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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-2.52K- 28.6% |
$221K - $278K
|
6.3K
$728K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.42K- 18.95% |
$212K - $267K
|
10.4K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.94K- 31.43% |
$170K - $214K
|
4.24K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 39.79% |
$162K - $203K
|
2.79K
$323K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.4% |
$138K - $173K
|
27.6K
$3.19M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.44K- 9.92% |
$126K - $159K
|
13.1K
$1.51M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.19K- 20.61% |
$105K - $131K
|
4.6K
$532K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.07K- 35.18% |
$93.7K - $118K
|
1.97K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-707- 0.35% |
$61.9K - $77.8K
|
202K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-450- 9.67% |
$39.4K - $49.5K
|
4.2K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-434- 10.77% |
$38K - $47.8K
|
3.6K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-270- 5.15% |
$23.7K - $29.7K
|
4.97K
$575K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-270- 10.74% |
$23.7K - $29.7K
|
2.24K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-259- 2.65% |
$22.7K - $28.5K
|
9.5K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-256- 8.82% |
$22.4K - $28.2K
|
2.65K
$306K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-238- 0.07% |
$20.9K - $26.2K
|
331K
$38.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 66.67% |
$13.1K - $16.5K
|
75
$8.67K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-137- 6.05% |
$12K - $15.1K
|
2.13K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-130- 31.71% |
$11.4K - $14.3K
|
280
$32.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-110- 2.03% |
$9.64K - $12.1K
|
5.3K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-106- 3.42% |
$9.29K - $11.7K
|
3K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-50- 1.99% |
$4.38K - $5.51K
|
2.46K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27- 25.0% |
$2.37K - $2.97K
|
81
$9.36K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-21- 21.0% |
$1.84K - $2.31K
|
79
$9.13K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-10- 20.0% |
$876 - $1.1K
|
40
$4.62K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-10- 0.54% |
$876 - $1.1K
|
1.84K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8- 0.06% |
$701 - $881
|
12.8K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-8- 0.21% |
$701 - $881
|
3.8K
$440K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-114K- 59.67% |
$10.6M - $12M
|
77.3K
$8.94M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-41.7K- 5.51% |
$3.88M - $4.39M
|
716K
$82.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-39.9K- 36.1% |
$3.71M - $4.2M
|
70.7K
$8.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-28.6K- 22.56% |
$2.66M - $3.01M
|
98.2K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-22.2K- 38.69% |
$2.06M - $2.33M
|
35.1K
$4.06M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-15.1K- 27.02% |
$1.4M - $1.59M
|
40.7K
$4.71M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.5K- 61.68% |
$789K - $894K
|
5.28K
$610K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-5.27K- 31.29% |
$489K - $554K
|
11.6K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.55K- 2.75% |
$330K - $374K
|
126K
$14.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.5K- 4.14% |
$232K - $263K
|
57.9K
$6.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.19K- 30.78% |
$203K - $230K
|
4.92K
$569K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.16K- 2.23% |
$200K - $227K
|
94.6K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 2.69% |
$196K - $222K
|
76.3K
$8.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.11K- 48.22% |
$196K - $221K
|
2.26K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 59.0% |
$183K - $207K
|
1.37K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.81K- 7.29% |
$168K - $190K
|
23K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.77K- 10.04% |
$164K - $186K
|
15.8K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.54K- 25.17% |
$143K - $162K
|
4.58K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-758Closed |
$70.4K - $79.7K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-702- 1.08% |
$65.2K - $73.8K
|
64.4K
$7.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-605- 0.33% |
$56.2K - $63.6K
|
184K
$21.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-517- 58.02% |
$48K - $54.4K
|
374
$43.2K
|
|