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 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-14- 0.71% |
$1.48K - $1.66K
|
1.95K
$229K
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-13- 16.25% |
$1.37K - $1.54K
|
67
$7.85K
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-13- 10.48% |
$1.37K - $1.54K
|
111
$13K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-12- 0.52% |
$1.27K - $1.42K
|
2.31K
$271K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11- 68.75% |
$1.16K - $1.3K
|
5
$586
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 1.56% |
$1.16K - $1.3K
|
693
$81.2K
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-9- 0.03% |
$950 - $1.07K
|
30.5K
$3.57M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-8- 0.36% |
$844 - $947
|
2.22K
$260K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.38% |
$844 - $947
|
2.09K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-6- 0.14% |
$633 - $710
|
4.3K
$503K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.3% |
$633 - $710
|
1.98K
$232K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5- 0.17% |
$528 - $592
|
2.88K
$337K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.1% |
$317 - $355
|
3.11K
$364K
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.02% |
$211 - $237
|
8.42K
$986K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.06M- 91.62% |
$211M - $229M
|
189K
$22.1M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-331K- 4.36% |
$33.8M - $36.7M
|
7.24M
$849M
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-105KClosed |
$10.8M - $11.7M
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-42.8K- 99.52% |
$4.37M - $4.75M
|
205
$24K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-38.5K- 95.02% |
$3.93M - $4.27M
|
2.02K
$236K
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-24.6K- 80.63% |
$2.51M - $2.72M
|
5.9K
$691K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-24K- 73.62% |
$2.45M - $2.66M
|
8.6K
$1.01M
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-21.8K- 71.0% |
$2.23M - $2.42M
|
8.9K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.8K- 89.83% |
$1.71M - $1.86M
|
1.9K
$223K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.5K- 29.37% |
$1.69M - $1.83M
|
39.8K
$4.66M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-13.7K- 2.94% |
$1.4M - $1.52M
|
453K
$53M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.8K- 50.0% |
$1.21M - $1.31M
|
11.8K
$1.39M
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.08K- 77.13% |
$927K - $1.01M
|
2.69K
$315K
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-8.09K- 80.52% |
$826K - $897K
|
1.96K
$229K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.3K- 6.23% |
$541K - $587K
|
79.7K
$9.34M
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-4.27K- 59.9% |
$436K - $473K
|
2.86K
$335K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.97K- 97.61% |
$405K - $440K
|
97
$11.4K
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-3.7K- 48.46% |
$378K - $410K
|
3.93K
$461K
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.18K- 40.96% |
$325K - $353K
|
4.59K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.6K- 25.38% |
$266K - $288K
|
7.65K
$896K
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.49KClosed |
$254K - $276K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 14.66% |
$247K - $269K
|
14.1K
$1.65M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.41K- 42.81% |
$246K - $267K
|
3.22K
$377K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.4K- 5.22% |
$245K - $266K
|
43.6K
$5.11M
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-2.3K- 30.58% |
$234K - $254K
|
5.21K
$610K
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.22KClosed |
$226K - $246K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 42.16% |
$184K - $199K
|
2.47K
$289K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.7K- 2.54% |
$173K - $188K
|
65.3K
$7.64M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.54K- 71.79% |
$157K - $170K
|
604
$70.8K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.18K- 10.27% |
$120K - $131K
|
10.3K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.16K- 3.4% |
$119K - $129K
|
33K
$3.87M
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-959- 33.33% |
$97.9K - $106K
|
1.92K
$225K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-636- 9.48% |
$65K - $70.5K
|
6.07K
$711K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-500- 2.05% |
$51.1K - $55.4K
|
23.9K
$2.79M
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-480- 3.77% |
$49K - $53.2K
|
12.2K
$1.43M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-474- 4.15% |
$48.4K - $52.6K
|
10.9K
$1.28M
|