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 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
581+ 24.69% |
$59.3K - $64.4K
|
2.93K
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
580+ 2.73% |
$59.2K - $64.3K
|
21.8K
$2.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
570+ 5.01% |
$58.2K - $63.2K
|
11.9K
$1.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
561+ 2.9% |
$57.3K - $62.2K
|
19.9K
$2.33M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
561+ 0.47% |
$57.3K - $62.2K
|
119K
$13.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
558+ 1.11% |
$57K - $61.9K
|
50.8K
$5.95M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
556+ 1.19% |
$56.8K - $61.6K
|
47.1K
$5.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
555+ 1.65% |
$56.7K - $61.5K
|
34.1K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
550New |
$56.2K - $61K
|
550
$64.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
543+ 7.79% |
$55.5K - $60.2K
|
7.52K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
542+ 20.67% |
$55.4K - $60.1K
|
3.16K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
540+ 3.98% |
$55.2K - $59.9K
|
14.1K
$1.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
534+ 5.74% |
$54.5K - $59.2K
|
9.85K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
532+ 5.43% |
$54.3K - $59K
|
10.3K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
532+ 3.34% |
$54.3K - $59K
|
16.5K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
529+ 1.24% |
$54K - $58.7K
|
43.2K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
525+ 3.46% |
$53.6K - $58.2K
|
15.7K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
521+ 9.38% |
$53.2K - $57.8K
|
6.08K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
519+ 7.82% |
$53K - $57.5K
|
7.16K
$838K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
513New |
$52.4K - $56.9K
|
513
$60.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
509+ 0.76% |
$52K - $56.4K
|
67.8K
$7.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
500+ 6.58% |
$51.1K - $55.4K
|
8.1K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
495New |
$50.6K - $54.9K
|
495
$58K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
493+ 7.19% |
$50.4K - $54.7K
|
7.35K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
475+ 9.72% |
$48.5K - $52.7K
|
5.36K
$628K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
472+ 2.07% |
$48.2K - $52.3K
|
23.3K
$2.73M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
472New |
$48.2K - $52.3K
|
472
$55.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
471+ 41.46% |
$48.1K - $52.2K
|
1.61K
$188K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
470+ 2.44% |
$48K - $52.1K
|
19.8K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
467+ 11.82% |
$47.7K - $51.8K
|
4.42K
$517K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
467+ 6.13% |
$47.7K - $51.8K
|
8.08K
$947K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
466+ 8.05% |
$47.6K - $51.7K
|
6.25K
$732K
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
463+ 5.81% |
$47.3K - $51.3K
|
8.43K
$987K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
462+ 0.94% |
$47.2K - $51.2K
|
49.8K
$5.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
462+ 1.24% |
$47.2K - $51.2K
|
37.8K
$4.43M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
459+ 6.53% |
$46.9K - $50.9K
|
7.49K
$877K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
459+ 13.08% |
$46.9K - $50.9K
|
3.97K
$464K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
458+ 0.64% |
$46.8K - $50.8K
|
71.8K
$8.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
456+ 1.98% |
$46.6K - $50.6K
|
23.5K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
452+ 1.23% |
$46.2K - $50.1K
|
37.3K
$4.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
444+ 2.19% |
$45.3K - $49.2K
|
20.7K
$2.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
439+ 2.96% |
$44.8K - $48.7K
|
15.3K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
438+ 1.06% |
$44.7K - $48.6K
|
41.7K
$4.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
431+ 32.9% |
$44K - $47.8K
|
1.74K
$204K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
430+ 5.23% |
$43.9K - $47.7K
|
8.65K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
430+ 16.23% |
$43.9K - $47.7K
|
3.08K
$361K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
430+ 11.39% |
$43.9K - $47.7K
|
4.21K
$492K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
424+ 5.45% |
$43.3K - $47K
|
8.2K
$961K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
412+ 21.28% |
$42.1K - $45.7K
|
2.35K
$275K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
410+ 1.39% |
$41.9K - $45.5K
|
29.9K
$3.5M
|