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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
137New |
$12.2K - $14K
|
137
$14.9K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
240New |
$21.4K - $24.5K
|
240
$26.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
13New |
$1.16K - $1.33K
|
13
$1.41K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
3.08K+ 49.69% |
$274K - $315K
|
9.28K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.2KNew |
$2.16M - $2.47M
|
24.2K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-32- 1.32% |
$2.85K - $3.27K
|
2.4K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
25+ 0.23% |
$2.23K - $2.55K
|
10.8K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
646New |
$57.6K - $66K
|
646
$70.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.37% |
$89.1 - $102
|
272
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
63+ 1.65% |
$5.61K - $6.43K
|
3.88K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
155KNew |
$13.8M - $15.8M
|
155K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
247New |
$22K - $25.2K
|
247
$26.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$535 - $613
|
6
$651
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2KNew |
$178K - $204K
|
2K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
18.1K+ 27.02% |
$1.61M - $1.85M
|
85.1K
$9.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
55New |
$4.9K - $5.62K
|
55
$5.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.17K- 4.88% |
$104K - $120K
|
22.9K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.94K+ 121.6% |
$530K - $607K
|
10.8K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-145- 6.16% |
$12.9K - $14.8K
|
2.21K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 5.81% |
$139K - $159K
|
25.3K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
17.3KNew |
$1.54M - $1.77M
|
17.3K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.77KNew |
$246K - $282K
|
2.77K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
99New |
$8.82K - $10.1K
|
99
$10.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-812- 45.44% |
$72.3K - $82.9K
|
975
$106K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
174+ 174.0% |
$15.5K - $17.8K
|
274
$29.8K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.83KNew |
$252K - $289K
|
2.83K
$307K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
752New |
$67K - $76.8K
|
752
$81.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.25% |
$802 - $919
|
3.6K
$391K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
PUT |
1.9KNew |
$169K - $194K
|
1.9K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
438+ 6.9% |
$39K - $44.7K
|
6.79K
$737K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 26.62% |
$304K - $348K
|
9.4K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.18K- 17.08% |
$461K - $529K
|
25.1K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.11KNew |
$98.8K - $113K
|
1.11K
$120K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
9.18K+ 6200.0% |
$817K - $937K
|
9.32K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.07KNew |
$362K - $415K
|
4.07K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
27K+ 5.73% |
$2.41M - $2.76M
|
499K
$54.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
2.13KNew |
$190K - $218K
|
2.13K
$232K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.52KNew |
$581K - $666K
|
6.52K
$708K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.73K+ 10.29% |
$510K - $585K
|
61.4K
$6.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
49+ 0.2% |
$4.37K - $5K
|
24.2K
$2.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.1KNew |
$98.2K - $113K
|
1.1K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$198K - $227K
|
2.22K
$241K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
295+ 2.95% |
$26.3K - $30.1K
|
10.3K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-75- 3.16% |
$6.68K - $7.66K
|
2.3K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9.36K- 19.87% |
$834K - $956K
|
37.8K
$4.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
39.2K+ 38.45% |
$3.49M - $4M
|
141K
$15.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-514- 5.19% |
$45.8K - $52.5K
|
9.39K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.6K- 38.39% |
$142K - $163K
|
2.56K
$278K
|