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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.79K+ 9.4% |
$285K - $310K
|
32.5K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.79K+ 13.84% |
$285K - $309K
|
23K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 6.63% |
$285K - $309K
|
44.9K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.78K+ 2.89% |
$284K - $308K
|
98.8K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.78K+ 4.37% |
$283K - $308K
|
66.2K
$8.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.77K+ 2.45% |
$283K - $307K
|
116K
$14.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 9.08% |
$281K - $305K
|
33.1K
$4.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 1.83% |
$280K - $304K
|
153K
$19.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.74KNew |
$279K - $303K
|
2.74K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.73K+ 16.7% |
$278K - $302K
|
19K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.72K+ 3.14% |
$278K - $301K
|
89.4K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.72K+ 8.25% |
$278K - $301K
|
35.7K
$4.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
2.71K+ 17.96% |
$277K - $300K
|
17.8K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.71K+ 2.72% |
$276K - $300K
|
102K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.69K+ 2.07% |
$275K - $298K
|
133K
$16.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.69K+ 1.66% |
$274K - $298K
|
165K
$20.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.68K+ 5.3% |
$274K - $297K
|
53.3K
$6.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.68KNew |
$274K - $297K
|
2.68K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.68K+ 25.75% |
$274K - $297K
|
13.1K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.67K+ 20.94% |
$272K - $295K
|
15.4K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.65K+ 329.51% |
$270K - $293K
|
3.45K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.63K+ 5.74% |
$269K - $292K
|
48.5K
$6.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.63K+ 18.13% |
$268K - $292K
|
17.1K
$2.14M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.62K+ 1.37% |
$268K - $291K
|
194K
$24.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.62K+ 9.01% |
$267K - $290K
|
31.7K
$3.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.61K+ 53.63% |
$266K - $289K
|
7.47K
$933K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.6KNew |
$266K - $288K
|
2.6K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.58KNew |
$263K - $286K
|
2.58K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
2.54K+ 2.19% |
$260K - $282K
|
119K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
2.54K+ 2.69% |
$259K - $281K
|
96.8K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.53KNew |
$259K - $281K
|
2.53K
$316K
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2.5K+ 9.62% |
$255K - $277K
|
28.5K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.5K+ 2.13% |
$255K - $277K
|
120K
$15M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.49K+ 4.02% |
$254K - $276K
|
64.3K
$8.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.45K+ 2.89% |
$251K - $272K
|
87.5K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.42K+ 34.23% |
$247K - $268K
|
9.49K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.42KNew |
$247K - $268K
|
2.42K
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.4K+ 3.88% |
$245K - $266K
|
64.3K
$8.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.39K+ 20.64% |
$244K - $265K
|
14K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.39KNew |
$244K - $264K
|
2.39K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.38K+ 7.95% |
$243K - $263K
|
32.2K
$4.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 1.83% |
$242K - $263K
|
132K
$16.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.37K+ 1.63% |
$242K - $262K
|
147K
$18.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.36K+ 27.99% |
$241K - $262K
|
10.8K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.36K+ 2.86% |
$241K - $261K
|
84.8K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
2.33K+ 20.83% |
$238K - $259K
|
13.5K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.33KNew |
$237K - $258K
|
2.33K
$290K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.31KNew |
$236K - $256K
|
2.31K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.31K+ 4.34% |
$236K - $256K
|
55.5K
$6.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.31K+ 19.99% |
$236K - $256K
|
13.8K
$1.73M
|