Purchases and Sales Made in Q2 2024 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.49M+ 98.51% |
$867M - $942M
|
17.1M
$1.96B
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.32MNew |
$135M - $147M
|
1.32M
$151M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15M+ 3.4% |
$117M - $127M
|
34.9M
$3.99B
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
735KNew |
$75.1M - $81.5M
|
735K
$84M
|
|
|
Aug 07, 2024
Q2 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
582K+ 180.21% |
$59.4M - $64.5M
|
904K
$103M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
478K+ 58.49% |
$48.9M - $53.1M
|
1.3M
$148M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
443K+ 146.07% |
$45.3M - $49.1M
|
747K
$85.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
397K+ 5.05% |
$40.5M - $44M
|
8.26M
$944M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
380K+ 3.03% |
$38.8M - $42.2M
|
12.9M
$1.48B
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
363K+ 80.98% |
$37M - $40.2M
|
810K
$92.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
325K+ 2.5% |
$33.2M - $36M
|
13.3M
$1.52B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
281K+ 3330.09% |
$28.7M - $31.1M
|
289K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
262K+ 4.89% |
$26.7M - $29M
|
5.61M
$642M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
245K+ 1432.28% |
$25M - $27.2M
|
262K
$29.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
240K+ 6865.12% |
$24.6M - $26.7M
|
244K
$27.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
223K+ 2.33% |
$22.7M - $24.7M
|
9.77M
$1.12B
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
217K+ 6.13% |
$22.2M - $24.1M
|
3.76M
$430M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
188K+ 26.53% |
$19.2M - $20.9M
|
897K
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
187K+ 18.08% |
$19.1M - $20.8M
|
1.22M
$140M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
186K+ 131.11% |
$19M - $20.7M
|
329K
$37.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
182K+ 10.71% |
$18.6M - $20.1M
|
1.88M
$215M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
178K+ 16.29% |
$18.2M - $19.7M
|
1.27M
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
173K+ 7.54% |
$17.7M - $19.2M
|
2.47M
$283M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
172K+ 6.96% |
$17.6M - $19.1M
|
2.65M
$303M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
153KNew |
$15.7M - $17M
|
153K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
150KNew |
$15.3M - $16.6M
|
150K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
146K+ 14.06% |
$15M - $16.2M
|
1.19M
$136M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
139K+ 10.62% |
$14.2M - $15.4M
|
1.45M
$165M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
127K+ 37.7% |
$12.9M - $14M
|
462K
$52.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
118K+ 45.36% |
$12M - $13M
|
377K
$43.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
110K+ 27.79% |
$11.3M - $12.2M
|
508K
$58M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
110K+ 435.6% |
$11.2M - $12.2M
|
135K
$15.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
108KNew |
$11M - $11.9M
|
108K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
107K+ 5.06% |
$11M - $11.9M
|
2.23M
$255M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
107K+ 5.06% |
$11M - $11.9M
|
2.23M
$255M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
106KNew |
$10.8M - $11.7M
|
106K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
105K+ 1.29% |
$10.7M - $11.6M
|
8.21M
$939M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
103KNew |
$10.5M - $11.4M
|
103K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
102K+ 35.66% |
$10.4M - $11.3M
|
388K
$44.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
102K+ 416.01% |
$10.4M - $11.3M
|
127K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
101K+ 13.86% |
$10.4M - $11.2M
|
833K
$95.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
101K+ 3210.27% |
$10.3M - $11.2M
|
104K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100K+ 21.9% |
$10.2M - $11.1M
|
557K
$63.7M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
99.5KNew |
$10.2M - $11M
|
99.5K
$11.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
99.1KNew |
$10.1M - $11M
|
99.1K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
97.5K+ 1.73% |
$9.95M - $10.8M
|
5.72M
$654M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
95.2K+ 256.15% |
$9.72M - $10.6M
|
132K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86.9K+ 2.33% |
$8.88M - $9.64M
|
3.81M
$435M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
84.3K+ 48.96% |
$8.61M - $9.35M
|
257K
$29.3M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
84.3K+ 0.98% |
$8.61M - $9.35M
|
8.68M
$992M
|