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 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
64+ 0.48% |
$6.54K - $7.1K
|
13.4K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
63+ 0.21% |
$6.43K - $6.99K
|
30.4K
$3.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
62+ 0.34% |
$6.33K - $6.87K
|
18.5K
$1.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
62+ 1.75% |
$6.33K - $6.87K
|
3.61K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
62+ 3.28% |
$6.33K - $6.87K
|
1.95K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.19% |
$5.92K - $6.43K
|
30.2K
$3.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
57+ 2.92% |
$5.82K - $6.32K
|
2.01K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
56+ 0.83% |
$5.72K - $6.21K
|
6.78K
$720K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
55+ 0.53% |
$5.62K - $6.1K
|
10.4K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
55+ 177.42% |
$5.62K - $6.1K
|
86
$9.13K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
54+ 0.9% |
$5.52K - $5.99K
|
6.06K
$643K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
53+ 0.28% |
$5.41K - $5.88K
|
19K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
52+ 1.42% |
$5.31K - $5.77K
|
3.72K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
52+ 1.42% |
$5.31K - $5.77K
|
3.72K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
51+ 0.31% |
$5.21K - $5.65K
|
16.6K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 0.24% |
$5.21K - $5.65K
|
21.6K
$2.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
51+ 0.08% |
$5.21K - $5.65K
|
63.1K
$6.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
50+ 1.91% |
$5.11K - $5.54K
|
2.66K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
49+ 0.37% |
$5K - $5.43K
|
13.4K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
49+ 0.2% |
$5K - $5.43K
|
24.1K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
48+ 0.19% |
$4.9K - $5.32K
|
26K
$2.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
47+ 0.02% |
$4.8K - $5.21K
|
247K
$26.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
47+ 0.11% |
$4.8K - $5.21K
|
42K
$4.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
46+ 3.56% |
$4.7K - $5.1K
|
1.34K
$142K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
46+ 10.77% |
$4.7K - $5.1K
|
473
$50.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
46+ 0.24% |
$4.7K - $5.1K
|
19K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
46+ 0.26% |
$4.7K - $5.1K
|
17.5K
$1.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
45+ 2.17% |
$4.6K - $4.99K
|
2.12K
$225K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 4.21% |
$4.6K - $4.99K
|
1.11K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
45+ 4.5% |
$4.6K - $4.99K
|
1.05K
$111K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
43+ 32.33% |
$4.39K - $4.77K
|
176
$18.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
43+ 1.32% |
$4.39K - $4.77K
|
3.3K
$350K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
43+ 35.83% |
$4.39K - $4.77K
|
163
$17.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
42+ 0.4% |
$4.29K - $4.66K
|
10.6K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.3% |
$4.29K - $4.66K
|
3.27K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
42+ 0.15% |
$4.29K - $4.66K
|
27.5K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42+ 7.04% |
$4.29K - $4.66K
|
639
$67.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
41+ 0.11% |
$4.19K - $4.55K
|
37.9K
$4.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
40+ 0.36% |
$4.09K - $4.44K
|
11.3K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
39+ 2.91% |
$3.98K - $4.32K
|
1.38K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
39+ 0.7% |
$3.98K - $4.32K
|
5.61K
$596K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
38+ 1.91% |
$3.88K - $4.21K
|
2.03K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
36+ 1.58% |
$3.68K - $3.99K
|
2.32K
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 2.76% |
$3.57K - $3.88K
|
1.3K
$138K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
34+ 0.69% |
$3.47K - $3.77K
|
4.97K
$528K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
33+ 0.09% |
$3.37K - $3.66K
|
38.2K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
33New |
$3.37K - $3.66K
|
33
$3.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
32+ 1.52% |
$3.27K - $3.55K
|
2.13K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
31+ 1.54% |
$3.17K - $3.44K
|
2.05K
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
31+ 3.49% |
$3.17K - $3.44K
|
920
$97.6K
|