Latest Institutional Sells of Ishares Core S&P Sm Cap ETF (IJR)
This list provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1K- 18.74% |
$106K - $118K
|
4.34K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-987- 9.81% |
$104K - $117K
|
9.08K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-975- 17.49% |
$103K - $115K
|
4.6K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-955- 2.7% |
$101K - $113K
|
34.5K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-928- 7.65% |
$97.9K - $110K
|
11.2K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-919- 3.76% |
$97K - $109K
|
23.5K
$2.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-906- 26.62% |
$95.6K - $107K
|
2.5K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-895- 1.29% |
$94.4K - $106K
|
68.4K
$8.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-844- 2.36% |
$89.1K - $99.9K
|
34.9K
$4.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 27.8% |
$84.2K - $94.4K
|
2.07K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-790- 10.78% |
$83.4K - $93.5K
|
6.54K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-776- 2.77% |
$81.9K - $91.8K
|
27.2K
$3.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-775- 29.8% |
$81.8K - $91.7K
|
1.83K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-768- 6.0% |
$81K - $90.9K
|
12K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-752- 7.59% |
$79.4K - $89K
|
9.16K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-750- 0.5% |
$79.1K - $88.8K
|
150K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-743- 3.44% |
$78.4K - $87.9K
|
20.9K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-739- 9.45% |
$78K - $87.5K
|
7.08K
$829K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-739- 18.06% |
$78K - $87.5K
|
3.35K
$393K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-706- 25.83% |
$74.5K - $83.5K
|
2.03K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
PUT |
-700- 20.0% |
$73.9K - $82.8K
|
2.8K
$328K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-690- 32.49% |
$72.8K - $81.7K
|
1.43K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-655- 6.39% |
$69.1K - $77.5K
|
9.6K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-655- 12.79% |
$69.1K - $77.5K
|
4.47K
$523K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-650- 16.09% |
$68.6K - $76.9K
|
3.39K
$397K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-645- 50.27% |
$68.1K - $76.3K
|
638
$74.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-590- 39.2% |
$62.3K - $69.8K
|
915
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-586- 0.94% |
$61.8K - $69.3K
|
61.5K
$7.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-575- 0.52% |
$60.7K - $68K
|
110K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-569- 20.05% |
$60K - $67.3K
|
2.27K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-567- 2.5% |
$59.8K - $67.1K
|
22.1K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-561- 1.13% |
$59.2K - $66.4K
|
49.2K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-557- 7.58% |
$58.8K - $65.9K
|
6.79K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-520- 0.55% |
$54.9K - $61.5K
|
94.3K
$11M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-496- 7.08% |
$52.3K - $58.7K
|
6.51K
$762K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-481- 16.43% |
$50.8K - $56.9K
|
2.45K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-476- 31.13% |
$50.2K - $56.3K
|
1.05K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-470- 1.81% |
$49.6K - $55.6K
|
25.5K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-470- 9.0% |
$49.6K - $55.6K
|
4.76K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-469- 0.97% |
$49.5K - $55.5K
|
48.1K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-462- 2.71% |
$48.8K - $54.7K
|
16.6K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-459- 1.27% |
$48.4K - $54.3K
|
35.8K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-451- 2.46% |
$47.6K - $53.4K
|
17.9K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-448- 0.48% |
$47.3K - $53K
|
93.6K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-441- 19.57% |
$46.5K - $52.2K
|
1.81K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-414- 9.58% |
$43.7K - $49K
|
3.91K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-409- 47.84% |
$43.2K - $48.4K
|
446
$52.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-401- 4.82% |
$42.3K - $47.5K
|
7.92K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 7.64% |
$42.2K - $47.3K
|
4.84K
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-389- 5.57% |
$41.1K - $46K
|
6.6K
$773K
|