K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 3.85% |
$92.3 - $108
|
27
$2.93K
|
|
|
May 15, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.99KNew |
$368K - $430K
|
3.99K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-398- 2.87% |
$36.7K - $42.9K
|
13.4K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.29KNew |
$211K - $246K
|
2.29K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-126- 1.94% |
$11.6K - $13.6K
|
6.38K
$693K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-532- 17.92% |
$49.1K - $57.3K
|
2.44K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
76New |
$7.01K - $8.18K
|
76
$8.25K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-68- 0.57% |
$6.27K - $7.32K
|
11.8K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-150K- 75.43% |
$13.8M - $16.1M
|
48.8K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
142New |
$13.1K - $15.3K
|
142
$15.4K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30New |
$2.77K - $3.23K
|
30
$3.26K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9New |
$830 - $969
|
9
$977
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-32- 8.08% |
$2.95K - $3.45K
|
364
$39.5K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-238- 3.11% |
$22K - $25.6K
|
7.41K
$804K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.3KNew |
$1.78M - $2.08M
|
19.3K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.54KNew |
$511K - $596K
|
5.54K
$601K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
371New |
$34.2K - $39.9K
|
371
$40.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
208New |
$19.2K - $22.4K
|
208
$22.6K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.81% |
$1.94K - $2.26K
|
2.61K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.2MNew |
$1.4B - $1.63B
|
15.2M
$1.65B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
205+ 31.35% |
$18.9K - $22.1K
|
859
$93.3K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3+ 0.09% |
$277 - $323
|
3.17K
$345K
|
|