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
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
260+ 1.19% |
$26.6K - $28.8K
|
22.1K
$2.79M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
259+ 0.61% |
$26.5K - $28.7K
|
42.6K
$5.38M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
258+ 6.66% |
$26.3K - $28.6K
|
4.13K
$522K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
254+ 0.14% |
$25.9K - $28.2K
|
186K
$23.5M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
252+ 0.24% |
$25.7K - $27.9K
|
104K
$13.1M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
251+ 1.43% |
$25.6K - $27.8K
|
17.9K
$2.26M
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
247+ 10.1% |
$25.2K - $27.4K
|
2.69K
$340K
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
247+ 1.04% |
$25.2K - $27.4K
|
23.9K
$3.02M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
245+ 3.67% |
$25K - $27.2K
|
6.92K
$874K
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
243+ 1.56% |
$24.8K - $26.9K
|
15.8K
$2M
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
241+ 10.79% |
$24.6K - $26.7K
|
2.48K
$313K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
241+ 15.13% |
$24.6K - $26.7K
|
1.83K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
241New |
$24.6K - $26.7K
|
241
$30.4K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
237+ 8.81% |
$24.2K - $26.3K
|
2.93K
$370K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
235+ 1.02% |
$24K - $26.1K
|
23.2K
$2.93M
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
235+ 1.43% |
$24K - $26.1K
|
16.7K
$2.1M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
233+ 12.61% |
$23.8K - $25.8K
|
2.08K
$263K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
233+ 0.53% |
$23.8K - $25.8K
|
43.8K
$5.53M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
230+ 0.36% |
$23.5K - $25.5K
|
64.7K
$8.16M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
227+ 1.8% |
$23.2K - $25.2K
|
12.8K
$1.62M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
224+ 1.54% |
$22.9K - $24.8K
|
14.8K
$1.87M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
218+ 1.45% |
$22.3K - $24.2K
|
15.3K
$1.93M
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
217+ 5.37% |
$22.2K - $24.1K
|
4.26K
$538K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
215+ 6.98% |
$22K - $23.8K
|
3.3K
$416K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
214+ 5.78% |
$21.9K - $23.7K
|
3.92K
$495K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
213+ 0.33% |
$21.8K - $23.6K
|
65.3K
$8.24M
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
210New |
$21.4K - $23.3K
|
210
$26.5K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
210+ 1.85% |
$21.4K - $23.3K
|
11.6K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
210+ 5.03% |
$21.4K - $23.3K
|
4.38K
$553K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
207+ 0.88% |
$21.1K - $23K
|
23.7K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
205+ 3.6% |
$20.9K - $22.7K
|
5.9K
$745K
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
201+ 5.15% |
$20.5K - $22.3K
|
4.1K
$518K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
200+ 3.05% |
$20.4K - $22.2K
|
6.76K
$853K
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.56% |
$20.4K - $22.2K
|
3.25K
$410K
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
198+ 0.18% |
$20.2K - $22K
|
108K
$13.6M
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
197+ 1.22% |
$20.1K - $21.8K
|
16.3K
$2.06M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
197+ 2.18% |
$20.1K - $21.8K
|
9.23K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
196+ 2.58% |
$20K - $21.7K
|
7.8K
$984K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
196+ 1.56% |
$20K - $21.7K
|
12.8K
$1.62M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
194+ 1.78% |
$19.8K - $21.5K
|
11.1K
$1.4M
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
193+ 5.34% |
$19.7K - $21.4K
|
3.8K
$480K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
191+ 1.42% |
$19.5K - $21.2K
|
13.6K
$1.72M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
188+ 2.09% |
$19.2K - $20.8K
|
9.17K
$1.16M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
187+ 8.05% |
$19.1K - $20.7K
|
2.51K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
187New |
$19.1K - $20.7K
|
187
$23.6K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
184+ 3.78% |
$18.8K - $20.4K
|
5.05K
$637K
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
181+ 0.25% |
$18.5K - $20.1K
|
72.5K
$9.16M
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
179+ 2.99% |
$18.3K - $19.8K
|
6.18K
$780K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
179+ 0.45% |
$18.3K - $19.8K
|
39.9K
$5.04M
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
178+ 4.59% |
$18.2K - $19.7K
|
4.06K
$513K
|