Purchases and Sales Made in Q2 2024 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

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 13, 2024 Q2 2024
Destiny Capital Corp/Co

Golden, CO
BUY
 -
981
+ 12.14%
$100K - $109K
9.06K $1.13M
Aug 13, 2024 Q2 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
968
+ 1.45%
$98.9K - $107K
67.9K $8.48M
Aug 12, 2024 Q2 2024
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
962
+ 4.17%
$98.2K - $107K
24K $3M
Jul 30, 2024 Q2 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
958
+ 12.26%
$97.8K - $106K
8.77K $1.1M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
950
+ 0.57%
$97K - $105K
167K $20.9M
Jul 17, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
947
+ 34.84%
$96.7K - $105K
3.67K $458K
Jul 10, 2024 Q2 2024
S.A. Mason LLC

BUY
 -
944
+ 43.24%
$96.4K - $105K
3.13K $391K
Aug 13, 2024 Q2 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
942
New
$96.2K - $104K
942 $118K
Aug 06, 2024 Q2 2024
Stephenson & Company, Inc.

San Clemente, CA
BUY
 -
938
+ 2.02%
$95.8K - $104K
47.5K $5.93M
Jul 12, 2024 Q2 2024
Harbor Group, Inc.

BUY
 -
936
+ 0.43%
$95.6K - $104K
220K $27.4M
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
907
+ 26.01%
$92.6K - $101K
4.39K $549K
Aug 09, 2024 Q2 2024
Neumann Capital Management, LLC

BUY
 -
906
+ 0.76%
$92.5K - $100K
121K $15.1M
Jul 09, 2024 Q2 2024
Lowe Wealth Advisors, LLC

BUY
 -
905
+ 690.84%
$92.4K - $100K
1.04K $129K
Jul 12, 2024 Q2 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
903
+ 2.55%
$92.2K - $100K
36.3K $4.53M
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
898
+ 2.61%
$91.7K - $99.6K
35.4K $4.42M
Jul 15, 2024 Q2 2024
Wedmont Private Capital

BUY
 -
897
+ 4.22%
$91.6K - $99.5K
22.1K $2.76M
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
897
+ 1.06%
$91.6K - $99.5K
85.6K $10.7M
Aug 07, 2024 Q2 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
895
+ 1.3%
$91.4K - $99.2K
69.7K $8.71M
Jul 11, 2024 Q2 2024
Wbh Advisory Inc

BUY
 -
877
+ 2.49%
$89.6K - $97.2K
36.1K $4.51M
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
877
+ 22.04%
$89.6K - $97.2K
4.86K $606K
Aug 14, 2024 Q2 2024
Campion Asset Management

BUY
 -
874
+ 2.74%
$89.3K - $96.9K
32.8K $4.09M
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
866
+ 2.93%
$88.4K - $96K
30.5K $3.8M
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
855
New
$87.3K - $94.8K
855 $107K
Aug 09, 2024 Q2 2024
Topel & Distasi Wealth Management, LLC

BUY
 -
852
+ 0.98%
$87K - $94.5K
87.6K $10.9M
Aug 09, 2024 Q2 2024
Rathbones Group PLC

Liverpool, X0
BUY
 -
850
+ 13.05%
$86.8K - $94.2K
7.37K $920K
Jul 08, 2024 Q2 2024
Woodstock Corp

BUY
 -
845
+ 5.78%
$86.3K - $93.7K
15.5K $1.93M
Aug 12, 2024 Q2 2024
Allen Capital Group, LLC

BUY
 -
843
+ 6.71%
$86.1K - $93.5K
13.4K $1.68M
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
839
+ 252.71%
$85.7K - $93K
1.17K $146K
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
839
+ 9.02%
$85.7K - $93K
10.1K $1.27M
Jul 15, 2024 Q2 2024
Emerald Advisors, LLC

BUY
 -
834
+ 2.94%
$85.2K - $92.5K
29.2K $3.65M
Aug 13, 2024 Q2 2024
First National Advisers, LLC

Omaha, NE
BUY
 -
832
+ 18.87%
$85K - $92.3K
5.24K $655K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
831
New
$84.9K - $92.1K
831 $104K
Aug 06, 2024 Q2 2024
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
829
+ 3.65%
$84.7K - $91.9K
23.6K $2.94M
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
828
+ 3.08%
$84.6K - $91.8K
27.7K $3.46M
Jul 29, 2024 Q2 2024
Arjuna Capital

BUY
 -
826
New
$84.4K - $91.6K
826 $103K
Aug 09, 2024 Q2 2024
Pittenger & Anderson Inc

BUY
 -
821
+ 0.4%
$83.8K - $91K
205K $25.6M
Aug 13, 2024 Q2 2024
Rmb Capital Management, LLC

BUY
 -
821
+ 0.32%
$83.8K - $91K
257K $32.1M
Jul 23, 2024 Q2 2024
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
820
+ 8.11%
$83.7K - $90.9K
10.9K $1.37M
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
811
+ 8.94%
$82.8K - $89.9K
9.88K $1.23M
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
799
+ 12.49%
$81.6K - $88.6K
7.2K $899K
Jul 08, 2024 Q2 2024
Trust CO Of Toledo Na

Holland, OH
BUY
 -
797
+ 3.51%
$81.4K - $88.4K
23.5K $2.93M
Aug 12, 2024 Q2 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
797
+ 2.24%
$81.4K - $88.4K
36.4K $4.55M
Jul 22, 2024 Q2 2024
Strengthening Families & Communities, LLC

BUY
 -
795
New
$81.2K - $88.1K
795 $99.3K
Jul 24, 2024 Q2 2024
Cornerstone Wealth Group, LLC

BUY
 -
795
+ 1.34%
$81.2K - $88.1K
60.3K $7.53M
Jul 24, 2024 Q2 2024
Jb Capital LLC

BUY
 -
793
+ 28.07%
$81K - $87.9K
3.62K $452K
Jul 24, 2024 Q2 2024
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
792
+ 0.22%
$80.9K - $87.8K
358K $44.7M
Aug 14, 2024 Q2 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
790
+ 2.49%
$80.7K - $87.6K
32.5K $4.06M
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
774
+ 49.77%
$79K - $85.8K
2.33K $291K
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
773
+ 15.1%
$78.9K - $85.7K
5.89K $736K

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