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 |
---|---|---|---|---|---|---|---|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-415- 3.47% |
$42.4K - $46K
|
11.6K
$1.35M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-242- 2.01% |
$24.7K - $26.8K
|
11.8K
$1.38M
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-233- 6.4% |
$23.8K - $25.8K
|
3.41K
$399K
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-195- 0.04% |
$19.9K - $21.6K
|
479K
$56.1M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-191- 2.53% |
$19.5K - $21.2K
|
7.36K
$862K
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-188- 8.11% |
$19.2K - $20.8K
|
2.13K
$250K
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-183- 39.87% |
$18.7K - $20.3K
|
276
$32.3K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-174- 6.03% |
$17.8K - $19.3K
|
2.71K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-173- 3.12% |
$17.7K - $19.2K
|
5.36K
$628K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-165- 33.6% |
$16.9K - $18.3K
|
326
$38.2K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-165- 5.61% |
$16.9K - $18.3K
|
2.78K
$325K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-141- 9.27% |
$14.4K - $15.6K
|
1.38K
$162K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-140- 13.66% |
$14.3K - $15.5K
|
885
$104K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-125- 4.07% |
$12.8K - $13.9K
|
2.95K
$345K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-123- 23.93% |
$12.6K - $13.6K
|
391
$45.8K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-116- 1.44% |
$11.8K - $12.9K
|
7.95K
$931K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-110- 3.91% |
$11.2K - $12.2K
|
2.7K
$316K
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-103- 1.36% |
$10.5K - $11.4K
|
7.47K
$875K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-90- 2.94% |
$9.19K - $9.98K
|
2.97K
$348K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-61- 1.03% |
$6.23K - $6.76K
|
5.88K
$689K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-57- 98.28% |
$5.82K - $6.32K
|
1
$117
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.59% |
$5.11K - $5.54K
|
8.39K
$983K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 1.53% |
$4.7K - $5.1K
|
2.96K
$347K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-45- 18.6% |
$4.6K - $4.99K
|
197
$23.1K
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-26- 0.69% |
$2.66K - $2.88K
|
3.76K
$441K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25- 0.15% |
$2.55K - $2.77K
|
17K
$1.99M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 12.9% |
$2.04K - $2.22K
|
135
$15.8K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.94K - $2.11K
|
5.06K
$593K
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-15- 0.35% |
$1.53K - $1.66K
|
4.32K
$506K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-12- 11.21% |
$1.23K - $1.33K
|
95
$11.1K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-12- 0.18% |
$1.23K - $1.33K
|
6.8K
$797K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$1.02K - $1.11K
|
4.81K
$563K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-3- 0.16% |
$306 - $333
|
1.82K
$213K
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2- 0.11% |
$204 - $222
|
1.88K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.03% |
$102 - $111
|
3.26K
$382K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
SELL
|
- |
-590K- 72.55% |
$60.4M - $65.2M
|
223K
$26.2M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-118K- 86.1% |
$12.1M - $13M
|
19K
$2.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.1K- 4.32% |
$3.7M - $3.99M
|
799K
$93.6M
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-17.7K- 45.93% |
$1.81M - $1.95M
|
20.8K
$2.43M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-16K- 4.99% |
$1.64M - $1.77M
|
305K
$35.7M
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-14.2K- 76.69% |
$1.45M - $1.56M
|
4.3K
$504K
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$1.25M - $1.35M
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-9.4K- 61.84% |
$962K - $1.04M
|
5.8K
$679K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.76K- 76.44% |
$897K - $968K
|
2.7K
$316K
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-8.01K- 2.71% |
$820K - $885K
|
288K
$33.7M
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4.47K- 84.35% |
$458K - $494K
|
830
$97.2K
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.89K- 3.69% |
$398K - $430K
|
102K
$11.9M
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.2K- 39.88% |
$328K - $354K
|
4.82K
$565K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.82K- 25.42% |
$288K - $311K
|
8.26K
$968K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.61K- 20.22% |
$267K - $289K
|
10.3K
$1.21M
|