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 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
367+ 1.53% |
$37.5K - $40.7K
|
24.4K
$3.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
366+ 16.34% |
$37.4K - $40.6K
|
2.61K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
365+ 1.14% |
$37.3K - $40.5K
|
32.5K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
365+ 1.06% |
$37.3K - $40.5K
|
34.7K
$4.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
363+ 10.13% |
$37.1K - $40.2K
|
3.95K
$493K
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
363+ 4.4% |
$37.1K - $40.2K
|
8.61K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
360+ 18.05% |
$36.8K - $39.9K
|
2.36K
$294K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
360+ 0.72% |
$36.8K - $39.9K
|
50.4K
$6.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
358+ 58.21% |
$36.6K - $39.7K
|
973
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
357+ 5.92% |
$36.5K - $39.6K
|
6.38K
$797K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
355+ 1.28% |
$36.3K - $39.4K
|
28.2K
$3.52M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
351+ 1.16% |
$35.8K - $38.9K
|
30.5K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
346+ 7.48% |
$35.3K - $38.4K
|
4.97K
$621K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
345+ 1.15% |
$35.2K - $38.3K
|
30.3K
$3.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
340+ 1.93% |
$34.7K - $37.7K
|
18K
$2.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
336+ 0.04% |
$34.3K - $37.3K
|
787K
$98.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
335+ 1.79% |
$34.2K - $37.1K
|
19.1K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
335+ 1.17% |
$34.2K - $37.1K
|
28.9K
$3.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
331+ 0.55% |
$33.8K - $36.7K
|
61K
$7.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
326+ 1.14% |
$33.3K - $36.1K
|
28.8K
$3.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
322+ 3.41% |
$32.9K - $35.7K
|
9.77K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
315+ 14.87% |
$32.2K - $34.9K
|
2.43K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
315+ 0.94% |
$32.2K - $34.9K
|
33.8K
$4.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
315+ 11.17% |
$32.2K - $34.9K
|
3.13K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
314+ 30.05% |
$32.1K - $34.8K
|
1.36K
$170K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
314+ 20.74% |
$32.1K - $34.8K
|
1.83K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
313+ 1.22% |
$32K - $34.7K
|
26.1K
$3.26M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
308+ 3.71% |
$31.5K - $34.2K
|
8.6K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
304+ 14.31% |
$31K - $33.7K
|
2.43K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
301+ 2.76% |
$30.7K - $33.4K
|
11.2K
$1.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
299+ 7.47% |
$30.5K - $33.2K
|
4.3K
$537K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
299+ 3.77% |
$30.5K - $33.2K
|
8.24K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
299+ 5.05% |
$30.5K - $33.2K
|
6.22K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
299+ 0.38% |
$30.5K - $33.2K
|
78.5K
$9.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
299+ 1.35% |
$30.5K - $33.2K
|
22.5K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
296+ 0.31% |
$30.2K - $32.8K
|
94.9K
$11.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
296+ 1.34% |
$30.2K - $32.8K
|
22.4K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
295+ 2.28% |
$30.1K - $32.7K
|
13.2K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
292+ 7.47% |
$29.8K - $32.4K
|
4.2K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
286+ 0.31% |
$29.2K - $31.7K
|
93.6K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
285+ 9.08% |
$29.1K - $31.6K
|
3.43K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
285+ 17.67% |
$29.1K - $31.6K
|
1.9K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
280+ 0.43% |
$28.6K - $31K
|
65.4K
$8.17M
|
|
|
Aug 14, 2024
Q2 2024
|
1922 Investment CO LLC
Houston, TX |
BUY
|
- |
280New |
$28.6K - $31K
|
280
$35K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
274+ 1.1% |
$28K - $30.4K
|
25.2K
$3.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
274+ 0.4% |
$28K - $30.4K
|
69.3K
$8.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
273+ 407.46% |
$27.9K - $30.3K
|
340
$42.5K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
264+ 4.84% |
$27K - $29.3K
|
5.72K
$715K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
261+ 0.9% |
$26.7K - $28.9K
|
29.4K
$3.67M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
260+ 1.19% |
$26.6K - $28.8K
|
22.1K
$2.76M
|