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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-729- 11.2% |
$83K - $92.9K
|
5.78K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-727- 26.33% |
$82.8K - $92.6K
|
2.03K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-708- 1.41% |
$80.7K - $90.2K
|
49.4K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-706- 16.9% |
$80.4K - $89.9K
|
3.47K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-697- 4.35% |
$79.4K - $88.8K
|
15.3K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-684- 12.74% |
$77.9K - $87.1K
|
4.68K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-675- 1.17% |
$76.9K - $86K
|
56.8K
$5.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-664- 10.19% |
$75.6K - $84.6K
|
5.85K
$616K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-660- 17.26% |
$75.2K - $84.1K
|
3.16K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-656- 2.94% |
$74.7K - $83.6K
|
21.7K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-655- 0.27% |
$74.6K - $83.4K
|
242K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-649- 2.89% |
$73.9K - $82.7K
|
21.8K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-649- 7.15% |
$73.9K - $82.7K
|
8.43K
$888K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-645- 0.72% |
$73.5K - $82.2K
|
89.1K
$9.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-641- 97.27% |
$73K - $81.7K
|
18
$1.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-637- 0.87% |
$72.6K - $81.1K
|
72.8K
$7.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-630- 5.62% |
$71.8K - $80.2K
|
10.6K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-627- 1.5% |
$71.4K - $79.9K
|
41.1K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-626- 3.57% |
$71.3K - $79.7K
|
16.9K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-615- 3.84% |
$70.1K - $78.3K
|
15.4K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-615- 2.99% |
$70.1K - $78.3K
|
19.9K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-614- 13.69% |
$69.9K - $78.2K
|
3.87K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-614- 11.62% |
$69.9K - $78.2K
|
4.67K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-610- 9.78% |
$69.5K - $77.7K
|
5.63K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-607- 25.02% |
$69.1K - $77.3K
|
1.82K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-599- 2.14% |
$68.2K - $76.3K
|
27.4K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-593- 3.04% |
$67.6K - $75.5K
|
18.9K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-578- 1.51% |
$65.8K - $73.6K
|
37.8K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-575- 0.56% |
$65.5K - $73.2K
|
102K
$10.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-565- 22.56% |
$64.4K - $72K
|
1.94K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-561- 14.26% |
$63.9K - $71.5K
|
3.37K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-556- 1.3% |
$63.3K - $70.8K
|
42.1K
$4.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-553- 15.34% |
$63K - $70.4K
|
3.05K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-550- 0.34% |
$62.7K - $70.1K
|
160K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-550- 9.99% |
$62.7K - $70.1K
|
4.96K
$522K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-550- 8.17% |
$62.7K - $70.1K
|
6.18K
$651K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-545- 8.33% |
$62.1K - $69.4K
|
6K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-543- 2.02% |
$61.9K - $69.2K
|
26.3K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-540- 0.85% |
$61.5K - $68.8K
|
62.8K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-534- 0.56% |
$60.8K - $68K
|
94.3K
$9.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-528- 0.4% |
$60.1K - $67.3K
|
130K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-525- 1.78% |
$59.8K - $66.9K
|
29K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-520- 2.96% |
$59.2K - $66.2K
|
17K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-519- 3.14% |
$59.1K - $66.1K
|
16K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-517- 0.44% |
$58.9K - $65.9K
|
116K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-516- 5.21% |
$58.8K - $65.7K
|
9.4K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-513- 14.05% |
$58.4K - $65.3K
|
3.14K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-512- 4.38% |
$58.3K - $65.2K
|
11.2K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-510- 2.28% |
$58.1K - $65K
|
21.8K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-506- 5.49% |
$57.6K - $64.5K
|
8.71K
$918K
|