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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-99Closed |
$10.1K - $11.6K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.93KClosed |
$197K - $225K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
58.3KNew |
$5.97M - $6.81M
|
58.3K
$6.33M
|
|
Apr 29, 2022
Q1 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-5.24KClosed |
$537K - $612K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-11Closed |
$1.13K - $1.28K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.93KClosed |
$198K - $225K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.2KClosed |
$123K - $140K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-3.22KClosed |
$329K - $375K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.83KClosed |
$187K - $214K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.24KClosed |
$230K - $262K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-261Closed |
$26.7K - $30.5K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-459Closed |
$47K - $53.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-124Closed |
$12.7K - $14.5K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-48.2KClosed |
$4.93M - $5.63M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 2.78% |
$102 - $117
|
37
$4.02K
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.1K- 9.91% |
$113K - $128K
|
10K
$1.09M
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-249Closed |
$25.5K - $29.1K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-600Closed |
$61.4K - $70K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
87New |
$8.9K - $10.2K
|
87
$9.45K
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-2.18KClosed |
$223K - $255K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.77KClosed |
$181K - $206K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.05KClosed |
$209K - $239K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-131- 1.43% |
$13.4K - $15.3K
|
9K
$977K
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-2.3KClosed |
$235K - $268K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-986- 29.95% |
$101K - $115K
|
2.31K
$250K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$182K - $207K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.19KClosed |
$326K - $372K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2KClosed |
$205K - $233K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.19KClosed |
$429K - $489K
|
0
$0
|
|
Q4 2021 | |||||||
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.4KNew |
$152K - $168K
|
1.4K
$152K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
975New |
$106K - $117K
|
975
$106K
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-7Closed |
$758 - $842
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7Closed |
$758 - $842
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-152Closed |
$16.5K - $18.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-78Closed |
$8.44K - $9.38K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-424Closed |
$45.9K - $51K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
38.4KNew |
$4.16M - $4.62M
|
38.4K
$4.17M
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
6KNew |
$650K - $722K
|
6K
$651K
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
18New |
$1.95K - $2.17K
|
18
$1.95K
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.33KNew |
$252K - $280K
|
2.33K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-191KClosed |
$20.7M - $23M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$487K - $541K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-134Closed |
$14.5K - $16.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-49.6KClosed |
$5.37M - $5.96M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$212K - $235K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-13Closed |
$1.41K - $1.56K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-220Closed |
$23.8K - $26.5K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
5.81KNew |
$629K - $699K
|
5.81K
$631K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-221Closed |
$23.9K - $26.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
47.2KNew |
$5.11M - $5.68M
|
47.2K
$5.13M
|