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 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
773+ 15.1% |
$78.9K - $85.7K
|
5.89K
$744K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
769+ 0.4% |
$78.5K - $85.3K
|
195K
$24.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
768+ 0.65% |
$78.4K - $85.2K
|
119K
$15M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
761+ 24.15% |
$77.7K - $84.4K
|
3.91K
$494K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
760+ 4.73% |
$77.6K - $84.3K
|
16.8K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
760+ 0.86% |
$77.6K - $84.3K
|
88.9K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
747+ 2.63% |
$76.3K - $82.8K
|
29.1K
$3.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
743+ 2.77% |
$75.9K - $82.4K
|
27.5K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
741+ 3.3% |
$75.7K - $82.2K
|
23.2K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
739+ 22.04% |
$75.5K - $81.9K
|
4.09K
$517K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
734+ 1.81% |
$75K - $81.4K
|
41.4K
$5.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
733+ 11.84% |
$74.9K - $81.3K
|
6.93K
$875K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
730+ 1.85% |
$74.6K - $80.9K
|
40.2K
$5.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
721+ 11.5% |
$73.6K - $79.9K
|
6.99K
$883K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
720+ 1.17% |
$73.5K - $79.8K
|
62.3K
$7.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
713+ 78.78% |
$72.8K - $79.1K
|
1.62K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
712+ 3.23% |
$72.7K - $78.9K
|
22.8K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
703+ 1.88% |
$71.8K - $77.9K
|
38.1K
$4.81M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
701+ 2.43% |
$71.6K - $77.7K
|
29.6K
$3.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
698+ 10.17% |
$71.3K - $77.4K
|
7.56K
$955K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
693+ 0.52% |
$70.8K - $76.8K
|
133K
$16.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
692+ 1.88% |
$70.7K - $76.7K
|
37.5K
$4.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
679+ 13.18% |
$69.3K - $75.3K
|
5.83K
$736K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
669+ 0.86% |
$68.3K - $74.2K
|
78.1K
$9.87M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
669+ 13.65% |
$68.3K - $74.2K
|
5.57K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
668+ 1.44% |
$68.2K - $74.1K
|
47.1K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
657+ 0.34% |
$67.1K - $72.8K
|
195K
$24.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
654+ 12.35% |
$66.8K - $72.5K
|
5.95K
$751K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
653+ 0.64% |
$66.7K - $72.4K
|
103K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
651+ 8.1% |
$66.5K - $72.2K
|
8.69K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
641New |
$65.5K - $71.1K
|
641
$80.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
637+ 2.27% |
$65.1K - $70.6K
|
28.7K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
637+ 30.86% |
$65.1K - $70.6K
|
2.7K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
636+ 0.97% |
$65K - $70.5K
|
66.1K
$8.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
631+ 1.65% |
$64.4K - $70K
|
38.8K
$4.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
624+ 0.49% |
$63.7K - $69.2K
|
127K
$16.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
624+ 0.61% |
$63.7K - $69.2K
|
103K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
620+ 17.21% |
$63.3K - $68.7K
|
4.22K
$533K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
615+ 14.95% |
$62.8K - $68.2K
|
4.73K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
608+ 1.07% |
$62.1K - $67.4K
|
57.6K
$7.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
602+ 12.06% |
$61.5K - $66.7K
|
5.6K
$706K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
597+ 0.2% |
$61K - $66.2K
|
294K
$37.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
595+ 1.4% |
$60.8K - $66K
|
43K
$5.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
591+ 2.83% |
$60.4K - $65.5K
|
21.5K
$2.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
587+ 1.23% |
$60K - $65.1K
|
48.1K
$6.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
581+ 24.69% |
$59.3K - $64.4K
|
2.93K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
580+ 2.73% |
$59.2K - $64.3K
|
21.8K
$2.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
570+ 5.01% |
$58.2K - $63.2K
|
11.9K
$1.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
561+ 2.9% |
$57.3K - $62.2K
|
19.9K
$2.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
558+ 1.11% |
$57K - $61.9K
|
50.8K
$6.42M
|