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 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-393- 5.94% |
$34.2K - $41.9K
|
6.22K
$676K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6K+ 866.23% |
$523K - $639K
|
6.7K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.66KNew |
$406K - $497K
|
4.66K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.42K+ 16.39% |
$211K - $258K
|
17.2K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.92KNew |
$167K - $204K
|
1.92K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-11.5K- 70.61% |
$1M - $1.23M
|
4.8K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
755+ 22.93% |
$65.7K - $80.4K
|
4.05K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.06MClosed |
$92M - $113M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
26.8K+ 59.84% |
$2.33M - $2.86M
|
71.7K
$7.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-698K- 90.17% |
$60.8M - $74.4M
|
76.1K
$8.27M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
629K+ 655.76% |
$54.8M - $67M
|
725K
$78.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.36KNew |
$205K - $251K
|
2.36K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.76KNew |
$502K - $614K
|
5.76K
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
17.5KNew |
$1.52M - $1.86M
|
17.5K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
12.7K+ 10.5% |
$1.1M - $1.35M
|
133K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.78KNew |
$329K - $403K
|
3.78K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-612- 9.25% |
$53.3K - $65.2K
|
6.01K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.26K+ 32.25% |
$197K - $241K
|
9.27K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
71.4KNew |
$6.21M - $7.6M
|
71.4K
$7.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.7KNew |
$757K - $926K
|
8.7K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
17New |
$1.48K - $1.81K
|
17
$1.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.93K- 0.58% |
$168K - $206K
|
331K
$35.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-92- 3.66% |
$8.01K - $9.8K
|
2.43K
$263K
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
99.5KNew |
$8.66M - $10.6M
|
99.5K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.42K+ 10.49% |
$559K - $684K
|
67.6K
$7.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-197- 38.63% |
$17.1K - $21K
|
313
$34K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
221+ 24.5% |
$19.2K - $23.5K
|
1.12K
$122K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
96.7KNew |
$8.41M - $10.3M
|
96.7K
$10.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.38K- 11.27% |
$120K - $147K
|
10.9K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-289K- 95.52% |
$25.1M - $30.7M
|
13.6K
$1.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.48KNew |
$216K - $264K
|
2.48K
$269K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$212K - $259K
|
2.44K
$264K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-82.7K- 56.95% |
$7.2M - $8.8M
|
62.5K
$6.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
197+ 3.66% |
$17.1K - $21K
|
5.58K
$605K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
148KNew |
$12.9M - $15.8M
|
148K
$16.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
545+ 4.89% |
$47.4K - $58K
|
11.7K
$1.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-294- 3.4% |
$25.6K - $31.3K
|
8.35K
$907K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.97K+ 16.6% |
$258K - $316K
|
20.8K
$2.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.3KNew |
$374K - $458K
|
4.3K
$466K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-596- 2.52% |
$51.9K - $63.5K
|
23K
$2.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-2.1K- 9.59% |
$183K - $224K
|
19.8K
$2.15M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-200- 6.77% |
$17.4K - $21.3K
|
2.76K
$299K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
454+ 504.44% |
$39.5K - $48.4K
|
544
$59.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
44.1K+ 13.39% |
$3.84M - $4.69M
|
373K
$40.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$362K - $443K
|
4.16K
$451K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
28.2K+ 49.39% |
$2.45M - $3M
|
85.2K
$9.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
19KNew |
$1.65M - $2.02M
|
19K
$2.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.3KNew |
$200K - $245K
|
2.3K
$250K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-284- 6.3% |
$24.7K - $30.2K
|
4.22K
$458K
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-428- 10.79% |
$37.3K - $45.6K
|
3.54K
$384K
|